News, Comment & Analysis results for US

People Moves
17 April 2024

Expanding F2 Strategy Creates CFO Role

Having chalked up two acquisitions in the past 12 months, the wealthtech services firm has created...

People Moves
10 April 2024

Dentons US Chief Executive Takes Up Growth Advisory Firm Top Post

This is the first time that the growth advisory firm will have a chief executive. ...

People Moves
3 April 2024

"tru" Launches Indianapolis RIA

The US-wide firm, known in the sector as "tru," onboarded six new advisory teams to its platform in...

People Moves
2 April 2024

Raymond James Adds $1.1 Billion Advisory Team In Scottsdale

The group of advisors and other professionals had previously worked at RBC Wealth Management. ...

People Moves
25 March 2024

Rockefeller Adds Wealth Team In Bay Area

Rockefeller’s wealth division has been busy recently adding teams around the country. ...

People Moves
21 March 2024

Citi Private Bank Scales Up Global Family Office

The US bank has named a head of the family office group for the Americas, and brought in three of...

People Moves
20 March 2024

Change At The Top Of Raymond James

The firm is one of the largest players in its segment within wealth management in the US and...

People Moves
12 March 2024

Google Co-Founder's Family Office Hires Sustainability Figure In Singapore – Report

The appointment, if confirmed, speaks to how Singapore is both an important international hub for...

People Moves
12 March 2024

Nomura Realigns US Asset, Investment Operations Under New Brand

The Japanese group has been present in an investment management capacity in the US for more than...

People Moves
12 March 2024

All-Women Team Create Chicago-Based RIA

The rollout of the business is an example of how women continue to push into the wealth management...

Comment & Analysis results for People Moves