{
BELVOIR CAPITAL AG

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}
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001122334455554433221100

UBS Restructures US Wealth Management Business for Enhanced Client Response

UBS is restructuring its US wealth management business, expanding from two national divisions to four regional sales teams, effective January 1, 2025. Rob Karofsky will lead the division, with key appointments including Chris DiMuria for the Northeast and Julie Fox for the Southeast. Private Wealth Management will become a distinct segment under John Mathews.
investrends.ch
United States Dollar GENERAL MOTORS BELVOIR CAPITAL AG PKB PRIVATE BANK SA Amazon.com, Inc. CHE DEU USA CHN John Mathews Julie Fox Len Golubski Rick Gonzalez Lauren Gorsche Jon Ramey Kubra Khan Show more
TradFi, Market Report
12:36 11.12.2024

belvoir capital and alasia announce merger to enhance wealth management services

Belvoir Capital and Alasia are merging to enhance their wealth management services, with the transaction expected to boost growth and attract talent in the sector. The merged entity will operate under the Belvoir Capital name, led by CEO Steffen Bauke, and will leverage the expertise of the Trabaldo Togna family. The merger has received regulatory approval and is set to take effect by year-end, alongside a strategic minority stake in Belvoir Wealth Management, a Zurich-based investment boutique specializing in solutions for U.S. clients.
finews.com
United States Dollar PKB PRIVATE BANK SA Belvoir Wealth Management AG Trabaldo Togna SA BELVOIR CAPITAL AG CHE Delphine Trabaldo Togna Steffen Bauke Luca Venturini Show more
Finance & Economy, Press Release
11:03 10.12.2024

belvoir capital and alasia announce merger to enhance wealth management services

Belvoir Capital and Alasia are merging to enhance their market position and attract talent in independent asset management. The merger, approved by regulatory authorities, will take effect at the end of the year, with Steffen Bauke as CEO of the newly formed entity, which will operate under the Belvoir Capital name. This partnership also includes a strategic minority stake in Belvoir Wealth Management, a Zurich-based investment boutique specializing in solutions for US individuals.
finews.ch
United States Dollar PKB PRIVATE BANK SA BELVOIR CAPITAL AG Belvoir Wealth Management AG CHE Steffen Bauke Luca Venturini Show more
Finance & Economy, Press Release
11:03 10.12.2024
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