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.
As C. Dabney O’Riordan departs the SEC's Asset Management Unit for Quinn Emanuel, she spoke with WealthManagement.com on what the industry can expect from regulators in the coming year around enforcement of new rules: 'I expect the SEC is going to...