05/18/2018
At Schroders, Rosemberg oversaw relationships with high net worth clients in private banking and financial advisory in Latin America, excluding Brazil and Mexico, from his base in Santiago.
05/18/2018
The team, previously affiliated with Wells Fargo Advisors, oversees $300 million in assets under management.
05/17/2018
Veteran LatAm advisor joins European private bank
He moved to Chile in 2013 to join the local Credit Suisse operation as a private banker serving high net worth clients.
05/17/2018
‘We are convinced that both will support us on Belvoir Capital’s further path to becoming a modern and innovative asset manager.’
05/17/2018
Daniel has more than 17 years’ experience in the wealth management industry.
05/16/2018
Iconiq Co-Founder Starts Rival Wealth Firm, Swipes at Conflicts
Boeding’s Epiq Capital will cater to ultra-wealthy clientele
05/16/2018
Wells Fargo Advisors Loses More FAs to Raymond James
"We’re very pleased to welcome Wayne and Steven, who share our values and longstanding philosophy that clients’ interests come first,"
05/16/2018
Boston Private Wealth Promotes Tom Anderson to Chief Operating Officer and Shannon Saccocia to Chief Investment Officer
Both Ms. Saccocia and Mr. Anderson will report directly to Scott Dell’Orfano, President of Boston Private Wealth.
05/16/2018
Wealth firm appoints ex-PwC managing partner to board
'Stuart was my boss and mentor when I was at PWC, and he really is a master in professional services,' Priday said.
05/16/2018
UBS moves 80 staff into artificial intelligence unit
Swiss bank switches its co-head of fixed income trading Chris Purves to head the operation
05/16/2018
JPM makes series of sales appointments following exits
James Wring has been appointed regional sales manager for South West England, having formerly been regional sales manager at Jupiter.
05/16/2018
His will official start in his new role on 1 June 2018 and will report to Michael Klose, CEO of third-party asset management at Swiss Life.
05/15/2018
The new hires are the latest additions to the firm’s wealth management segment.
05/15/2018
Liddy has been providing financial and wealth management services to high net worth families, foundations, and businesses for over 25 years.
05/15/2018
Over the past year, J.P. Morgan Securities has pulled in a number of elite brokers and teams managing large books of business.
05/15/2018
Hoffmann was one of the bank’s most important managers over the past years.
05/15/2018
A group of five jumped after a short stint at Balyasny
05/15/2018
RBC Wealth Management beefs up relationship team
RBC Wealth Management has made a senior hire to its London-based relationship management team
05/15/2018
Thesis adds to Guildford office with RBC hire
He will be tasked with building new and maintaining existing client relationships and growing the assets for the Guildford office, which currently sit at over £120 million.
05/14/2018
It was not revealed whether Simon Lue-Fong intends to stay within the industry.