Fiduciary Trust Company, a wealth advisor and investment management firm for high-net-worth individuals and nonprofits, expanded its leadership team with the addition of John P. Morey in the newly-created position of Vice President, Head of Client Service
Mr Platt said high profile stars needed expert, timely advice from legal experts, more than ever before.
The former heads of C. Hoare & Co Wealth Management, James Hoare and Annamaria Koerling, together with Andrew de la Haye, deputy managing director of First Names Group, have acquired a majority stake in investment consultants Enhance.
Due to tax rules, 'there are clients that maybe want to leave their money in Peru, not take [it] out,’ Velarde said.
In his new role, Schena will be responsible for fund selection and will be creating, managing and monitoring scoring systems based on quantitative analyses.
In this role, Eagan will be responsible for the oversight of client service, management and strategic growth of Bernstein's business in the region.
Wealth Manager revealed the pair resigned from Thesis, where Nathoo was a client director, in January.