05/31/2018
Meanwhile, in Pasadena, Calif., Iain Whyte, Simon Holford and Bryan Muth have left Merrill Lynch to launch their own independent wealth management practice, Pasadena Private Wealth, according to FA magazine.
05/30/2018
Mr. McElroy brings over 25 years of experience in the financial services industry, with a proven track record of business development and raising assets.
05/30/2018
Evans is the third CIO to resign from a NY pension this month.
05/30/2018
To Oversee Next Phase in Celent’s Digital Services Platform
05/30/2018
Wells Fargo AM expands multi-asset team
Cheng’s focus is on managing absolute return and alternative risk premia strategies.
05/29/2018
In addition to Rockefeller Capital Management, Jung serves on the boards of Apple and Unilever. She was previously a director of General Electric and a supervisory board member of Daimler AG.
05/29/2018
Kraus began his career in the industry at Morgan Stanley but switched to Wells Fargo in 2009, according to his BrokerCheck profile.
05/28/2018
“Chad and Ryan will lead the charge on creating smoother transitions for acquisition partners and work toward our goal of fostering a strong team of highly specialized advisers.”
05/24/2018
He will join the asset management giant from Citi
05/23/2018
The firm didn’t reply to a Citywire Americas request for comment.
05/23/2018
It is significantly larger than the London Stock Exchange which handles about $8 billion daily trades for companies worth $3.6 trillion.
05/23/2018
EP Wealth Advisors Adds Chief Financial Officer, Promotes Head of Advisor Development
Chad joins EP Wealth from Deloitte & Touche LLP, where he was a Manager in the Mergers and Acquisitions Advisory division.
05/23/2018
$12bn Boston shop hires investment research veteran from Stifel
Olsen joins Fiduciary Trust from Stifel Nicolaus, where he was Global Head of Investment Strategy for the firm’s wealth management unit and CIO of its Delaware Trust Company.
05/23/2018
Foresight Wealth Management Expands Team
Chris Light will focus on providing private wealth management services to individuals and businesses.
05/23/2018
At Santander, Catalán managed over $500 million in discretionary portfolios for the private bank and provided investment recommendations on more than $4 billion in client assets.
05/23/2018
Bradesco said it has appointed Nantes de Souza head of equity management, equity research and corporate credit research.
05/23/2018
he joins the team led by chief investment officer Roberto Melzi that as of April 2018 ran $18.9 billion out of the country’s $48.2 billion total AFP assets.
05/22/2018
In turn, Ernesto Rolon Jimenez, who had been working at Pictet and is also based in Geneva, took over Bouchet’s previous role as head of the Southern Cone.
05/22/2018
"My experience helping technology companies grow and stay ahead of the increasingly complex legal and compliance matters as they scale will allow me to add value right from the start," said new general counsel Allison Amadia.
05/22/2018
“Their steadfast commitment to our clients, employees, and the entire Bainco community have earned them this distinguished recognition.”