07/20/2017
The wealth management industry will undergo considerable change in the years ahead, and Fiduciary Trust is well-positioned to meet the emerging needs of wealthy individuals and families across multiple generations,” said Ms. Mejia.
07/20/2017
Earlier this summer, UBS hired a $3 million team in New Jersey from Merrill Lynch as well as teams in Michigan and Ohio.
07/20/2017
Bill’s contributions to the company are extensive
07/20/2017
Team switches firms but stays in Roseville, Calif.
07/19/2017
She led the DC real estate research and consulting practice.
07/19/2017
Reers has worked with private clients and their businesses, foundations and family offices on tax, wealth transfer, business succession and charitable planning. She also has a robust cross-border advisory practice.
07/19/2017
Mr. Hetner also implemented information security and regulatory compliance programs for Citigroup’s Institutional Client Group global business and technology units.
07/19/2017
UBS recruited two RBC advisers who managed $290 million in client assets, according to the firm. Advisers Deborah Johnston and Erica Frantz joined the wirehouse in Minneapolis, where they report to Christopher Watkins, Minnesota market head and branch ma
07/19/2017
Prior to this role, she held senior investment management roles at Oppenheimer Capital, Federated Investors and Clay Finlay Inc.
07/18/2017
Bank appoints industry veteran, who also ran the business at Merrill Lynch, to newly-created role
07/18/2017
Riad returned to South Africa as a consultant to Acsis
07/17/2017
Gerald L. Hassell will continue to serve as Chairman of the Board through December 31, 2017, working closely with Mr. Scharf to ensure a seamless transition of responsibilities.
07/17/2017
KKR has never before named a president or someone with an equivalent title, a job that could serve as a stepping stone to eventually leading the entire firm.
07/17/2017
She served as managing director and business development officer for seven years.
07/17/2017
We will benefit from his focused efforts around growing our client relationships.
07/17/2017
He has advised companies in connection with international regulatory issues, including the conversion of alternative funds to AIFs, the structuring of multi-manager and multi-strategy products, cross-border regulatory compliance and tax planning.
07/17/2017
“Phil has built an impressive practice advising private equity sponsors on a diverse array of finance transactions,” said Dominick DeChiara, chair of Winston’s Corporate Department.
07/14/2017
Listed by Planet Compliance as one of the most influential RegTech firms and is the only platform that can access all data providers via API and aggregate them into a single view for compliance professionals.
07/14/2017
She began her banking career at SunTrust as a Personal Banker and Financial Services Representative.
07/14/2017
She will be a significant contributor to the continued expansion of our institutional presence.