11/16/2018
Uruguay wealth duo exits Puente
Puente offers local brokerage services as well as access to offshore products through an agreement with fund platform Pershing.
People Moves
11/16/2018
Merrill Lynch Loses New Hire to wealth management firm
McDonald also had a stint as a professional golfer, having played on the PGA Tour in Canada, Latin America, and China, according to Viridian.
11/16/2018
BNY Mellon appoints Head of Operations
He brings over 20 years of operations leadership experience in complex financial services organizations.
11/16/2018
HighTower’s Weissbluth to Be Replaced by Charles Schwab-Fidelity Veteran?
Robert Oros is set to replace HighTower Advisors’ founder Elliot
11/15/2018
Goldman Sachs appoints new Florida, LatAm wealth head
Goldman Sachs Private Wealth Management mainly services Latin American clients through its Miami office, though it also has an office in São Paulo.
11/15/2018
UBS Hires Bankers for New Group Courting Pensions, Wealth Funds
Power, utilities, infrastructure group combining with sponsors
11/15/2018
Greenberg Traurig Continues Strategic Growth
Woolsey focuses his practice on his clients' most complex business transactions, including mergers and acquisitions, minority and control investments, joint ventures and fund formations.
11/13/2018
Raymond James grabs 12-person Wells Fargo team
Advisors from Financial Services & Investment Strategies Group in Mountain Home, Arkansas, declined a request for an interview.
11/12/2018
Goldman Sachs Appoints New Regional Head of Wealth Management
Barlick began his industry career at Goldman Sachs as well, in 2000, according to BrokerCheck, and joined the firm’s private wealth management unit in Miami in 2004, the company says.
11/09/2018
Chilean group's asset management CIO exits
Prieto confirmed to Citywire Americas he has joined Santiago-based firm Rodeo Asset Management.
11/09/2018
Manulife Asset Management Further Strengthens Global Asset Allocation Team
Three New Hires And Multiple Internal Promotions Part Of Firm's Ongoing Commitment To Solutions Business
11/09/2018
Macquarie Investment Management Expands Institutional Distribution Efforts
Jacques joined Macquarie from WisdomTree Asset Management, where he spent eight years as a director of sales in its central territory.
11/09/2018
Goldman Sachs Appoints New Regional Head of Wealth Management
Ferrero has been registered with the firm during his entire 28-year career in the securities industry, according to his BrokerCheck profile.
11/09/2018
Torino Capital appoints Managing Director
He will join Torino as a Managing Director focused on arranging specialty finance solutions for U.S. and Latin American clients.
11/08/2018
Northern Trust appoints Senior Managing Director For New York Wealth Management Team
Ippolito assumes his new role with 28 years of wealth management experience
11/07/2018
Jay Welker, Wells Fargo head of wealth management, to retire
Mr. Welker and his division are reportedly being investigated for gender bias
11/07/2018
Andersen Tax New York Office Welcomes Managing Director Curtis Best
Curtis received his Bachelor of Science Degree in Accounting from the University of North Carolina – Charlotte.
11/07/2018
Beacon Pointe Hires UBS Exec
Before joining Beacon Pointe, Michael served as Managing Director and Head of US Core Plus Bond
11/07/2018
Goldman to Name New Class of Partners After Wave of Senior Exits
New CEO Solomon shakes up top ranks as he assembles his team
11/06/2018
Anthony S. Kelly, Co-Chief Of Asset Management Unit, To Leave SEC After 18 Years Of Service
Mr. Kelly said, “It has been such an honor to serve as Co-Chief of the Asset Management Unit and work alongside so many smart, energetic, and talented colleagues who are dedicated to protecting investors across the asset management industry.