Union Bancaire Privée

Chia Network Appoints Effie Datson to Board of Directors

Retrieved on: 
Wednesday, July 19, 2023

Chia Network, Inc (“Chia”), founded by Bram Cohen to provide an open-source, public blockchain optimized for real-world adoption, today announced the appointment of Effie Datson to its Board of Directors, effective immediately.

Key Points: 
  • Chia Network, Inc (“Chia”), founded by Bram Cohen to provide an open-source, public blockchain optimized for real-world adoption, today announced the appointment of Effie Datson to its Board of Directors, effective immediately.
  • "Effie's broad experience and impressive record in financial services and passion for technology and innovation will provide valuable perspective and insight to complement our Board's expertise," said Gene Hoffman, President and CEO of Chia Network.
  • "We are confident in Effie's ability to guide the company through our next growth phase as a member of the Board of Directors, and we're pleased to welcome her to the Chia team."
  • Based in the UK, Datson most recently served as Global Head of Family Office for Barclays.

Managing the Intergenerational Workplace Training Course (February 21, 2023) - ResearchAndMarkets.com

Retrieved on: 
Tuesday, December 13, 2022

Geoff Marsh is Managing Director of Dansam Ltd a training company that began in September 1999.

Key Points: 
  • Geoff Marsh is Managing Director of Dansam Ltd a training company that began in September 1999.
  • He started his career as a presenter in 1986 on the Lloyds Bank's 'Customer First' Programme.
  • This was one of the largest series of roadshow workshops in the world at that time.
  • He has also worked with the Financial Times on their Wealth Management Academy Series.

Moonfare Strengthens Global Leadership Team

Retrieved on: 
Tuesday, December 6, 2022

Moonfare, the leading global digital private equity platform, has appointed Jon Kamaluddin to its Global Advisory Board.

Key Points: 
  • Moonfare, the leading global digital private equity platform, has appointed Jon Kamaluddin to its Global Advisory Board.
  • Jon brings extensive knowledge to Moonfare's Global Advisory Board from various B2C and B2B tech companies.
  • With the Moonfare platform continuously growing to include a wider selection of private market funds covering new areas, Moonfare has also reinforced its investment team with Sanjay Gupta and Russell Lane.
  • On joining Moonfare, Lane said, Moonfare is harnessing technology to promote alternative investment access to a broader range of individuals globally, and I'm excited to be part of the team and the mission.

B. Riley Wealth Management Serves as Sub-Adviser to UBP

Retrieved on: 
Thursday, April 29, 2021

b'LOS ANGELES, April 29, 2021 /PRNewswire/ --B. Riley Wealth Management, Inc., a full-service private wealth and investment services firm and subsidiary of B. Riley Financial, Inc. (NASDAQ: RILY) ("B. Riley"), today announced that Eve Glatt and Maurice Onyuka have joined the firm as Senior Portfolio Managers.\nGlatt and Onyuka previously served as Co-Heads of U.S. Equities at UBP Asset Management LLC, a subsidiary of Union Bancaire Prive ("UBP"), a Swiss private bank.

Key Points: 
  • b'LOS ANGELES, April 29, 2021 /PRNewswire/ --B. Riley Wealth Management, Inc., a full-service private wealth and investment services firm and subsidiary of B. Riley Financial, Inc. (NASDAQ: RILY) ("B. Riley"), today announced that Eve Glatt and Maurice Onyuka have joined the firm as Senior Portfolio Managers.\nGlatt and Onyuka previously served as Co-Heads of U.S. Equities at UBP Asset Management LLC, a subsidiary of Union Bancaire Prive ("UBP"), a Swiss private bank.
  • Glatt and Onyuka have worked together for the last 10 years.\n"Our strategic relationship with UBP demonstrates the continued growth and diversification of our robust platform as well as the stellar reputation of B. Riley," said Chuck Hastings, Chief Executive Officer of B. Riley Wealth Management.
  • Prior to UBP, Glatt managed international and global investment funds for Cornerstone Capital Management (a subsidiary of New York Life) and Morgan Stanley Investment Management.
  • Riley Wealth Management provides a full suite of investment management services and solutions to individuals and families, and small and large businesses, including non-profits, qualified retirement plans, endowments, and foundations.

Guggenheim Securities Hires Richard Saltzman to Expand Private Capital Advisory Business

Retrieved on: 
Monday, October 5, 2020

NEW YORK, Oct. 05, 2020 (GLOBE NEWSWIRE) -- Guggenheim Securities, the investment banking and capital markets division of Guggenheim Partners, announced today that Richard Saltzman will join the firm as a Managing Director to expand its private capital advisory business and will focus on secondary advisory.

Key Points: 
  • NEW YORK, Oct. 05, 2020 (GLOBE NEWSWIRE) -- Guggenheim Securities, the investment banking and capital markets division of Guggenheim Partners, announced today that Richard Saltzman will join the firm as a Managing Director to expand its private capital advisory business and will focus on secondary advisory.
  • We are pleased to welcome Richard to our growing private capital advisory practice, said Mark Van Lith, Co-CEO of Guggenheim Securities and Head of Investment Banking.
  • Our private capital advisory effort provides world-class liquidity solutions to investors in private equity and other asset classes.
  • Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm.

First Republic Adds Wealth Management Team in Florida

Retrieved on: 
Thursday, January 16, 2020

First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced the addition of a six-member team of wealth managers to First Republic Investment Management in South Florida.

Key Points: 
  • First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced the addition of a six-member team of wealth managers to First Republic Investment Management in South Florida.
  • Based in Jupiter, Florida, the team will provide investment management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
  • First Republic is very pleased to welcome this team of highly experienced wealth managers, said Bob Thornton, President of First Republic Private Wealth Management.
  • Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services.

Artivest Expands Alternative Investment Platform to Offer Product Structuring and Fund Distribution Solutions

Retrieved on: 
Tuesday, January 22, 2019

Artivest's new advisory solutions include:

Key Points: 
  • Artivest's new advisory solutions include:
    Product Structuring:Consisting of investment research and product structuring, this capability is provided by our expanded 15-person alternative investment research team.
  • Fund Distribution: Artivest's enterprise, intermediary, private client, marketing, and strategy teams, consisting of ~35 industry professionals, work interactively across major domestic channels to deliver alternative investment solutions to clients.
  • Artivest is the premier alternative investment platform, offering investors and advisors digital access to institutional-quality alternative strategies, including private equity, hedge funds, managed futures, and real assets.
  • Our enterprise solutions for asset and wealth managers include investment access, transaction processing, investment research, product structuring, and nationwide fund distribution.