06/04/2018
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
06/01/2018
Mr Platt said high profile stars needed expert, timely advice from legal experts, more than ever before.
06/01/2018
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.
06/01/2018
Due to tax rules, 'there are clients that maybe want to leave their money in Peru, not take [it] out,’ Velarde said.
06/01/2018
In his new role, Schena will be responsible for fund selection and will be creating, managing and monitoring scoring systems based on quantitative analyses.
05/31/2018
In this role, Eagan will be responsible for the oversight of client service, management and strategic growth of Bernstein's business in the region.
05/31/2018
Wealth Manager revealed the pair resigned from Thesis, where Nathoo was a client director, in January.