06/24/2019
Rockefeller Global Family Office boosts team
“Carissa is an accomplished, trusted advisor to sophisticated families, with deep expertise in trust and estates, multi-generational planning, philanthropy and investment advisory.”
06/24/2019
Deutsche Bank Continues Wealth Management Expansion
We continue to hire top industry talent as we grow our presence in key markets in the Americas.
06/21/2019
BMO appoints Global Head of rebranded UHNW division
Kennedy, 54, who joined the Toronto-based bank last week, will lead a global expansion of the unit, with a team of more than 200 people, the company said Thursday in an emailed statement.
06/21/2019
A Chicago native, Kennedy holds an MBA from Loyola University of Chicago.a
06/21/2019
The Fort Lauderdale-based firm has been offering its broker-dealer and back-office advisory services to US onshore advisors since it was formed in 1997.
06/20/2019
A former senior UBS and Lloyds private banker has joined LGT Vestra as a partner
06/20/2019
She is a regular speaker at industry events and has been actively participating in conferences and roadshows that ALFI is organising in Luxembourg and across the globe.
06/19/2019
Robert Van Kleeck has resigned as manager of the firm's sterling bond fund after the mandate was closed to new investors in anticipation of 'large redemptions'
06/19/2019
The Marlborough Group has appointed Nick French from Russell Investments where he was managing director and head of UK wealth management.
06/19/2019
Her previous experience at City firms means that she understands both the onshore and offshore elements of the transactions
06/19/2019
He will draw from this experience to help advance the firm's modern approach to integrating all facets of wealth management solutions
06/19/2019
A company spokeswoman confirmed Tuesday evening that Mr. Willcox would continue to run the business until the transition of responsibilities to Mr. Gatch at the end of the year.
06/19/2019
Collings has joined Colony as a Senior Wealth Advisor
06/18/2019
The super-rich segment is key to both Credit Suisse and UBS' wealth management efforts.
06/18/2019
She will focus on working in partnership with Schroders' institutional clients
06/18/2019
Wealth manager is looking to recruit more financial planners and investment managers for new location
06/18/2019
Habibian is the latest in roughly three dozen bankers to join Pictet from Julius Baer globally under new wealth management co-head Boris Collardi.
06/18/2019
International multi-family office expands Corporate Finance team
He has extensive investment banking and corporate finance experience
06/18/2019
Charles Stanley has hired from Barclays as it launches an office in Glasgow, continuing a recent targeted expansion in Scotland.
06/18/2019
“The board came to the conclusion that there was a material breakdown in trust and confidence,” it said.