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One of the new hires oversees more than $300 million in client assets and has more than 30 years in the business.
January 31 -
The firm is building the top ranks of the investment bank even as it removes managing directors from its key wealth management business as part of a broad overhaul instigated by new co-head Iqbal Khan.
January 28 -
The new recruits expand the firm’s presence in New York.
January 27 -
If these black financial advisors meet the goal, it will defy the industry's stark racial disparities: early career growth at that level just “doesn't happen in our demographic,” one partner says.
January 23 -
The all-woman unit will operate from two locations.
January 23 -
The bank is an aggressive recruiter of HNW and UHNW talent.
January 17 -
The 17-member team is one of the largest to switch employers in recent years.
January 17 -
The changes come a month after she was named CEO of the bank’s newly formed wealth management unit.
January 16 -
The size of the firm's class compares with 145 last year.
January 15 -
The recruits include a father-son duo from UBS.
January 14