02/26/2020
Colavita and Sullivan have worked at Merrill for their entire brokerage careers of 26 and 33 years, working their ways up from starting positions as an analyst and client associate, respectively
02/26/2020
This move was more than just swapping sides, going from buyer to vendor.
02/26/2020
Philip Howell stepped down as CEO of the FTSE 250 company in May 2019
02/26/2020
Among the management changes the firm made, Mollie Colavita was named head of private wealth services and will oversee family office services, wealth strategists and the firm’s Center for Family Wealth, according to a memo seen by On Wall Street.
02/26/2020
Meanwhile, Carolina Moura-Alves was head of asset allocation
02/25/2020
In the newly-created role, Cohen will oversee compliance, the investment process, business development and reporting.
02/25/2020
Former Senior Resident Director at Merrill Lynch moves his experienced team of planning and investment professionals for launch of independent wealth management firm.
02/25/2020
He will be in charge of developing the business for German institutional and private clients.
02/25/2020
He will report to Suni Harford, president of UBS Asset Management, and be a member of the division's executive committee.
02/24/2020
The appointments of David and John reflect our continuing commitment to identify and attract the brightest talent in our industry” said Andrew Wilkes, Head of Business Tax Services at Smith & Williamson.
02/24/2020
A spokesperson for the bank declined to comment on the appointment.
02/24/2020
At the Spanish bank, she started working as a financial adviser with a commercial angle, coming to be latter private banking director.
02/24/2020
Buehlmann has already been replaced by Raymond Yin
02/24/2020
Clients are increasingly seeking to invest in illiquid assets that deliver consistent returns not correlated with the public markets.'
02/21/2020
In his new role, Cardyn will help ultra-high net worth clients structure their wealth, the firm announced in a LinkedIn post on Wednesday.
02/21/2020
The wealth manager has hired BNP Paribas Wealth Management’s former co-CEO.
02/21/2020
She will bring long-standing experience in the banking sector.
02/21/2020
The investment manager has named Jake Lewis and Luciano Caira to its DFM distribution team.
02/20/2020
The 53-year-old Dutch banker Hamers will succeed group CEO Sergio Ermotti who has been with the bank for more than nine years.
02/20/2020
Golden State is composed of Golden State Wealth Management, Golden State Asset Management, and also Golden State Equity Partners.