07/08/2025
Washington Trust Wealth Management offers a unique client-focused approach to holistic wealth management including customized financial planning, broad investment management capabilities, and full trust services.
07/08/2025
The new partners are based across Asia, the US and the UK
07/08/2025
With over 27 years of experience in the financial industry, Castillero brings a wealth of knowledge to the position.
07/08/2025
Having recently obtained a money transmitter licence in Tennessee, the crypto exchange now holds regulatory authorisations in 31 US states.
07/08/2025
Given the huge cuts that Credit Suisse staff were subject to generally, it’s a strong sign.
07/08/2025
Nick brings over three decades of experience in CIB to SMBC
07/07/2025
In recognition of his outstanding contribution in business development, Bank Asia awarded him ‘Service Excellence Award' many times in his career.
07/07/2025
Individual has previously served at Eight Capital, Canaccord Genuity, UBS, and Stifel.
07/04/2025
Kaufmann said: “Establishing a US Marine practice at a company with Arch’s growth trajectory and reputation for bringing innovative solutions to its customers is an attractive opportunity."
07/04/2025
The investment bank also hired former Citigroup dealmaker Ali Syed to cover sovereign wealth funds and pension funds last year.
07/04/2025
The recent leadership changes and market conditions have contributed to a strong quarter for Goldman Sachs Group, which saw a significant price surge.
07/03/2025
In this role, he led investment product strategy, development, and distribution for international clients.
07/03/2025
The changes are effective as of July 1.
07/03/2025
JPMorgan's private banking business oversees more than $2.9 trillion in client assets globally.
07/03/2025
Jason Van de Loo replaces Larry Miles, who will transition into the newly created role of executive vice president of strategic partnerships.
07/02/2025
In addition, he will manage and further develop EFG’s competitive offering in the Latin America Region and ensure a strong compliance and governance framework.
07/02/2025
In this role, Jose will lead and oversee the Group’s U.S.-based technology initiatives
07/02/2025
He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.
07/02/2025
Margaret Jarocki joins EP Wealth as head of partnership integration and has a track record of successful M&A at Captrust.
07/01/2025
I am very excited to announce the appointment