Miami
Oppenheimer & Co. expands with a new office in Miami
Oppenheimer & Co. Inc., a wealth management, investment bank, and division of Oppenheimer Holdings, has extended its footprint in Miami…
Banco Sabadell and Wealth Dynamix extend partnership
Banco Sabadell, Miami Branch, and Wealth Dynamix have extended their working relationship for another five years. This would take the…
UBS to launch Latin America hub in Miami
Swiss banking group UBS is set to establish a new Miami office to serve wealth managers in Latin America. The…
Safra National Bank of New York to buy Bank Hapoalim’s Miami private banking business
Safra National Bank of New York has agreed to acquire Israeli lender Bank Hapoalim's private banking operations in Miami for…
Lombard International sets up office in Miami
Lombard International, a provider of wealth structuring solutions for the high net worth market, has launched an office in Miami,…
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Maitland opens new office in Miami to support Latin American business
Maitland, a global advisory and fund administration company, has opened a new office in Miami to support its growing business…
BTG Pactual to open wealth management branch in Miami
Brazilian financial company Grupo BTG Pactual is reportedly planning to open a wealth management branch in Miami between September and…
BNY Mellon names new senior director for international wealth management group
BNY Mellon has named Marcelino Pendas as new senior director and team leader for its international wealth management group's Miami…
US regulators investigates Banco Espírito Santo’s Miami unit over wealth sales
Several US regulatory agencies are probing Espirito Santo Bank, the Miami-based unit of Portugal's bailed out bank Banco Espírito Santo,…
Exclusive: Brazilian powerhouse Itaú snaps up rivals to dominate Latin America
Profiting from one of the largest acquisitions in Latin America, Itaú Private Bank International is reaping the rewards from the…
Southern Trust enters into strategic alliance with Global Strategic Investments
Under the alliance, both the companies will share GSI's trading facilities and platform for fixed income trading.The deal will reduce…
Andbank acquires asset management business of Swiss Asset Advisors
Luxembourg-based private banker Andbank has acquired the asset management business of the Miami-based Swiss Asset Advisors.Founded in 2008, Swiss Asset…
Crédit Agricole Private Banking appoints new head of the Latin America
France-based Crédit Agricole Private Banking (CAPB) has appointed Olivier Livenais as new chief executive in Miami replacing Mathieu Ferragut.Additionally, Ferragut…
Espirito Santo Bank restructures its executive team
Miami-based Espirito Santo Bank, a subsidiary of Portugal-based Banco Espirito Santo, has restructure its executive team and appointed a Wells…
Gibraltar Private Bank & Trust opens new relationship office in Florida
Gibraltar Private Bank & Trust has opened its new relationship office in Miami Beach, Florida in order to accommodate the…