07/21/2013
He will collaborate with internal teams and work with external advisers to provide wealth management services to Latin American and Iberian high net worth and ultra high net worth clients
07/21/2013
This very substantial experience has enabled him to develop a thorough knowledge of our Asset Management platform and a strong understanding of the needs of our clients as well as our Financial Advisors, with whom he enjoys excellent relationships.
07/21/2013
They added a team of two veteran advisers from Morgan Stanley to expand its footprint in California.
07/21/2013
Mr. Holomon also was appointed as Chair of the Banc of California Board's new Community Reinvestment Act Committee.
07/18/2013
U.S. Trust, Bank of America's private wealth management business, is Bolstering its Staff of Private Client Advisors.
07/18/2013
orthstar Wealth Partners as landed a team with $860 million in assets.
07/17/2013
Maureen Hays to lead firm's consultant relations practice
07/16/2013
The firm plans a media campaign beginning in September to get the word out about its custody service as well as options for hybrid advisers.
07/15/2013
ING Investment Management has announced the appointment of Daniel Eustaquio as senior portfolio manager Hard Currency,
07/15/2013
Miami-based Ocean Bank was the sixth-largest bank based in South Florida on March 31, with $3.4 billion in assets.
07/15/2013
Sovereign Bank and its Spanish parent, Santander Holdings USA, said that Jorge Moran has stepped down as CEO of both entities
07/15/2013
Eric Stern has been appointed managing director of private banking for Ascent Private Capital Management of U.S. Bank.
07/14/2013
He will continue to serve as an advisor to President and Chief Executive Officer Masashi Oka
07/14/2013
Assembling these strong leaders into one combined management team will align our business units and amplify their capabilities across geographies and markets
07/14/2013
Oppenheimer & Co. Inc. announced that Marc Cabrera has joined its Healthcare Investment Banking Group as Managing Director and Head of Healthcare Services.
07/14/2013
Highbridge Capital Management LLC said its co-founder, Glenn Dubin, has appointed Goldman Sachs veteran Scott Kapnick as chief executive.
07/14/2013
In Philadelphia, Francis Schickling Jr., Karin Kinney and James Lu have joined the firm’s portfolio management teams, and Jonathan Sprogell has joined the private banking team.
07/11/2013
The Private Client Reserve defines high-net-worth clients as those with more than $1 million in investable assets.
07/11/2013
Raymond James Financial Inc said on Thursday it hired a team of veteran advisers who managed more than $350 million in clients assets to join its independent broker-dealer division in Pennsylvania.
07/11/2013
The duo will continue to practice with the direct support of their client service specialists Colin Dugan and Amy Lawler.