08/14/2020
The memo, which was verified by a UBS spokeswoman, was also signed by Tom Naratil, co-president of UBS's global wealth management and head of its Americas division.
08/12/2020
Now more than ever, our clients need trusted partners who can provide them with peace of mind through holistic wealth management, and Cathy embodies this client-centric service paradigm.
08/12/2020
San Francisco-based First Republic, a now-publicly traded bank that was once owned by Merrill Lynch, has been tapping Merrill consistently for wealth management talent as it expands from private banking into broader wealth services.
08/10/2020
In her new role she works closely with Chubb's board of directors and advises the corporate development, treasury, human resources and global communications functions, and other members of senior management.