01/11/2012

UK wealth firm rolls out key appointment

Jim Roberts, 60, has more than 30 years' experience in the financial services industry and brings with him extensive expertise in the retail investment market.

01/10/2012

First Republic Bank taps industry veteran for top role

First Republic Private Wealth Management provides customized wealth management solutions, including trust, investment management and brokerage services, to high net worth individuals and families, foundations, and endowments. First Republic Private Wealth

01/09/2012

Bank hires new wealth management director

In his new role, he will oversee the trust services and investment management groups as well as the bank’s wholly owned registered investment advisers, Morton Capital Management and R.E. Wacker Associates.