10/08/2020
Capital Markets solutions include global post-trade capabilities that support a broad spectrum of asset classes on a component and enterprise basis, as well as trading capabilities that include LTx, Broadridge's AI-driven Corporate Bond platform.
10/07/2020
Mr. Lewis will support and accelerate the growth of TMF’s fund services unit in North America.
10/07/2020
The recruits include a 30-year industry veteran and an advisor focused on UHNW private banking.
10/07/2020
Greg earned a Bachelor's degree in Business Administration from Indiana University and a Master of Business Administration degree from the University of Chicago
10/06/2020
“I am excited to join BNY Mellon and look forward to partnering with my new colleagues in support of our clients’ priorities and business needs.”
10/06/2020
"For decades, KPMG has been providing independent, objective advice to business owners, entrepreneurs and ultra-high net worth families by leveraging the firm's multidisciplinary strengths, both within Canada and globally," says Yannick.
10/05/2020
Jack Lu has joined Wave as a Client Service Analyst.
10/05/2020
"Luiz is an exciting addition to Mayer Brown, and it is a huge pleasure to welcome him to the team," said Alexandre Chequer, partner and global head of the Oil & Gas Group at Mayer Brown.
10/02/2020
D’Agostino will also work with Dynasty’s clients to innovate and develop additional resources they need to meet the expanding needs of their clients and businesses.
10/02/2020
The team, which oversaw more than $6 billion of client assets, is expected to join UBS’s private wealth management division aimed at ultrarich clients later this year.
10/02/2020
The firm, which specializes in ESG investing, manages $840 million in client assets for individual and institutional clients.
10/02/2020
His appointment expands and complements the breadth of expertise among our current board members, and positions PNC well for ongoing strength and growth as our business continues to evolve," said William S. Demchak, PNC's chairman, president and
10/01/2020
Mr. Stein will report to Thomas E. Faust Jr., Chairman and Chief Executive Officer of Eaton Vance.
10/01/2020
RBC Wealth Management has $414 billion in total client assets with more than 2,000 financial advisors operating in 179 locations in 42 states.
10/01/2020
The Wall Street bank has streamlined operations to include four units, namely investment banking, trading, asset management, and consumer banking and wealth management.
10/01/2020
Addition of D’Agostino Strengthens Dynasty’s Rapidly Expanding Wealth Management Platform
10/01/2020
These new hires will support Capitolis in its next phase of growth and play a key role in advancing the company’s mission to transform the capital markets through its collaborative technology and platform.
09/30/2020
The private wealth and consumer businesses will be combined into a unit led by Tucker York and Stephanie Cohen.
09/30/2020
Goldman Sachs Chief Strategy Officer Stephanie Cohen will run its consumer and wealth management division as part of a series of fresh changes at the US bank
09/30/2020
Matt joins BNY Mellon Wealth Management from Northern Trust where he was a Senior Wealth Strategist, focused on providing wealth structuring advice to the firm's ultra-high-net-worth clients and prospects.