03/06/2018
In her new role, Hakiel works closely with clients and their advisors to develop financial strategies to meet client’s current needs and plan for long-term objectives.
03/06/2018
The Canaccord Genuity Debt Finance & Restructuring team provides fully independent strategic advice without the inherent conflict of its lending competitors.
03/05/2018
Leading global citizenship firm boosts its presence with renowned specialists
03/05/2018
We are delighted to have been able to appoint from among our own ranks such an experienced wealth management specialist and U.S. expert, with first-hand knowledge of the needs of North American clients, as the new CEO of Vontobel Swiss Wealth Advisors.
03/05/2018
“We are very delighted that Gonzalo has joined our team in this period of growth in the Chilean market,
03/05/2018
US is a key market for SGG Funds Solutions, the firm already has a strong portfolio of US-based portfolio of hedge fund, private equity and institutional investor clients to whom it offers a complete range of fund solutions across its worldwide servicing
03/05/2018
He was previously the Chief Information Officer for Global Wealth Management and Investment Management at Morgan Stanley, where he was responsible for the strategic direction of technology platforms across the businesses.
03/02/2018
Armory Group Expands Investment Banking Division
"Steven's addition is an exciting opportunity to expand Armory's national reach and provide additional support for our clients in the Texas and Southwest region,"
03/02/2018
Director Jeff Edwards is moving from the Audit and Risk Committee to the Corporate Governance, Nominating and Compensation Committee.
03/02/2018
Crafter is a nearly 30-year financial services industry veteran and member of State Street Global Advisors’ executive management group.
03/02/2018
Start of New Financial Services Firm Marked by Additional Senior Appointments
03/02/2018
The Americas are an important market for our business and James will lead in taking advantage of opportunities in the region.
03/02/2018
Hire adds depth to domestic and offshore operations
03/01/2018
"Umpqua’s strong growth in commercial and corporate banking has opened up significant, new opportunities to serve the complex wealth management needs of high net worth individuals and institutional clients,"
03/01/2018
The New York-based FX cash trader has worked at the bank since 2011
03/01/2018
Colossal Wells Fargo Team Departs to Wealth Management firm
Mr. Nuttall spent 20 years at Wells Fargo serving as Senior Vice President of Investments and as a member of the Bank’s Premier Advisor Program.
03/01/2018
Buyout firms are sitting on record amounts of unspent capital, bringing the prospect of lucrative advisory mandates
03/01/2018
He spent 23 years with Edward Jones before joining Baird, according to FINRA BrokerCheck records.
03/01/2018
“We remain committed to providing our market participants in Canada with cost-effective and client-driven solutions that leverage Nasdaq’s award-winning exchange technology.”
03/01/2018
Wells Fargo Advisors has been shedding reps since the company’s retail banking unit got embroiled in a bogus account scandal in 2016.