08/28/2020
Stifel, which in February opened a southern Texas office with two career-Merrill advisors, has sourced 23 advisors in the Lone Star State from the wirehouse in the past two years, according to Robert Johnson, firm’s southwest region director.
08/28/2020
From 2013 to 2018, he served as Senior Investment Strategist for The Boston Company Asset Management large cap equity team, covering core, value, and dividend strategies.
08/28/2020
Previously, she was senior vice president, relationship manager for CIBC Private Wealth Management and assistant portfolio manager with the Sustainability Group of Loring Wolcott & Coolidge.
08/28/2020
Peter Conrad was also CEO of Zwei Wealth Experts Italy for nearly three years.
08/28/2020
He was short-listed after applying having confirmed in October that the CPA had asked for expressions of interest in the role from its 17,000 members.
08/28/2020
“The banking industry is at an important inflection point as we do all we can to help the economy recover from the impacts of COVID-19 and ANZ will remain committed to that cause,” Mr O’Sullivan said.
08/28/2020
Before joining UBS, Emile worked in the International Wealth Management and Asset Management department at Credit Suisse.
08/27/2020
Kenneth Lombino, a former president of the Ferrari Club of America’s southwest region, was producing between $500,000 and $600,000 at Merrill, according to two sources.
08/27/2020
Promotion of Barness Reflects Key Role in Aligning Relationships, Services, Products and Research to Reinforce Oppenheimer's Leadership in Equities
08/26/2020
In his new role, Mr. Hall will lead PIMCO’s talented U.S. GWM team in providing wealth clients with a broad suite of strategies including core fixed income, income strategies, municipals, credit, and enhanced cash and longer-term illiquid strategies
08/26/2020
The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington DC PWM office
08/26/2020
To increase our execution power and commercial focus throughout the organisation
08/26/2020
After more than 10 years in office, Ralph Lewin and Andreas Sturm will leave the institution from 31 March 2021.
08/26/2020
Spanish group hires renowned international trade sector specialist to launch new global fund.
08/25/2020
The team will join the UBS Northeast Private Wealth market, managed by Julie Fox, located in the Washington, D.C. PWM office, reporting to Branch Manager Brendan Graham.
08/25/2020
A senior leader in financial services, Lynne has worked in banking client service, institutional securities operations and wealth management.
08/25/2020
Worked at Legg Mason for 13 years
08/25/2020
With a goal of 109 locations - compared to 146 at present -Credit Suisse will continue to have a strong regional presence in the future.
08/25/2020
Amy has led numerous accounting teams and worked on large multinational accounts across the North American and European markets.
08/25/2020
He is also a founding member of the Swiss Blockchain Federation, the Swiss Finance Technology Association and the Crypto Valley Association.