BBVA Global Wealth Advisors joins the international wealth management service that BBVA already offers in Switzerland and Spain.
BBVA opens an investment advisory office in Miami to serve high net worth Latin American clients
March 18, 2024 by
MFS adds to its US Offshore wholesaling coverage
August 23, 2018 by
Philip Dieffenbacher, currently a regional manager with responsibility for the West Coast and Mexico, will continue in that role while also adding the Southeast to his coverage area.
Evans leaves Investec to take Oppenheimer post
January 13, 2017 by
Tom Evans told Fund Pro Latin America that his role and coverage territory at Oppenheimer will be similar to that of Investec, specifically the US offshore business covering New York, Texas, California and Toronto.