10/23/2020
Mr. Roth previously served as CEO of AIG Advisor Group, as well as CEO of Cetera Financial Group, two of the nation's largest networks of independent financial advice firms, encompassing thousands of independent wealth management practices across the
10/23/2020
Julius Baer director exits to launch São Paulo wealth shop
Justus and Eraldo Salles also plan to launch Legend Investimentos, a business that will aim to attract independent financial advisors and will offer access to BTG Pactual’s digital platform, according to reports.
10/22/2020
In this role he was the primary client contact for several of the firm’s endowment, foundation and pension clients.
10/21/2020
Taira has more than 29 years of experience in the financial services industry and has previously worked for Credit Suisse and Citi Private Bank, according to his LinkedIn profile.
10/21/2020
The New York-based group includes three advisors, all of whom have been in the business for more than 20 years.
10/20/2020
Jason will be based in the United States and will oversee all aspects of our business in the region.
10/20/2020
Shih Yann Loo and Melinda Phelan join the Firm's Executive Committee
10/20/2020
Robert joined UBS PWM as it allowed him to create a boutique family office within the largest wealth management firm in the world.
10/20/2020
Fernando Vicario appointed chief executive of bank’s hub in Ireland
10/20/2020
will be responsible for defining the company's long-term sales and marketing strategies in North America.
10/20/2020
He was also a member of the firm’s Operating Committee.
10/20/2020
Jupiter struck a strategic partnership with NZS in December 2019 to become the exclusive distributor of the firm's investment funds.
10/16/2020
Forms Lazard Coherence team of industry veterans with credit expertise -
10/16/2020
Among the first wave of hires was Chris Randazzo, managing director, head of wealth management and head of technology and operations.
10/16/2020
His deep understanding and relationships across our business will be instrumental in supporting our Active Wealth management approach to help our clients achieve long-term financial success.
10/16/2020
Commercial Banker Adds to Wealth Boutique’s Growing Momentum with Entrepreneurs
10/16/2020
Fund investors have been notified about Atwan’s departure
10/15/2020
The family office firm recently announced a deal with Sagard Holdings
10/15/2020
“These wrongful actions were personal actions, and do not involve our customers.”
10/14/2020
Audrey brings substantial global business and financial services experience to this role