03/21/2024
His career journey began at UBS and Bank of America Merrill Lynch, where he honed his skills in advising individual clients on their financial goals and investments.
03/21/2024
North Carolina and Maryland-based Father and Daughter Overseeing $280 Million Join Osaic.
03/20/2024
These key hires expand BBH’s capabilities and expertise in the region and reflect the growth of the business
03/20/2024
Fraser hired Andy Sieg from Bank of America last year to lead the wealth effort.
03/20/2024
The leadership changes are part of a “multi-year succession planning process,” the company said.
03/19/2024
Appoints Josh Cowen Senior Vice President, International Transactional Risk
03/19/2024
The new Customer Goals team has been formed to better support RBS International’s institutional clients through improved on-boarding processes, service journeys and propositions.
03/19/2024
At Golden State, we strive to assemble an exceptional community of advisors who are committed to helping their clients achieve financial success and reach their retirement goals
03/18/2024
Sheila Ryan will oversee the Focus Financial Partners affiliate's 175 advisors.
03/18/2024
Given his relevant and extensive experience advising banks on legal and regulatory matters, Simon is a valuable addition to the Group.
03/18/2024
McMillan previously headed up the analytics, data and innovation unit within Morgan Stanley’s wealth management division
03/18/2024
Due to Dalio's departure, the culture at Bridgewater was already moving away from its divisive "radical transparency"
03/15/2024
After 25 years in senior roles, Sackfield takes a backseat, handing the reins to David Pederson.
03/15/2024
Her background spans both private and public
03/15/2024
Bryant Diaz oversaw more than $220m in client assets while at UBS in Panama and will now be leading Northern Trust's wealth asset gathering efforts in Latin America.
03/15/2024
Thomas succeeds Lyons in the role, after Lyons was appointed president Feb. 20, 2024.
03/14/2024
Mark Quinlan Named Chair of the Board
03/14/2024
Corinthia is hiring Ian Fowler and Adam Wheeler, among others
03/14/2024
Seasoned Wealth Management Veterans Maris A. Ogg, CFA, & Jeffrey M. Bagley, CFA, CFP® Bring Decades of Experience and Expertise in Cultivating Long-Lasting Client Relationships Throughout Philadelphia’s Main Line
03/14/2024
Will lead new ETF Insights program