06/04/2024
Heidi Walsh is joining from T. Rowe Price to work on investments, advisory services and financial wellness topics with the largest institutional defined contribution plan sponsors.
06/04/2024
During his tenure, the business has become one of the firm’s biggest growth engines
06/03/2024
She advises clients about financial planning, investment management, inheritances, estate planning and charitable giving.
06/03/2024
As long-standing and highly experienced members of the Latin American practice, Suzanne and Finn now lead the dedicated Latin American team at "the most sought-after offshore firm for Latin American work"1.
06/03/2024
The team, led by Michael Taggart, will join RBC’s Florham Park office.
05/31/2024
She brings a deep range of technology, management and financial industry experience to Northern Trust
05/31/2024
SLK Private Wealth is introducing a team with over $300m in total client assets.
05/31/2024
Gino Timperio to retire at the end of June following 35 year career with the firm
05/31/2024
Effective June 3
05/31/2024
Private bankers’ assets include bank funds, loans and other assets that are difficult to transfer or compare to traditional brokers.
05/30/2024
In this role, she will be responsible for implementing investment and wealth management services for clients in Tampa, Naples and Winter Park, including individuals, families, business owners and family offices.
05/30/2024
The US private bank has hired a senior sales manager and a discretionary fixed income business head in Hong Kong, as part of an ongoing hiring drive in the last 12 months.
05/30/2024
The next significant milestones in UBS’s integration of Credit Suisse are the merger of UBS AG and Credit Suisse AG
05/30/2024
The Ashton Thomas Private Wealth Network is geared toward successful advisor teams who want to maintain autonomy in their brand, but who also value the functional support of a large firm ecosystem
05/29/2024
The Swiss bank recently announced the departure of Sylvia Coutinho
05/29/2024
As we pivot toward accelerating growth, this appointment is a testament to our advisor-centric culture.
05/28/2024
Weiss has more than 25 years of experience in institutional asset management
05/24/2024
Franklin Templeton changes distribution leadership teams throughout the UK, Europe, and the Americas (except the US).
05/24/2024
Fowler will serve as a jack-of-all trades in that he will work to recruit both prospective clients and other service providers to work with Caprock
05/24/2024
Gorman's decision to step down after giving up the CEO role in January is seen as a vote of confidence in Pick’s leadership.