Wealth Management Firms Archive
PricewaterhouseCoopers Issues Report on the Future of Private Banking and Wealth Management
Transparency Is the New Gold Standard: U.S. Wealth Managers Must Redefine Role to Regain Trust in Current Environment...
Bessemer Trust Appoints M. Holly Isdale as Managing Director and Deputy Head of Family Wealth Advisory Services
Bryn Mawr Trust Company of Delaware Opens Doors
The Bryn Mawr Trust Company, a leading provider of trust, banking and wealth management services, has announced the opening of a limited purpose trust company in the state of Delaware effective immediately. ...
Keypoint and Ogier target Bahraini Trusts in new Joint Venture
Keypoint, a leading independent accounting and advisory services firm based in Bahrain and Ogier, one of the largest providers of offshore legal and fiduciary services have joined forces to create a new professional services firm in Bahrain....
IFM Group re-structure and make key business development appointment
IFM Group has completed a re-structure of its business to meet the growing demands of its clients world-wide. ...
Marsh Consumerconnexions Names Pamela Radsh as Senior Vice President and Leader of Expanded Family Office Group
– Marsh Inc., the world’s leading insurance broker and risk advisor, has expanded its U.S. Private Client Services Family Office Group to the West Coast with the appointment of its new group leader Pamela Radsch. ...
DM Trust Company Names New Leadership
DM Trust Company, an affiliated business of law firm Duane Morris LLP, is pleased to announce that it has named David Glickman, formerly the managing director of Fidelity Investments in Wilmington, Del., its new president. ...
Pitcairn Taps Leslie Voth as President/COO
Pitcairn, a leading multi-family office helping families sustain generational wealth, today named Leslie C. Voth as president and chief operating officer...
FineMark National Bank Trust Announces Plans for Bonita Springs Office
FineMark National Bank Trust plans to open a Bonita Springs office in January 2009, announced Joseph R. Catti, president and CEO. Construction has already begun on the new office, which is located at 10010 Coconut Road in the Brooks Town Center, near Coconut Point. ...
Todd Millay Named as New Managing Director of Choate, Hall & Stewart's Wealth
Boston, MA, April 9, 2008 Choate, Hall & Stewart LLP today announced that it has named Todd Millay as the new Managing Director of its Wealth Management Group....
