Javier Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building out Americana Partners International, the RIA’s new division serving international UHNW clients.
According to the federal complaint calling for a class action, the firm’s policies “maximize profits for UBS while at the same time disregarding its clients’ best interests.”
Organic growth has become a challenge for wealth managers. Advisors in these 10 cities, where demand for their services is high, may have a better chance at it.
A consortium led by Peter Nobel investing as much as $25 million in Cardea, which is rebranding to Fourcore Capital.
The nine-person Paradigm Group will open RBC’s first branch in Cincinnati.
The segment is just ahead of interval funds among limited liquidity vehicles, according to Robert A. Stanger & Co.
Ken Leech is taking a leave of absence as co-chief investment officer after receiving a so-called Wells notice from the SEC, a warning that regulators may recommend enforcement.
