04/12/2018
The resulting asset manager, operating as Itaú AGF, is looking to consolidate its product offering which currently features 49 mutual funds and five closed-end investment funds, said chief executive Wagner Guida, effectively reducing its mutual fun
04/12/2018
New advisors include commercial bankers, wealth managers and others
04/12/2018
Davis will oversee operational functions in the newly created COO role. He will also continue as president, casualty & property.
04/12/2018
Belinda Aspinall has been named head of GFO for the region
04/12/2018
The council ordinarily meets four times a year with the Board of Governors in Washington, D.C., to discuss economic and banking matters. Members customarily serve three, one-year terms.
04/12/2018
With the addition of Mr. Black, BNY Mellon's Board will have 12 directors
04/10/2018
The newly created positions follows an a new focus by BNY Mellon on alternatives investment clients.
04/10/2018
The firm's first-ever role dedicated to diversity & inclusion engagement
04/10/2018
Neigert is primarily responsible for client relationship management and trust and estate planning.
04/10/2018
Austin-based firm to leverage Kestra Financial’s advisor technology and practice management support
04/10/2018
Ann Dugan, Stephen Hopkins, Kelly Williams Join the Largest Independent National Donor-Advised Fund Sponsor’s Board of Directors
04/10/2018
She also previously owned a small business that provided strategic business consulting and business management services. She holds Series 7 and Series 66 securities and investment licenses.
04/10/2018
In an interview with Citywire Americas, Barrett said he aims to position the brokerage as an investment hub for Bci’s subsidiary City National Bank of Florida.
04/10/2018
Dean Hoover Joings Steward Partners' Clearwater Office
04/10/2018
The Company's ability to predict results or the actual effect of future plans or strategies is inherently uncertain.
04/10/2018
She started her career as a solicitor in corporate and financial services law at Simmons & Simmons.
04/09/2018
BlackRock, the world's largest asset manager, is offering new investment products that exclude gun manufacturers and retailers.
04/09/2018
Brown Advisory appoints Head of International Strategic Advisory
Our Strategic Advisory team works closely with clients and their professional advisers to provide guidance and oversight and to ensure that the investment portfolios that we manage fit seamlessly into their broader wealth strategy.
04/09/2018
He will leverage his expertise to drive the expansion of REPM's infrastructure investment activity in the Americas, through its global platform of funds and mandates. He will be based in New York and report to Tommaso Albanese, Head of Infrastructure
04/06/2018
Mr. Maleno, who is a Chubb Group Senior Vice President, most recently served as Division President, North America Major Accounts.