05/08/2024
Highly experienced, London-based bankers to lead firm's newly established Capital Markets Group focused on Emerging Markets.
05/07/2024
Maria Noel Hernandez had been at the group for nine years and is leaving to pursue a new career opportunity.
05/07/2024
Most hires have been at Santander’s Miami and Mexico units.
05/07/2024
David Platt, Grant Thornton’s central region MP, anticipates collaborating closely with Lach as the firm builds upon years of unprecedented growth.
05/07/2024
The bank is replenishing its bench of heavy-hitters after recent high-profile departures including Stephanie Cohen
05/07/2024
Makes further progress towards goal of adding female advisors
05/03/2024
He will work with Clinton Warren, who was named head of investment and advice for the South region last May
05/03/2024
Bryon Lake will join GSAM this summer as a partner in a broad role
05/03/2024
Susan Marie Bailey is the lead financial advisor of Bailey Wealth Management at UBS
05/03/2024
Bringing more than 20 years of investor relations and financial services experience to her new role
05/02/2024
With a decades-long track record in the wealth management sector, Brian Hughes, formerly CEO of Hughes Growth Strategy and co-Founder of Touchpoint Growth Strategies, brings a wealth of experience to his new role.
05/02/2024
He will take on the role of Executive Chairman with immediate effect and as at January 1 2025
05/01/2024
Previously, Osborne managed the national excess casualty portfolio at Swiss Re corporate solutions.
05/01/2024
Toth, who has been registered for seven years in the investment advisory industry, noted the firm’s commitment to guiding clients towards their financial goals with personalized solutions.
04/30/2024
Freiman and Greene will both focus on the financial technology sector.
04/30/2024
Scotiabank said Machen would be based in New York and Toronto
04/30/2024
I joined Raymond James to provide advice and guidance to my client
04/30/2024
First Republic was a leading provider of private banking and wealth management solutions for high-net-worth clients
04/30/2024
JPMorgan's new technology MDs include Arvind Reddy, the New York-based head of platform
04/29/2024
They bring a wealth of knowledge and relationships and will play a pivotal role in our continued efforts to provide world-class advisory services to our clients