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Insigneo to open NYC office, adds Wells breakaway LatAm advisor citywireamericas.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from citywireamericas.com Daily Mail and Mail on Sunday newspapers.
Another Wells Fargo Team Heads to Snowden Lane for Non-U.S. Biz Advisor Alfredo Garcia decided to move to Snowden Lane after Wells Fargo announced in January it would stop catering to international clients, which make up a majority of his book. Snowden Lane has recruited another team from Wells Fargo Advisors. Alfredo Garcia, who managed over $100 million in assets under management, decided to make the move to Snowden Lane after Wells Fargo announced in January it would stop catering to international clients. “That took us by surprise, and it took a while for us to regroup and try to find strategies as to what would be our future,” said Garcia, who joins Snowden Lane’s New York headquarters.
US in the news: Asset manager buys San Francisco wealth firm international-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from international-adviser.com Daily Mail and Mail on Sunday newspapers.
$1.5 Billion Maentz Machlovitch Group Joins Rockefeller Los Angeles–based Maentz Machlovitch Group that managed $1.5 billion at Morgan Stanley has joined Rockefeller Capital Management’s Southwest Division. The practice specializes in high-net-worth and ultra-high-net-worth families and provides institutional investment services to Native American tribes and Alaskan native corporations. $1.1 Billion Team the Fortney Group Joins UBS The Fortney Group joins UBS Financial from Morgan Stanley. The team, which managed $1.1 billion in client assets, is based in Houston. Grant Fortney, Scott Fortney and Michael B. Nichley and their three-member support staff provide wealth management services to ultra-high-net-worth individuals, families and executives. Integrated Partners Nabs the Vedder Group
Wells Fargo Team Joins Insigneo's Network yahoo.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from yahoo.com Daily Mail and Mail on Sunday newspapers.