09/17/2018
Bronfman Rothschild today announced that Glen Macdonald, who advised on $100 million under management at U.S. Trust, has joined Bronfman Rothschild as a Managing Director in the firm's New York office.
09/14/2018
After more than two decades with UBS, a veteran banker stepped down from her role. finews.asia reveals her next move.
09/14/2018
He’ll report to the firm’s director of sales, Chuck Barrett, and speaking with due diligence teams, he'll be sitting on the opposite side of the table of the conversations he was used to having while at Envestnet.
09/14/2018
New Gunster shareholder Brian Sparks, who was a shareholder and co-chair of the trusts and estates group at Hill Ward Henderson
09/14/2018
He will be responsible for the expansion of BRG Capital Advisors' M&A capabilities.
09/14/2018
She’s based in New York and reports to Carlos Costales and Juan Ramon Caridad, the manager’s Madrid-based co-heads of Latin America and Iberia.
09/14/2018
Incoming CEO David Solomon name Stephen Scherr as the bank's new chief financial officer.
09/14/2018
Knopp has served on the Investment Committee of the Liquidnet for Good Fund since 2006
09/14/2018
Before joining Compass, Mr. Ochagavía was a Business Development Associate at BlackRock for SAxB region, where he covered Institutional Clients in Chile and Peru, based in Santiago.
09/14/2018
Open architecture funds platform Allfunds Bank is to open a new Brazil headquarters in Sao Paolo, with the appointment of Jorge Sierra as the firm’s new Country Head.
09/13/2018
Prior to that role, Rubenstein was a Trust and Estate Settlement Officer at SunTrust Bank Private Wealth Management in Fort Lauderdale. I
09/13/2018
At present, he manages the North America commercial insurance casualty portfolio.
09/13/2018
All moves will be effective 2 January 2019.
09/13/2018
He then moved to Vanguard's Portfolio Review Department, which is primarily responsible for investment manager search and oversight, eventually leading the group for five years.
09/13/2018
I'm confident they will continue to create significant value for our organization
09/13/2018
Wayne Zell will also remain of counsel at law firm Odin, Feldman & Pittleman.
09/12/2018
BNY Mellon Wealth Management Names Wealth Director in Denver
Before joining BNY Mellon Wealth Management, Doucette was regional sales director at UBS Asset Management for six years where he was responsible for distribution of managed account solutions and mutual funds across multiple channels.
09/12/2018
Rockefeller-Backed Firm Lands First Team from HighTower
The Bapis Group, a $1.2 billion advisory team, leaves HighTower to join former Morgan Stanley wealth exec Greg Fleming’s Rockefeller Capital Management.
09/12/2018
Natixis appoints Chief Economist for Latin America
Berber has 18 years of financial services experience and joins Natixis from Nomura Securities
09/11/2018
Morgan Stanley loses father, daughter and son team to Raymond James
They specialize in serving business owners, physicians and high-net-worth families.