08/24/2018
He will be responsible for managing the evolution of Atria’s technology platform as the firm continues to enhance and build new technology capabilities to better serve advisors and their clients.
08/24/2018
The second hire is Oliver Scharping, who joins as a portfolio manager for alternative equity strategy.
08/24/2018
OM PCA will be rebranding as Quilter Private Advisers.
08/23/2018
She is an active member of several local committees including Elevation Society, Executive Women’s Roundtable and Texas Commission on Law Enforcement.
08/23/2018
Alex Tanouye joins the growing high-net worth practice in Washington D.C.
08/23/2018
Our team decided to join RBC Wealth Management because of the firm’s longstanding reputation of putting clients first
08/22/2018
The bank tapped Francois Monnet and Benjamin Cavalli to help lead the wealth management business in North Asia and South Asia, respectively.
08/22/2018
The firm currently employs more than 110 people in offices in Zurich and Geneva.
08/22/2018
Vanguard, which manages $5.1 trillion globally (£3.9 trillion), while the European arm has over $175 billion in assets under management.
08/22/2018
The firm is specifically looking for senior private bankers and technical analysis specialists.
08/22/2018
The bank thanked and lauded de Ferrari, who is stepping down after seven years in the top Asian wealth job to run AMP, a scandal-tarnished Australian wealth manager, for his contributions.
08/22/2018
Swiss bank's old European research head teams up with former Exane duo as change sweeps the industry
08/21/2018
Appointment Supports SEI's Strong Growth in Global Markets
08/21/2018
Nicole Boutmy de Katzmann departs Oppenheimer for boutique upstart
08/21/2018
KPMG has subsequently been making a concerted effort to strengthen its growing wealth and asset management division in recent months.
08/21/2018
Innovative Financial Solutions manages clients that include faculty and administrators at Indiana University.
08/21/2018
The team will report to Tiller Co-Founder and Chief Investment Officer Jonathan Wauton.
08/21/2018
More details have emerged about veteran loans banker Ashish Sharma’s new job at HSBC.
08/21/2018
Gary joins from Coutts where he has worked since 2014
08/20/2018
He succeeds Peter Preisler, who left the company a year ago to pursue other opportunities.