News, Comment & Analysis results for atlantic

People Moves
April 29, 2025

Goldman Sachs Names Region Head Of Northeast PWM

The senior Goldman Sachs figure has been at the US firm since 1999, holding a number of senior

People Moves
April 24, 2025

Bank Of America Names MD, Private Client Advisor For New York

The appointment is another in a series of hires that Bank of America has made around the US at its

People Moves
April 14, 2025

Summary Of Moves In North American Wealth Management - February 2025

With a big-news story at Hightower – a new CEO and the departure of its predecessor – February

M and A
March 28, 2025

Wealth Enhancement Acquires $4.3 Billion Firm

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Strategy
March 18, 2025

Riding The Southeast's Wealth Ascent At Bank Of America Private Bank

As shown by a number of high-profile hires, the private banking arm of Bank of America continues to

People Moves
March 5, 2025

Who's Moving Where In Wealth Management? – Savvy Wealth, RBC

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

Investment Strategies
February 18, 2025

German Asset Manager Reduces EU Equity Exposure After US Elections

Vincenzo Vedda, global chief investment Officer at German asset manager DWS, Union Bancaire

People Moves
February 18, 2025

Bank Of America Private Bank Expands In Georgia

The move represents a number of developments across BoA's wealth management and private banking arm

Client Affairs
January 31, 2025

US Data, European Rate Cut Highlight Transatlantic Divergence

After the European Central Bank cut interest rates and the US Federal Reserve put theirs on hold,

Strategy
December 20, 2024

Most Interesting Industry Questions For 2025 

Our US correspondent, looking back and forward after a busy year in the North American sector,

Comment & Analysis results for atlantic

Philanthropy
December 7, 2023

Philanthropy In Testing Times: A Transatlantic Perspective

Whether it is sunset clauses on foundations, arguments about purpose, help with clients about

Philanthropy
June 14, 2023

CAF American Donor Fund Explains Transatlantic Philanthropy Model

A donor-advised fund that gives a dual-qualified solution for UK and US clients has spoken to this