Martin Leitch appointed CEO of PURE Group of Insurance Companies
Privilege Underwriters, Inc. (PUI) and the affiliated companies of the PURE Group of Insurance Companies (PURE) have announced that Ross Buchmueller, founder and Chief Executive Officer of PURE, will be leaving the company at the end of 2023 after 18 years with the firm. Martin Leitch, Co-President and Chief Underwriting Officer, will assume responsibilities as Chief Executive […]
Josephine Moran to succeed Kathy Underwood as the CEO of Ledyard Bank
Kathy Underwood, CEO of Ledyard Financial Group and Ledyard National Bank, announced at the Company’s Annual Meeting of Shareholders on May 18th that she will be retiring on July 3, 2023. Josephine Moran, President of Ledyard, assumed the role of President & Chief Executive Officer effective May 18, 2023. Ms. Underwood will continue to serve on […]
FinaMaze appoints Michael McManus-Schouchana to lead European Expansion
FinaMaze, the ADGM-based AI Digital Wealth Manager, announced today the appointment of Michael McManus-Schouchana as a key member of the Advisory Board. Michael, a renowned business development expert with over 20 years of international experience, will lead the charge in driving FinaMaze’s strategic growth and development in Europe. Michael’s impressive resume includes working with prestigious […]
Republic Capital Group welcomes Jim Collins as Partner, MD and General Counsel
Republic Capital Group, one of the leading independent investment banks that focuses on the RIA, wealth and asset management, securities, and fintech industries, announced yesterday that Jim Collins has joined the firm as Partner, Managing Director & General Counsel. He previously was a partner at the M&A investment bank, Silver Lane Advisors LLC (“Silver Lane”), and at […]
Surfin Meta welcomes John Quelch and John Fennell to its Board
Singapore-based Surfin Group of Companies (“Surfin Group”), one of the leaders in digital financial solutions for underserved customers in emerging markets, is pleased to announce the appointments of John Quelch and John Fennell as members of its Board of Directors. Two highly experienced professionals who bring to Surfin Group extensive knowledge in marketing, global business strategy, risk management […]
BTG Pactual acquires 100 percent of FIS Privatbank S.A. in Luxembourg
FIS Privatbank is a private bank that operates for about 30 years in Luxembourg, one of the main banking jurisdictions in Europe. Its expertise comprises the activities of wealth management, asset management and financing. Main clients are high net worth individuals, family offices and institutional investors. At the end of 2022, the bank managed about EUR 500 mm from […]
Stephen Bowman and Hikmet Ersek elected to Voya’s Financial board
Voya Financial, Inc., announced yesterday that Stephen “Biff” Bowman and Hikmet Ersek have been elected to the company’s board of directors, with immediate effect. Bowman was most recently chief financial officer of Northern Trust Corporation, a leading provider of wealth management, asset servicing, asset management and banking. He will serve on the board’s audit committee; […]
John McInerney onboards as Director, SWM at Lido Advisors
Lido Advisors, LLC (“Lido”), a leading wealth management firm, announced recently that John McInerney has joined the firm as Director, Senior Wealth Manager (SWM). Industry sources added that Mr. McInerney offers strategic and financial advice to Lido clients leveraging years of comprehensive wealth management experience. Before he joined Lido, he has Industrial expertise of 13 years at […]
NFP acquires Simon Shirley Advisors to scale up in the Irish market
NFP, a leading property and casualty broker, benefits consultant, wealth manager and retirement advisor, recently acquired financial advisory firm, Simon Shirley Advisors Limited (SSA). The transaction closed effective May 1, 2022. Based in Dublin, SSA is a boutique financial advisor firm, led by founder and CEO Simon Shirley. It advises domestic companies and multinational businesses on all aspects […]
