12/29/2021
SEI Announces Leadership Change
SEI today announced the departure of Steve Meyer as an Executive Vice President and Head of Global Wealth Management Services
12/29/2021
SEI today announced the departure of Steve Meyer as an Executive Vice President and Head of Global Wealth Management Services
12/29/2021
He advises high net worth individuals, family offices and businesses on multifaceted trust and estate planning, administration, litigation and dispute resolution.
12/29/2021
Pfister will stay active at the Zurich-based firm with a slightly reduced workload, the firm said.
12/29/2021
Ray Chan brings 20 years of experience in industry, specializes in investment advisory
12/28/2021
At Wells Fargo, Ritz was a private wealth manager in the wirehouse’s private financial advisory group.
12/27/2021
At Franklin Wealth Management, Jones is mostly involved in back-office work including research, trading, portfolio management, and market strategy.
12/24/2021
That deal is good news for two new hires in the Palo Alto office of BMO Family Office
12/24/2021
Merrill is adjusting its leadership as demand for advisers climbs and banks bolster businesses that serve affluent clients.
12/23/2021
Experienced marketing leader joins to drive branding of private banking and wealth management businesses
12/23/2021
In her new role, Tan is leading the creation of a unified advisory proposition globally across the wealth continuum covering all the private banking and retail segments.
12/23/2021
He holds a Bachelor of Science in Economics from the University of Barcelona and a Master of Business Administration from the European University, Barcelona.
12/22/2021
She brings more than two decades of wealth management experience to the role.
12/22/2021
She is one of many that Wilmington Trust recently announced across its business units.
12/22/2021
She succeeds Luisa Todini who has resigned from the Board.
12/22/2021
He will form part of NTAM EMEA’s executive leadership team
12/22/2021
The plan stood apart from many of Credit Suisse’s major banking peers, all of whom talk up sustainability but none have added it to top management.
12/22/2021
The plan stood apart from many of Credit Suisse’s major banking peers, all of whom talk up sustainability but none have added it to top management.
12/22/2021
Prior to that, she spent more than 13 years in various expert and leadership functions in the financial services industry in New York and Connecticut, USA, and in Athens, Greece.
12/22/2021
This appointment underscores our commitment to the topic, and reflects the continued, growing importance of sustainability and ESG integration for our clients.
12/21/2021
Varvel had previously headed up the bank’s asset management division, which sold investments linked to Greensill, the supply chain finance firm that collapsed into administration earlier this year, amid allegations of fraud and a lobbying scandal in