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Gresham Partners announces that Principal and advisor Matt Bonaguidi has been named Chief Wealth Strategist,
Independent wealth management firm Gresham Partners announced today that Principal and advisor Matt Bonaguidi has [...]
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Key Private Bank launches Delaware Trust Company
Key Private Bank, the investment, trust and wealth management arm of KeyCorp KEY -1.85% , [...]
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Brown Brothers Harriman & Co. appoint Rafael Febres-Cordero as Head of the Firm’s International Wealth Management business
Brown Brothers Harriman & Co. (“BBH”) announced today the appointment of Rafael Febres-Cordero as Head [...]
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Barclays Wealth hires three to focus on Latin American UHNW client base
Barclays Wealth has announced three new hires to support the expansion of its strategy across [...]
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David A Roberts leaves Citi Private Bank to joins WTAS New York as a Managing Director in the private client services practice
David A. Roberts recently joined WTAS New York as a Managing Director in the private [...]
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RBC Wealth Management launches major global advertising campaign
RBC Wealth Management, part of Royal Bank of Canada (RY on TSX and NYSE), this [...]
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Wilmington Trust hires Matthew J. Canner as a senior private client advisor
Wilmington Trust, one of the leading wealth management companies headquartered in the U.S., announced today [...]
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Team of 3 leave Goldman Sachs Private Wealth Management to form Seven Post Investment Office
Reuters reported today that three senior Goldman Sachs Private Wealth Management advisers left the bank [...]
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Michele Huff Powell has joined Barclays Wealth Dallas office
Barclays Wealth has announced that Michele Huff Powell has joined its Dallas office as a [...]
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Wilmington Trust hires Thomas C. Rogerson as a senior managing director and family wealth strategist
Wilmington Trust, one of the leading wealth management companies headquartered in the U.S., announced today [...]
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Genworth Financial Wealth Management appoints new Chief Marketing Officer
Genworth Financial Wealth Management (GFWM), a subsidiary of Genworth Financial, Inc. GNW, today announced the [...]
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Evercore Wealth Management Names Six New Partners
Evercore Wealth Management LLC today announced the opening of a regional headquarters in Minneapolis to [...]
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BNY Mellon Hires Sally Rubin for Key Role in its Wealth Management Business
As part of a strategic refocus of its Charitable Gift Services group within its wealth [...]
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BNY Mellon Asset Management has announced the appointment of Christopher Sheldon as chief investment officer of The Dreyfus Corporation
BNY Mellon Asset Management has announced the appointment of Christopher Sheldon as chief investment officer [...]
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Jonathan Firestein new Head of Private Capital for Ascent Private Capital Management (part of US Bank)
U.S. Bank, a leading provider of wealth management and private banking services, announced today that [...]
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Fieldpoint Names Palazzetti as Director of Private Banking & Advisory
Fieldpoint Private Bank & Trust has named John Palazzetti as the company’s Director of Private [...]
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Credit Suisse named “Best Wealth Management House 2011″ by Euromoney magazine
Credit Suisse was named the “Best Wealth Management House 2011″ by Euromoney magazine, a leading [...]
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Hans Olsen joins Barclays Wealth from Bank of America as Head of Americas Investment Strategy
Barclays Wealth has announce the appointment of Hans Olsen as a Managing Director and Head of Americas [...]
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Alexandra & James Co-Founder, Michelle Smith, Named One of Top 50 Women in Wealth Management by Advisor One Magazine
Alexandra & James Co., LLC has announced that Michelle Smith, co- founder and Managing Partner [...]
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Deborah Hazell is new Regional Head of HSBC Global Asset Management for the US
HSBC Global Asset Management (USA) Inc. (HSBC) today announced the appointment of Deborah Hazell as [...]
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Brown Brothers Harriman & Co. appoint Rafael Febres-Cordero as Head of the Firm’s International Wealth Management business
Brown Brothers Harriman & Co. (“BBH”) announced today the appointment of Rafael Febres-Cordero as Head [...]
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KBC sells its private banking subsidiary for EUR 1 billion to Qatari investor
The KBC group (‘KBC‘) has reached an agreement with Precision Capital for the sale of [...]
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RBC Wealth Management launches major global advertising campaign
RBC Wealth Management, part of Royal Bank of Canada (RY on TSX and NYSE), this [...]
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BNY Mellon Appoints Dean Fletcher Regional Head of Corporate Trust for Europe, Middle East and Africa
BNY Mellon, a global leader in investment management and investment services, today announced the appointment [...]
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Andrew Turczyniak is new head of Asia at RBC Wealth Management
RBC Wealth Management, part of Royal Bank of Canada (RY on TSX and NYSE), today [...]
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Anne Luke joins Barclays Wealth as Managing Director, Head of Client Solutions, Asia
Barclays Wealth, the global wealth management division of Barclays PLC, has appointed Ms. Anne Luke [...]
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Coutts announces new management structure for its UK business
In a move which reflects its continued growth ambitions, Coutts today announces a new management [...]
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Brown Brothers Harriman & Co. appoint Rafael Febres-Cordero as Head of the Firm’s International Wealth Management business
Brown Brothers Harriman & Co. (“BBH”) announced today the appointment of Rafael Febres-Cordero as Head [...]
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KBC sells its private banking subsidiary for EUR 1 billion to Qatari investor
The KBC group (‘KBC‘) has reached an agreement with Precision Capital for the sale of [...]
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Barclays Wealth hires three to focus on Latin American UHNW client base
Barclays Wealth has announced three new hires to support the expansion of its strategy across [...]
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RBC Wealth Management launches major global advertising campaign
RBC Wealth Management, part of Royal Bank of Canada (RY on TSX and NYSE), this [...]
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BNY Mellon Appoints Dean Fletcher Regional Head of Corporate Trust for Europe, Middle East and Africa
BNY Mellon, a global leader in investment management and investment services, today announced the appointment [...]
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Boodle Hatfield Lawyer, Richard Moyse, wins the STEP Lifetime Achievement Award
Richard Moyse from law firm Boodle Hatfield has been awarded the Lifetime Achievement Award by [...]
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Andrew Tailby-Faulkes joins Barclays Wealth from EY as Managing Director within its Wealth Advisory business
Barclays Wealth announced today the appointment of Andrew Tailby-Faulkes as a Managing Director within its [...]
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RBC Wealth Management launches major global advertising campaign
RBC Wealth Management, part of Royal Bank of Canada (RY on TSX and NYSE), this [...]
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New hire into Conyers Trust & Private Client team in Bermuda
Conyers Dill & Pearman has announced the continued commitment to the development of its Trust [...]
