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Credit Suisse s Head of Super-Rich Clients Steps Down

The longtime head of Credit Suisse s wealthiest clients is stepping down from his role at the end of April. However, the private banking veteran will not be completely lost to the bank.

New yorkUnited statesRoger weibelFelix baumgartnerInstitutional clients departmentCredit suissePremium clients switzerlandPremium clientsPrivate bankingPrivate institutional clientsRoger weibel

Raymond James Unveils Private Wealth Advisor Designation

Offering is part of the firm’s recent enhancements to sophisticated solutions for financial advisors who serve wealthy clients.

Sankt peterburgKevin ruthRaymond jamesKim jensonAndrea beyerClient groupYork stock exchangeGlobal wealth solutionsRaymond james financial incInvestments groupWealth advisor programRaymond james financial services incWealth servicesNew york stock exchangeRaymond james associates incPrivate wealth advisor program

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