11/01/2018
Cambridge Associates Appoints Global Head of Private Client Practice
Pang to Lead Expanding Business Unit Helping Families of Institutional Scale; Joins from JP Morgan Private Bank
11/01/2018
Pang to Lead Expanding Business Unit Helping Families of Institutional Scale; Joins from JP Morgan Private Bank
11/01/2018
Joseph joins WFAM from Ameriprise Financial, where he served as a Director on the Asset Allocation team.
11/01/2018
The team’s long-term track record demonstrates its ability to add value across various investment cycles and through transitions.
11/01/2018
In his new role, Dupuy will oversee all aspects of strategy and execution for Rockefeller Wealth Management
11/01/2018
Current chief executive Tim Buckley will take over in this role at the low-cost US asset manager at the end of the year
10/31/2018
The bank has also withdrawn from Venezuela, following a former Julius Baer banker’s conviction for money laundering.
10/30/2018
Julius Baer is close to getting a license to do onshore banking and the company already appointed a head of office.
10/30/2018
They will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.
10/30/2018
Nearly Half of New Partners are Women, Minorities or Both Six New Counsel Also Named
10/29/2018
Supports focus on simplification efforts and enhancing digital experience
10/26/2018
Appointment Underscores Company's Commitment to Growth and Client Success
10/26/2018
Kirsty Jenkinson will join the $229 billion system in January.
10/25/2018
“The team’s overall emphasis on tax and strategic planning and implementation of carefully planned business decisions make them an ideal addition to our firm.”
10/25/2018
The appointment is effective immediately.
10/25/2018
Mr. Higdon holds two bachelor of science degrees in the social sciences from Northern Illinois University
10/25/2018
The pair previously oversaw $136 million at Wells Fargo Advisors, Raymond James says. They’re joined by registered client service associate Anne Gotingco, according to the press release.
10/24/2018
Will Serve as COO of Trust & Advisory Practice
10/24/2018
Emil Michael had served as Uber’s chief business officer, but left following a workplace-culture probe
10/24/2018
He'll be based at the firm's recently-opened office in Santiago, which was set up to serve as a hub for the region.
10/24/2018
Szyperski is a past chairman of the Virginia Bankers Association and currently serves on VBA’s board and chairs the VBA Education Foundation.