15 April 2011
PwC US has appointed Jeff Saccacio as the partner in charge of the firmís Personal Financial Services practice within the Private Company Services group in the Southern California, Arizona and Nevada markets. Saccacio, who worked at PwC earlier in his career, joins from Deutsche Bank Private Wealth Management, where he was managing director and head of wealth planning for the western US region . Before joining Deutsche Bank, he served as a managing director and senior wealth strategist providing services for Citigroup Private Bank and Trust Company for the West Coast, Pacific Northwest and Manhattan offices.
News and Features
Comment and Analysis
BNY Mellon Wealth Management is planning to double the size of its global sales force, as well as adding a raft of private bankers.
22 May 2013
Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.
20 March 2013
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
4 April 2013
The period between 2008 and 2012 saw an uptick in risk reviewing business at New Yorkís Rothstein Kass Family Offices Group, says partner Evan Jehle.
9 April 2013
Building functionality into a familyís business affairs involves defining each personís role but itís never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
8 April 2013
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
25 March 2013