45 UBS Advisors in SoCal & Hawaii Named to Forbes Best-in-State List
UBS Wealth Management US announced that 45 financial advisors based in the Southern California and Hawaiian areas of the firm’s Pacific Desert market have been named...
Tag : wealth management
US Capital Global Appoints Erick Schenkhuizen VP in Newport Beach
Erick G. Schenkhuizen joins US Capital Global to strengthen its presence in Southern California and lead the group’s strategic regional growth. US Capital Global is pleased...
LBT Holdings Acquires Gonet Bank, Launches Bank of Nassau
LBT Holdings Ltd., in partnership with Gonet SA, is pleased to announce the successful acquisition of Gonet Bank & Trust Limited, a distinguished Bahamas-based private...
Angeles Wealth Management Appoints Cameron Rogers as Partner
Rogers brings more than 15 years of private wealth experience, bolstering the firm’s capabilities in serving generationally wealthy clients amid the horizontal wealth transfer Angeles...
Mark Rogozinski Joins Emigrant Bank as Head of Family Office Services
New role designed to expand strategic support across Emigrant’s family office and ultra-high-net-worth focused business units Emigrant Bank announced the appointment of Mark Rogozinski as Managing Director...
Hightower Makes Strategic Investment in Lindbrook Capital
Bicoastal Wealth Manager with $3.8B to Expand Client Services with Hightower Hightower announced that it has made a strategic investment in Lindbrook Capital, LLC, a financial planning...
F2 Strategy Acquires MD Solutions to Target Wealth Firms
Acquisition powers enhanced service offerings, expertise for extended client engagements F2 Strategy (“F2”), a leading wealth management technology and marketing services company, announced today that it...
UBS’s Adam Epstein Named Forbes Top Wealth Advisor
UBS Private Wealth Management announced that Adam Epstein, a Private Wealth Advisor in the firm’s 1285 Avenue of the Americas office, has been named to...
Net Positive Consortium Grows with New Wealth Management Partners
Bogart Wealth, First Pacific Financial, Guiding Wealth, Meira Wealth, and Uplifting Capital Join Movement for Collective Impact; FP Transitions Becomes First Strategic Partner The Net...
Ultra High Net Worth Team Joins Arkadios to Form KRM Counsel
Arkadios Capital, a leading hybrid independent broker/dealer supporting entrepreneurial wealth managers nationwide, announces that KRM Investment Counsel, a wealth management group with more than $350 million in...