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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
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 ...