07/29/2019
“Mark and Rick are accomplished wealth managers who share First Republic’s commitment to delivering exceptional client service,” said Bob Thornton, President of First Republic Private Wealth Management.
07/26/2019
It's believed Knox, who spent 23 years at the Swiss bank and has been CEO since 2015, will announce his resignation in the coming days.
07/25/2019
Current general manager of NAB Financial Planning and NAB Direct Advice Tim Steele has also been promoted, and will assume the role of group executive, retirement and investment solutions from September.
07/25/2019
The bank has been offering its products and services, as well as its expertise as a globally active wealth and asset manager, to its private and institutional clients in Basel for around 10 years.
07/23/2019
Hall, whose new practice will be called CLH Wealth Management, had been overseeing $150 million in client assets and was generating $1.5 million in revenue at UBS, Frick said.