CHICAGO--(BUSINESS WIRE)--Gresham Partners LLC ("Gresham"), an independent investment and wealth management firm that manages $9 billion* for select families and family offices, announced the ...

NEW YORK & LONDON--(BUSINESS WIRE)--Claudia Bertolino has been appointed as Head of Private Equity and Private Credit, Fund Services of the Citco group of companies (Citco) – with a remit of creating ...

CHICAGO, Feb. 14, 2023 /PRNewswire/ -- The Grossman Group, a Chicago-based leadership and internal communications consultancy, is pleased to announce the appointment of Jason Greenspan to Head of ...

Bertolino served as Citco’s head of business development from 2017 and head of client service management from 2014 to 2016 Citco is a network of providers of asset servicing solutions to the global ...

BNY Mellon has recruited Jeff Pamplin as head of client service management in EMEA for its alternative investment services (AIS) business. He will be based in Dublin and report to Carol Andrews, head ...

BNY Mellon has appointed Douglas Shulman as senior executive vice president and global head of client service delivery. Shulman has also joined the firm’s executive committee. In his new role, he will ...

Previously, Ross worked at Bridgewater where he was most recently head of the investment engine Previously, he was co-head of client service and marketing Ross served on Bridgewater’s operating ...

Last month Bill Gates worked a shift in customer service at his daughter’s startup. While some cynics might view this as a clever publicity stunt for a fledgling company , Gates has been taking the ...

October 2nd, 2025 Why operational benchmarking is asset management’s quiet advantage Comparative data is quietly transforming service performance, risk management and client outcomes, writes Richard ...