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A chance phone call and breakfast changed these advisors’ career trajectories.February 10
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The venture would mark a return to private banking on U.S. soil after an agreement to transfer its U.S. brokerage to Wells Fargo in 2015.October 8
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They have begun eyeing clients with $1 million and less.June 21
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The merged operation will be run by someone yet to be named who will report to Jon Weiss, head of wealth and investment management.November 8
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Russell Goldsmith plans to be “quite active” after handing over the top job to his successor in three months.October 29
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The advisors agreed not to solicit clients and to return confidential information to the bank.September 5
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The bank said it thoroughly investigates all complaints of impropriety after a report said the company is failing to treat some of its female employees fairly.September 4
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The two advisors have already transferred about $160 million in client assets, according to their former employer.August 29
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The new hire is part of the bank's push to expand the wealth management business.July 27
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The advisers once oversaw approximately $750 million in client assets, according to Barron's.July 5
