More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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The firm has sought to broaden the range of clients it targets with its wealth-advisory services.
December 4
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The decisions clients make now can play a significant role in how much will be forgiven.
December 4
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The wirehouse is also tweaking pay related to cash solutions for clients.
December 3
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As CTO of MDGO, Gilad Avrashi spearheads MDGO’s technology vision and direction. Prior to founding MDGO, Avrashi served for six years at Rafael Defense Systems at the National Acoustic Lab, where he headed a team of engineers and researchers and conducted full-scale trials at sea. During his time at Rafael, he also headed the Algorithmics team of several top projects, received 3 Certificates of Merit and was awarded the Ministry of Defense’s prestigious Katzir Grant. Avrashi served as an officer in one of IDF's elite intelligence units. Gilad holds a MSc in Electrical Engineering, Signal Processing and Communication from the Technion – Israeli Institute of Technology.
December 3
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Clients have been jolted into engaging with their total wealth, not just their money, says UBS’s Ultra High Net Worth and Private Wealth Management Americas head John Mathews.
December 3
UBS Global Wealth Management -
John Mathews is head of Ultra High Net Worth and Private Wealth Management Americas at UBS Global Wealth Management.
December 3
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The Boston-based boutique oversees the assets of roughly 140 full- service clients and 800 individual households.
December 3
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Thomas L. Porter, PhD, CPA, is a professor of accounting at Hult International Business School and an adjunct professor at Boston University.
December 3
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The custodian is upping the number of scholarships set aside for women and people of color.
December 3
