10/31/2024
Robert’s broad experience and industry networks are unique and we look forward to enriching our client relationships by leveraging his passion and expertise as we serve enterprise relationships and other strategic accounts
10/31/2024
It added that investors interest in low-cost funds is on the rise, keeping low-expense ratios prevalent, while active management has found its niche within exchange-traded funds.
10/31/2024
The company emphasized Rodríguez’s ability to manage accounts, operate in financial markets, and build strong client relationships, describing him as a “key asset” for Latincapital with a strategic focus for the company.
10/30/2024
The scope of Bosch’s work will also entail optimizing public stock and bond portfolios as well as collaborating with Innovia’s network of world-class private investment managers.
10/30/2024
Hand brings 30-plus years of industry experience to regional executive role.
10/29/2024
The Global Financial Sponsors Team acts as a crucial bridge between over 1,000 asset managers on the UBS platform and UBS’s internal partners.
10/29/2024
Wells Fargo’s previous chief comms officer, Amy Bonitatibus, left the bank in March for a position at PayPal.
10/28/2024
The whole Capgemini team is looking forward to supporting Olivier in his next chapter.
10/28/2024
With 25 years of wealth management experience, Parkin comes to HB after a two-year retirement
10/28/2024
His focus on financial planning and comprehensive investment solutions has allowed him to build a successful business serving high net worth clients and their family needs.
10/25/2024
Combining deep industry knowledge with Savvy’s innovative technology, new recruits are poised to increase efficiency and deliver enhanced client solutions
10/24/2024
With eight years of experience in the insurance industry, Miller has joined CRC’s Dallas, TX (Tollway) office as a broker specialising in commercial auto and transportation.
10/24/2024
Clients enjoy the breadth of options provided by large financial institutions with the depth of high-touch, personalized client service provided by specialty boutiques.
10/23/2024
In this new position, Havens is responsible for leading the company’s U.S. Wealth Management business including family office, investment management, trust, estate, private and business banking business.
10/23/2024
Sherman has previously been named one of the 500 Leading Lawyers in America and 500 Leading Litigators in America by Lawdragon
10/22/2024
DeSisto joins CWA with broad experience as Chief Investment Officer and portfolio manager of discretionary, quantitative and multi-asset investment portfolios
10/22/2024
Following CEO Dan Arnold's sudden firing earlier this month, LPL's board has chosen Steinmeier as his permanent replacement, while CFO Matt Audette adds president to his title.
10/21/2024
Dave Barton, vice chairman of M&A at Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors, has retired.
10/18/2024
He joins the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the Coral Gables office.
10/18/2024
The addition of Pratik and Spencer deepens our extensive cybersecurity expertise