Independent wealth management firm Gresham Partners announced today that Principal and advisor Matt Bonaguidi has been named Chief Wealth Strategist, designating him as the firm’s in-house subject matter expert for estate planning, wealth transfer and philanthropic planning. Bonaguidi joined Gresham [...]
Brown Brothers Harriman & Co. (“BBH”) announced today the appointment of Rafael Febres-Cordero as Head of the Firm’s International Wealth Management business. This hire is a key component of BBH’s effort to grow its international business. Mr. Febres-Cordero joins BBH [...]
David A. Roberts recently joined WTAS New York as a Managing Director in the private client services practice with a focus on international taxation. Roberts has extensive experience serving high net worth individuals as it relates to their international tax [...]
Wilmington Trust, one of the leading wealth management companies headquartered in the U.S., announced today that it has hired Thomas C. Rogerson as a senior managing director and family wealth strategist to serve the company’s Family Wealth clients. “Tom will [...]
Evercore Wealth Management LLC today announced the opening of a regional headquarters in Minneapolis to serve high net worth individuals, families and related institutional clients throughout the Midwest. In a related move, the firm named six new partners. The new [...]
U.S. Bank, a leading provider of wealth management and private banking services, announced today that Jonathan Firestein has been appointed the head of private capital for Ascent Private Capital Management of U.S. Bank, a unit of U.S. Bank’s Wealth Management [...]
Barclays Wealth, the global wealth management division of Barclays PLC, has appointed Ms. Anne Luke as Managing Director, Head of Client Solutions, Asia, on 10 August 2011, in a further extension of its continuing focus on the ultra high net [...]
Credit Suisse was named the “Best Wealth Management House 2011″ by Euromoney magazine, a leading publication for the global banking and capital markets. In addition, Credit Suisse received 11 regional and country awards, including “Best Bank in Switzerland.” The honors are [...]
Barclays Wealth announced today the appointment of Andrew Tailby-Faulkes as a Managing Director within its Wealth Advisory business. Andrew will report to Rob Withecombe, Head of Wealth Advisory, when he joins in September, and will work closely with Jonathan Burt, [...]
Alexandra & James Co., LLC has announced that Michelle Smith, co- founder and Managing Partner of Alexandra & James Advisory Services and Family Wealth Management has been named one of the top 50 women in wealth management by Advisor One [...]
