BlackRock hires JPMorgan’s Jessica Bulen for family office push
Intense Life Desires BlackRock tapped JPMorgan Chase executive Jessica Bulen to lead its growing family office business. Processing...
office
Schwab accuses ex-employee of taking data from closed office
A new lawsuit by Charles Schwab against a California RIA highlights the risks firms can...
Barnett Waddingham opens new Edinburgh office
Barnett Waddingham’s Edinburgh team Pensions and SIPP consultancy Barnett Waddingham has boosted its Scottish presence...
Firms accused of stretching meaning of ‘family office’
A cliché in wealth management is “When you’ve seen one family office, you’ve seen one...