11/16/2020
Prior to joining United Wealth Management, he served as SVP, market director of fiduciary services with Hawthorn, PNC Family Wealth in the Washington, D.C., and Baltimore Family Office for PNC Bank.
11/13/2020
Uruguay wealth shop bags Indosuez advisor for Brazil team
Aqua WM runs $1 billion in assets for clients in Brazil, Argentina, Uruguay and Paraguay.
11/13/2020
In her expanded role, Ms. Fato has assumed responsibility for Global Communications in addition to the Government Relations and Public Policy group
11/12/2020
He will report directly to Dynasty Financial Partners’ President & CEO Shirl Penney.
11/12/2020
Its Latin America business, headed by Jose Ernesto Fuentes
11/12/2020
Mercado Group was part of Morgan Stanley for more than a decade before joining Oppenheimer & Co.
11/12/2020
Newly elected individuals represent continued growth of the industry despite turbulent 2020
11/12/2020
Prior to joining Spearhead, Mr. Dalal was the Senior Vice President and Associate General Counsel of Momentum Advanced Planning, advising families on planning/structuring to maximize their wealth and generational family transfers.
11/11/2020
Pagetti was JPMorgan’s head of onshore private banking in Brazil when she left in 2018 after almost two decades at the New York-based firm.
11/10/2020
New Addition Underscores Depth of Oppenheimer's Services, Quality of Leadership Team, Commitment to Expanding the Firm's Global Reach
11/10/2020
Firm Experiences Growth Despite Challenges of 2020
11/09/2020
Mr. Reese played a key role in the success of the consumer business with responsibility across investments
11/09/2020
O'Shaughnessy worked at Envestnet | Yodlee from 2003 to 2017
11/09/2020
Freno is now appointed as Chairman and Chief Executive Officer, Barings LLC (on November 5, 2020).
11/09/2020
Debra Brede started her own business in 1990 to provide comprehensive investment and wealth management services to high net worth individuals and families as well as a range of institutional clients.
11/06/2020
He will report to Giovanni Cutaia, Global Head of Real Estate Asset Management, and will coordinate closely with Blackstone’s corporate ESG leaders.
11/05/2020
As President, van de Stadt will be based in London.
11/04/2020
All three will focus on underwriting renewable energy risk across wind energy, solar energy and battery storage, including package policies providing property, general liability and umbrella coverage that spans construction and operations of projects.
11/04/2020
In his new role, Mr. Luyt will have direct responsibility for all IAH underwriting functions, including underwriting governance and controls, product development
11/03/2020
Julius Baer Hires for Mexico Push
The Swiss private bank is poaching from UBS and Credit Suisse to reinforce its efforts with wealthy Mexican clients. The move follows Julius Baer's ditching several troubled markets in Latin America.