06/13/2023
"I'm thrilled to be here at CoastalOne and excited to work with its new ownership to implement a dynamic vision and growth strategy for the future."
06/13/2023
The AMCS Group has hired Sebastian Araujo in Uruguay to shore up fund sales coverage of its team in the region.
06/12/2023
The private bank is designed to provide personalized, 24/7 concierge-level banking services
06/12/2023
Prior to joining UBS, she spent 10 years as a Financial Advisor at Bernstein Private Wealth Management after starting her career at IPS Strategic Capital.
06/09/2023
Alberto Valenzuela is taking on a new non-executive role at the firm at the start of next year.
06/09/2023
The memo also outlined other personnel moves.
06/09/2023
Sawuk brings nearly 20 years of experience in financial services and life settlements
06/08/2023
The new additions are all in the Client Solutions division and are based out of the New York office.
06/08/2023
The group is continuing its hiring push for its Brazilian unit Julius Baer Family Office.
06/08/2023
Amy Lawrence is launching Gorilla Investments Co. in Miami.
06/08/2023
Eliasek's hiring will further boost the investment banking unit of Jefferies
06/07/2023
US-based manager becomes third specialist equity investor to depart in short space of time.
06/07/2023
Bill Lester will retire next year, with Bob Jurgensmeier set to succeed him as CEO and Susan Wilkinson as president and chief operating officer.
06/07/2023
“I’m thrilled to welcome Matt and Hudson to William Blair and the Private Capital Advisory team,”
06/06/2023
His previous two associates, Alison Ina and Paige Muirhead, will also join NewEdge Wealth.
06/06/2023
Experienced investor joins the firm from TD Securities
06/06/2023
He joined BNP Paribas in 1994
06/06/2023
"Cambridge Trust's reputation and history as a conservatively managed and client-focused institution is well known in the marketplace."
06/06/2023
"Calamos was founded as a wealth management firm and it has remained an important and growing part of our business since,"
06/06/2023
Zhang and Manfredini