04/16/2020
JPMorgan has been overhauling its wealth management unit since combining its Chase bank network of financial advisors with its U.S. wealth management business for high-net-worth clients at the end of last year, FundFire writes.
04/14/2020
She oversaw the EMEA family office business and the Corporate Finance Advisory business for Wealth Management.
04/14/2020
Riege was later made a managing director and senior advisor for the Swiss private bank.
04/14/2020
Measures adopted to regulate banking industry after 2008 financial crisis may have just shifted risks
04/14/2020
The members of Russell Giammarino Wealth Management include Sean Russell, Director of Wealth Management; Philip Giammarino, Director of Wealth Management; and Jean Kunkel, Client Service Manager.
04/14/2020
Latest move follows Mike Ryan changing his job within the Swiss giant's senior management.
04/09/2020
A former advisor to the French Treasury, he boasts long-standing relationships in France's tight-knit world of finance and has worked with companies including L'Oreal and Danone.
04/09/2020
She will provide counsel on Technology risk and control issues as well as direct issue management and remediation efforts.
04/09/2020
Reached at his new Raymond James & Associates office, Montalvo confirmed the move, but said he was not authorized to discuss details of the transition or the team’s reason for moving.
04/09/2020
David joined Benjamin F. Edwards in April bringing extensive experience and expertise in mergers, acquisitions, corporate sales and divestitures, leveraged debt financing, financial restructurings and equity capital-raising.
04/08/2020
His appointment continues Rockefeller’s trend of attracting key leadership talent and top advisors.
04/08/2020
The additions come on the heels of the firm adding Bruce Zirinsky and Gary Ticoll to its Florida location, and Ian Jack to its London office.
04/08/2020
Both will be valuable additions to the advisory board and will greatly assist QuestCap realize its vision of a sustainable, healthier future.
04/07/2020
Eduardo Cruz has been appointed head of private banking in Latin America.
04/07/2020
Mr. Murphy joins following more than two decades at KPMG
04/07/2020
Riley’s appointment continues Rockefeller’s trend of attracting key leadership talent and top advisors.
04/07/2020
Citadel had been among firms that were struggling in the first half of March as the coronavirus pandemic virtually halted the global economy
04/06/2020
Doug is a trusted and well known counsellor in Silicon Valley.
04/06/2020
SS&C GlobeOp’s Tax Services Group offers enhanced tax delivery to financial services firms
04/06/2020
Ms. Eldridge joins Glenmede from JP Morgan Private Bank