06/27/2018
Most recently, she was an Executive Director and Head of Research at Stockdale Securities and previously she was Head of UK Mid-Market Research at RBS Global Banking & Markets.
06/27/2018
Based in London, he will report to Patric Foley-Brickley, Head of Business Development & Client Management - Europe.
06/26/2018
They will work alongside Snowden Lane’s existing San Antonio-based operation, the Strategic Management Group, which joined Snowden Lane from Merrill Lynch in 2017.
06/26/2018
Mr. Grossman joins from Wells Fargo where he was one of the cofounders of its Legal Specialty Group.
06/26/2018
The acquisition mushroomed in complexity and risk when BSI was ensnared in the 1MDB scandal and shut down in Singapore mid-way through the deal.
06/26/2018
Feuz has been slated to be the executive chairman of the firm's Bahamanian business, according to the statement.
06/26/2018
He recently led the firm’s retention efforts after its acquisition of National Planning Holdings.
06/26/2018
In May, Tuck graduated from The Wharton School at the University of Pennsylvania, ranked by Forbes as the No. 1 business school in the country, with a Master of Business Administration in management.
06/26/2018
Steinmeier has joined LPL, a brokerage that stands in direct competition to UBS in U.S. wealth management
06/26/2018
According to a press release, Schuler joined Swisspartners group four years ago, and has successfully helped to expand the business.
06/22/2018
Now 65, the Swiss banker-elder statesman is back on the scene as chairman of Zurich's Private Client Bank, or PCB, according to the company's website.
06/22/2018
Butler has more than 25 years of experience in financial services.
06/22/2018
Sieff joins from Ashburton Investments, where he held the position of Senior Portfolio Manager.
06/22/2018
I am very pleased to welcome Matthew to the wealth planning team
06/22/2018
Brooks Macdonald is one of a number of wealth managers developing its financial planning capabilities
06/22/2018
Woodley would now oversee advice across Fitzpatricks Financial Group, with a strategic focus on mentoring and coaching advisers.
06/22/2018
Ultimately, Maccio said he saw his situation as not being 'sustainable in the longer term'.
06/21/2018
He was joined by his business partner, Patrick M. Murphy, whose Morgan Stanley biography says he has more than 15 years of experience
06/21/2018
Nogues will assume leadership of the firm’s investment management team
06/21/2018
Falcon is seeking to reinvent itself after the 1MDB scandal which wiped out its Singapore branch.