09/19/2024
Both appointees are well known figures across the market, and will join along with Laurence (Larry) Burrows, who was appointed Head of the new division last month and will also join following his notice period.
09/18/2024
After two-years with the private bank, the relationship manager is switching to the asset management industry.
09/18/2024
With over 20 years of Investment Banking experience, Mr. Patterson brings to Barclays deep client relationships and extensive industry knowledge that will further strengthen the firm’s Technology Investment Banking franchise
09/18/2024
Mr. Singhal brings to Barclays extensive industry knowledge and deep client relationships that will further strengthen the firm’s Technology Investment Banking franchise
09/18/2024
The firm has 35 employees and works with nearly 600 clients, offering investment management and financial and legacy planning.
09/18/2024
In her new role, she will help to enhance and implement best-in-class practices to engage with Noble's growing investor base and support the firm's expanding investment platform.
09/18/2024
Richardson Wealth adds a new team led by Ben Troiani
09/17/2024
The co-heads will be responsible for maximizing opportunities between the Global Corporate & Investment Banking, Merrill Wealth Management and Private Bank units
09/17/2024
Munns started her career with Arch Insurance North America in 2015 before moving to London in 2021.
09/17/2024
They reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and join LPL from Truist Financial.
09/17/2024
These new appointments reflect our commitment to delivering personalized experiences
09/13/2024
The new division of Wilde Wealth will deliver white glove service for high-net-worth clients
09/13/2024
In the newly-created role, Cherecwich will focus on ensuring operations and resiliency, effective risk management and controls, and scalable growth.
09/13/2024
Ms. Leonhardt has over 28 years of investment banking experience advising management teams
09/13/2024
The cuts will primarily impact PwC’s advisory and products and technology operations, with half of the cuts affecting offshore roles.
09/12/2024
Following completion of Savvy Wealth’s $26.5 million funding round, Savvy Advisors continues to onboard experienced, tech-forward advisors
09/12/2024
Ellevest veteran brings additional depth to the management team, with expertise in building scalable platforms to enable growth and capacity
09/12/2024
Strategic hires made as firm achieves significant AUM milestone.
09/11/2024
J. Stern & Co. manages numerous high-performing strategies, with a long-term horizon and a focus on quality.
09/11/2024
The team reported having served approximately $700 million in advisory, brokerage and retirement plan assets* and joins LPL from Bank of America Private Bank.