07/20/2017
The wealth management industry will undergo considerable change in the years ahead, and Fiduciary Trust is well-positioned to meet the emerging needs of wealthy individuals and families across multiple generations,” said Ms. Mejia.
07/20/2017
Harold Rhee Joins as a Wealth Management Consultant
07/20/2017
Jean Champagne has joined the Houston office as a Private Client Advisor.
07/20/2017
Eileen Hughes and Joe Knight join Wilmington Trust's London office; Joanna Taylor added to Dublin office
07/20/2017
This is especially true in wealth management where firms face a large gap between their digital aspirations and their ability to deliver in the face of compliance, regulation and cost reduction.
07/19/2017
She led the DC real estate research and consulting practice.
07/19/2017
She has over 20 years of Discretionary Portfolio Management experience, and has led Discretionary Management teams and developed regional platforms.
07/19/2017
Through a network of partners across 150 countries we tailor our services to the unique needs of family businesses.
07/19/2017
Most recently Adam was a Director at HSBC Private Bank.
07/19/2017
Additionally, Northern Trust will create an EU-banking presence in Luxembourg, further establishing its commitment to the region.
07/18/2017
The hires come after a rebrand earlier this week, which has included the firm dropping the Signature name previously used by its IFA portfolio service.
07/18/2017
She served as managing director and business development officer for seven years.
07/18/2017
Bank appoints industry veteran, who also ran the business at Merrill Lynch, to newly-created role
07/18/2017
We will benefit from his focused efforts around growing our client relationships.
07/18/2017
The two private banks’ Boards will be similar, to reflect their close operational partnership and shared strategic priorities.
07/18/2017
Morgan joined Goldman Sachs’ asset management graduate programme after graduating with a first class degree in economics and politics from the University of Bristol in 2000.
07/17/2017
Swiss newspaper Le Temps reported that Mr Kern had taken a stake in rival Swiss watchmaker Breitling and planned to try to revive that brand.
07/17/2017
Gerald L. Hassell will continue to serve as Chairman of the Board through December 31, 2017, working closely with Mr. Scharf to ensure a seamless transition of responsibilities.
07/14/2017
It is understood Aberdeen had been searching for a locally-based person to take over the role for some time.
07/14/2017
Her hire completes UBS' German management team.