After 45 years at Wells Fargo and their predecessors, Larry Boggs left the wirehouse to build independent firm Boggs & Company with a team that includes three of his daughters. Larry discusses the value of family, legacy, business ownership...
Hassan will oversee the expansion of UBS’s digitally customized banking services, the build-out of wealth management’s digital capabilities, electronic strategy and platforms, and smart technologies and advanced analytics.
Wildcat Capital is looking to raise a fund of about $500 million with contributions from a small group of wealthy individuals and other family offices.
Grau reflects on the evolution of succession planning in this industry over the last eight years and where it’s headed in the future, as his own transition plays out.
