11/11/2016
He will be joining the firm, which has $3.3 billion in assets under advisory, in a wealth advisor role, servicing wealthy families in Latin America and the US.
11/11/2016
Mark McCombe, who co-heads alternatives, will take on a newly created role as head of the Americas starting Jan. 1.
11/10/2016
The team will form a new office in Keene, N.H., with Steward, which uses Raymond James’ platform and support services.
11/09/2016
Mr Sekhon, who also served as chief investment officer, had been in his role for more than five years.
11/08/2016
The UK insurance business is a multi-channel, multi-product business, using technology to deliver great customer service with cost and scale efficiencies.
11/07/2016
BMO Private Bank provides high net worth individuals, families and organizations, including closely-held and family-owned business.