San Francisco
Aspiriant launches family office services in San Francisco Bay Area
Wealth manager Aspiriant has introduced its multi-family office services for HNW families in the San Francisco Bay Area. The family…
Nomura to set up new innovation centre in San Francisco
Japanese investment banking giant Nomura has announced plans to establish new financial innovation centre in San Francisco. The new location…
Light Street appoints new business development chief; to open office in San Francisco
Light Street Capital Management, an investment management firm based in Palo Alto, California, has appointed Bill Nolan as its new…
Bank of the West appoints strategic philanthropy head
Bank of the West has appointed Julie Shafer as the head of the strategic philanthropy and purpose investing offering for…
Nasdaq, Morgan Stanley to launch wealth management education and services initiative
Nasdaq Private Market and Morgan Stanley Wealth Management (MSWM) have partnered to launch wealth management education and services initiative for…
Evercore Wealth Management appoints new vice president
Evercore Wealth Management has appointed John Sawin as a vice president and financial advisor at the San Francisco office of…
AMG Wealth Partners acquires majority interest in Baker Street Advisors
AMG Wealth Partners, a subsidiary of the asset management company Affiliated Managers Group, has entered into a definitive agreement to…
Lonestar Capital to cease operations
San Francisco based Lonestar Capital Management is shutting down its operations after being whipsawed in the market this October.October's stock…
Trizic launches technology engine for wealth management industry
Trizic, the technology firm providing a powerful wealth management engine, has announced the beta launch of its platform, Trizic Accelerator.Trizic…
DigitalTangible launches first ever gold and bitcoin online marketplace
DigitalTangible, the bitcoin-gold platform and precious metals custodian, continues to bridge the world of hard commodities and cryptocurrencies with the…
Luxury home values rise in the second quarter of 2014: First Republic
Luxury home values increased strongly in San Francisco, Los Angeles and San Diego in the second quarter of 2014 compared…
Citi Private Bank expands law firm services
Citi Private Bank has expanded its Preferred Custody and Escrow group on the West coast.Luda Semenova and Raafat Sarkis have…
BNY Mellon Wealth Management appoints six new senior sales directors
BNY Mellon Wealth Management has expanded its business development in New York, Chicago, San Francisco and Philadelphia by making six…
Delaware Investments creates new JV with its Focus Growth team
Delaware Investments has created a joint venture, called Jackson Square Partners (JSP), in partnership with its San Francisco-based Focus Growth…
Custom House Global Fund Services opens San Francisco office
Custom House Global Fund Services has opened a office in San Francisco as part of strategy to expand its presence…