People Moves
July 20, 2022

Summary Of Wealth Management Senior Moves In North America – May 2022

A roundup of the moves and appointments in the North American wealth management sector during May.

People Moves
May 26, 2022

Who's Moving Where In Wealth Management? – BNY Mellon Wealth Management, Synovus Bank, Others

The latest senior wealth management moves and appointments in North America.

Awards
November 26, 2018

EXCLUSIVE: Shortlist Of Potential Winners For Family Wealth Report Awards 2019

The shortlist of firms and individuals up for awards at our March 20 gala evening ceremony in New

People Moves
May 10, 2018

Summary Of Executive Moves In North America Wealth Management - March 2018

The spring of 2018 saw a busy period of hires, such as to the newly-formed Rockefeller Capital

People Moves
March 13, 2018

Who's Moving Where In Wealth Management? - Synovus Family Asset Management, Wilmington Trust, Others

The latest moves in wealth management across North America.

Awards
December 4, 2017

EXCLUSIVE: Finalists For The Family Wealth Report Awards 2018

Finalists for 2018's awards ceremony in March 2018 have been announced.

New Office
November 22, 2017

Synovus Family Asset Management Opens Office In Nashville, TN

The firm, registered in Georgia, has extended its footprint.

People Moves
February 10, 2014

Summary Of People Moves - Americas: January 2014

A summary of all the people moves reported by Family Wealth Report in January 2014.

People Moves
January 6, 2014

Georgia-Based Firm Promotes Managing Director For Family Asset Management Division

Synovus, the Columbus, GA-based financial services company, has named Katherine Dunlevie as

People Moves
February 8, 2013

North America Executive Moves: January 2013