BNY Mellon, a global leader in investment management and investment services, today announced the appointment of Dean Fletcher as regional head of BNY Mellon Corporate Trust, Europe, Middle East and Africa (“EMEA”). Fletcher continues to report to James Maitland, head [...]
Richard Moyse from law firm Boodle Hatfield has been awarded the Lifetime Achievement Award by the Society of Trust and Estate Practitioners (STEP). The award was made on 15 September in recognition of Richard’s widely admired judgement, objective advice and [...]
Reuters reported today that three senior Goldman Sachs Private Wealth Management advisers left the bank earlier this month to form an independent San Francisco boutique, Seven Post Investment Office LP. Ali Bastani, who spent 13 years at Goldman Sachs, 26-year [...]
Barclays Wealth has announced that Michele Huff Powell has joined its Dallas office as a Director and Investment Representative. Ms. Powell joins Barclays Wealth from U.S. Trust, Bank of America Private Wealth Management, bringing over 25 years experience advising high [...]
Wilmington Trust, one of the leading wealth management companies headquartered in the U.S., announced today that it has hired Thomas C. Rogerson as a senior managing director and family wealth strategist to serve the company’s Family Wealth clients. “Tom will [...]
Genworth Financial Wealth Management (GFWM), a subsidiary of Genworth Financial, Inc. GNW, today announced the appointment of Myra Rothfeld as Chief Marketing Officer. Reporting to CEO Gurinder Ahluwalia, Rothfeld will lead marketing, brand strategy and product management initiatives in support [...]
RBC Wealth Management, part of Royal Bank of Canada (RY on TSX and NYSE), today appointed Andrew Turczyniak as Head of Asia. Based in Hong Kong, Mr Turczyniak will be responsible for building RBC Wealth Management’s business in Asian markets. [...]
Evercore Wealth Management LLC today announced the opening of a regional headquarters in Minneapolis to serve high net worth individuals, families and related institutional clients throughout the Midwest. In a related move, the firm named six new partners. The new [...]
As part of a strategic refocus of its Charitable Gift Services group within its wealth management business, BNY Mellon has hired Sally Rubin to be director of CGS Investments. Rubin is a proven investment strategist with 12 years of experience [...]
BNY Mellon Asset Management has announced the appointment of Christopher Sheldon as chief investment officer of The Dreyfus Corporation. Sheldon succeeds Phil Maisano, who retired earlier this year. Sheldon joins Dreyfus from BNY Mellon Wealth Management, where he was director [...]
