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.
07/23/2019
Paloma Gómez de la Higuera was named as a senior private banker, while Jaime Beruete Concostrina, Patricia Fitzgerald and Carlos Núñez Alfaro were also added to the team.
07/19/2019
Broad Street Investment Management, which was set up by Morton a year ago, has hired a chief investment officer from a rival wealth firm.