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Vontobel to acquire UBS s Swiss Financial Advisers business serving US clients seeking geographic diversification

The transaction serves as part of Vontobel's decade-long ongoing growth strategy in the US As part of Vontobel, Swiss Financial Advisers will continue to offer its US clients tailored investment

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Charles Taylor Appoints John Pickersgill as Group Chief Commercial Officer

Charles Taylor Appoints John Pickersgill as Group Chief Commercial Officer
canada.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from canada.com Daily Mail and Mail on Sunday newspapers.

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Rockefeller Capital Management Broadens Private Wealth Business in California, Introduces First Newport Beach Team

Press release content from Business Wire. The AP news staff was not involved in its creation. Rockefeller Capital Management Broadens Private Wealth Business in California, Introduces First Newport Beach Team February 26, 2021 GMT NEW YORK (BUSINESS WIRE) Feb 26, 2021 Rockefeller Capital Management (“Rockefeller” or the “Firm”) today announced PBS Wealth Partners have become the firm’s first Newport Beach, California team to join their Southwest division under Managing Director Nathan Crair. PBS Wealth Partners is led by Alpesh Patel, CPFA, CRPC®, Managing Director and Private Wealth Advisor, Matthew Birkett, CPFA, CPWA®, CFP®, Senior Vice President and Private Wealth Advisor and Darren Siegrist, CEPA, Vice President and Private Wealth Advisor. The team of five is joining from Merrill Lynch Wealth Management and will also include Hai Dang, CPFA and Team Chief Operating Officer as well as Chris Iwamasa, Associate Vice President and Senior Client Associate.

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