SEC charges private equity manager with stealing US$9 million in investor funds
The Securities and Exchange Commission has charged a Manhattan-based private equity manager and his firm with stealing $9 million from…
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Convergent Wealth Advisors expands wealth management in New York
Nicole M Cost has joined Convergent Wealth Advisors in the companys Manhattan office as managing director.
ByUS authorities probe Citibank, BNY Mellon for clues on alleged tax evaders
US Attonery for the Southern District of New York has filed a case against two US banks, Citibank and Bank…
ByMerrill Lynch lures wealth advisor from Credit Suisse
Merrill Lynch Wealth Management has hired wealth advisor Vishal Bakshi as a managing director for its private wealth management office…
ByWells Fargo CityLIFT program to provide $9.5 million to help eligible homebuyers with down payment assistance grants to buy and live in Jersey City, Newark, the Bronx, Brooklyn
Effort includes opportunity to get homebuyer education; qualify for $15,000 in Jersey City/Newark and $30,000 in the Bronx/Brooklyn for down…
ByFamily office retains Conquest Advisors
US-based high net worth (HNW) Family Office has retained Conquest Advisors and its team so as to diversify its business…
ByBNY Mellon adds private banker to its New York wealth management team
US-based global financial services company, BNY Mellon, has appointed Chahin Pahlavi as a private banker based in the companys Manhattan…
ByHSBC buys second NYC building for client club
HSBC Private Bank has bought 4 New York Plaza, a 1.1 million square foot property in Manhattan, New York, on…
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