01/06/2022
The Irish offering will include, subject to the applicable regulatory approvals, corporate and fund administration services to unregulated and regulated structures across Debt, Capital Markets, Real Estate, Infrastructure, Private Equity, Aviation, Hedge
01/05/2022
Bruton, who left Kingswood U.S. in June, will lead Gladstone Group’s strategic growth consulting division.
01/05/2022
Mandy Donald is the trust's new NED
01/05/2022
Henry has also recently been appointed as an independent member of the new States Investment Board by the States of Guernsey’s Policy & Resources Committee
01/05/2022
Tu is a former chief investment officer and vice president of Foxconn Industrial Internet, a subsidiary of the Taiwanese electronics manufacturing firm Foxconn.
01/05/2022
Wilmington, MA-Based Brisbois Capital and Chicago-Area Associates Group Bring $160 Million in Total Client Assets and Over 50 Years of Experience to LaSalle St.
01/04/2022
The startup was co-founded in 2014 by former UBS chief economist Klaus Wellershoff.
01/04/2022
There are two new members of executive management.
01/03/2022
Andrew Auerbach will depart in the coming months after more than two decades with the firm
01/03/2022
In 2010, Ms.McQueen started working at Amazon.com, INC. headquarters in Seattle serving as a senior financial analyst providing financial analysis and oversight for Amazon's financial operations.
01/03/2022
He previously worked at Credit Suisse, both in Zurich and Luxembourg.
01/03/2022
Hoehener will keep his roles as a consultant on the board of directors of digitalization consultant Ti&m
12/29/2021
SEI today announced the departure of Steve Meyer as an Executive Vice President and Head of Global Wealth Management Services
12/29/2021
He advises high net worth individuals, family offices and businesses on multifaceted trust and estate planning, administration, litigation and dispute resolution.
12/29/2021
Pfister will stay active at the Zurich-based firm with a slightly reduced workload, the firm said.
12/29/2021
Ray Chan brings 20 years of experience in industry, specializes in investment advisory
12/28/2021
At Wells Fargo, Ritz was a private wealth manager in the wirehouse’s private financial advisory group.
12/27/2021
At Franklin Wealth Management, Jones is mostly involved in back-office work including research, trading, portfolio management, and market strategy.
12/24/2021
That deal is good news for two new hires in the Palo Alto office of BMO Family Office
12/24/2021
Merrill is adjusting its leadership as demand for advisers climbs and banks bolster businesses that serve affluent clients.