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Bank Loans and HY Strategies
KKR Lists Its First Closed-End Fund Raising Up To $352 Million
For Fórmate a Fondo
New department
Léa Dunand-Chatellet, New Head of Responsible Investment at DNCA Finance
For Funds Society, Madrid
They Also Hired Diana Zumaran
Francisco Badiola Joins Pinvest as CIO
Cerulli Associates
Wirehouses and Banks Control Nearly Three-Quarters of All U.S. HNW Assets
Further entities transferred
Julius Baer’s International Wealth Management transaction on track
Pictet-Family: Fund Manager Interview
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Brian Chin, CEO Global Markets
Eric Varvel appointed President and CEO of Credit Suisse Holdings USA
Technology
Jefferies WM Partners with Envestnet to Enhance & Streamline its Wealth Management Business
Coming from UBS Wealth Management