News, Comment & Analysis results for Smith Barney

People Moves
August 15, 2025

Summary Of North American Wealth Management Senior Moves – June 2025

A roundup of moves, appointments and personnel changes in North America's wealth sector during

People Moves
June 16, 2025

Wealth Advisor Team Joins Morgan Stanley

The team, now at Morgan Stanley, has offices in New York and New Jersey.

Strategy
November 19, 2024

Switzerland's UBS Wants New US Banking License – Media

The Zurich-listed bank is reportedly looking at ways to extend its range of services in the US.

People Moves
November 5, 2024

Blackstone Ramps Up Private Wealth Capabilities

The US firm is stepping up its activities of engaging with the private wealth investor base.

Financial Results
October 30, 2024

Pre-Tax Profit Rises At UBS's Wealth Arm, US Acquisitions Eyed

In addition to reporting a broadly stronger set of quarterly figures and updating the markets on

People Moves
October 16, 2024

Who's Moving Where In Wealth Management? – UBS, Raymond James, Osaic, Others

The latest appointments, moves, and personnel changes in the North American wealth management

People Moves
September 25, 2024

Who's Moving Where In Wealth Management? – Commonwealth, Yayati, Raymond James

The latest moves, appointments and personnel changes in the North American wealth management

People Moves
March 6, 2024

Who's Moving Where In Wealth Management? – Raymond James

The latest moves and appointments in the North America wealth management and related sectors.

People Moves
March 1, 2024

Who's Moving Where In Wealth Management? – Ameriprise, Raymond James

The latest moves and appointments in the North America wealth management and related

People Moves
February 16, 2024

Who's Moving Where In Wealth Management? – Raymond James

The latest moves and appointments in wealth management in the Americas.

Comment & Analysis results for Smith Barney