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.
09/30/2020
He will serve as a Senior Advisor in the Family Office Division of SKK
09/30/2020
$200M Houston, TX, team is the latest financial advisory group to adopt Integrated’s national registered investment advisory model•Three Cords has chosen Fidelity as their custodian of record
09/29/2020
Robert Poliseno appointed Chief Operating Officer, North America Field Operations; Melissa Scheffler named Regional Executive Officer, Mid-Atlantic Region
09/29/2020
NYMBUS' "end-to-end" solutions set it apart from other providers, Kendall said.
09/29/2020
Her hiring comes two months after Dani Fava, formerly with TD Ameritrade, was named the firm's head of strategic development.
09/28/2020
He has led strategic initiatives that resulted in new offerings in multi-strategy credit, co-investment in structured products, such as collateralized loan obligations; private real estate; long/short equity, and distressed debt.
09/25/2020
Mr. Henton was previously a member of the Board of Equity Bridge PCC Limited, Northill Global Strategies SPC, Louvre Group Limited and Settlements SA.
09/25/2020
Tim Dunbar to retire after 34 years
09/25/2020
Veteran real estate executive to lead multifamily company's growth, secure long-term institutional investment partners