Archives: 2017 / 2016 / 2015 / 2014 / 2013 / 2012 / 2011
| May 25, 2017 |
Wilmington Trust Adds Fred Beilstein as Senior Private Client Advisor to Atlanta Wealth OfficeWilmington Trust hired Fred Beilstein as a senior private client advisor for its Wealth Advisory office in Atlanta, Ga. He will provide wealth management advice to high-net-worth clients including families, entrepreneurs, business owners, and foundations and endowments. (more) |
| May 10, 2017 |
New Wealth Survey Finds Family Leaders Reluctant to Share Inheritance Details to Avoid Demotivating HeirsA new survey of wealthy families found that nearly 30 percent of family leaders have no plans to share inheritance details out of fear of demotivating heirs. The study titled “Navigating the Wealth Transfer Landscape” by Campden Wealth, the Institute for Private Investors, and Wilmington Trust also showed that a majority of inheritors do not significantly alter their careers or lifestyles after receiving their inheritance. (more) |
| April 28, 2017 |
Wilmington Trust Hires Joe Donovan as Senior Sales Trust Representative for Institutional Retirement Services DivisionWilmington Trust, N.A. hired Joe Donovan as senior sales trust representative for its Institutional Retirement Services division. Based in Wilmington Trust’s office in Boston, he will work to grow collective investment trust (CIT) business nationwide as an investment vehicle for defined contribution 401(k) plans. (more) |
| March 29, 2017 |
Wilmington Trust Hires Joshua Stowell as Senior Trust Sales Representative in the Global Capital Markets DivisionWilmington Trust, N.A. hired Joshua Stowell as senior trust sales representative for its Global Loan Agency Services group in the Global Capital Markets division. Based in the company’s Boston office, he will focus on expanding loan agency services to alternative capital providers, business development companies, and direct lenders. (more) |
| March 20, 2017 |
Wilmington Trust Selected as Trustee for $2.7 Billion Volkswagen Environmental Mitigation TrustWilmington Trust, N.A. has been appointed trustee for the Volkswagen Environmental Mitigation Trust. The $2.7 billion trust, established as part of Volkswagen’s diesel emissions settlement, will be used to implement approved air pollution mitigation initiatives in U.S. states and federally-recognized Native American nations. (more) |
| March 16, 2017 |
Wilmington Trust Hires Ali Naqvi as Director of Business Development in Global Capital MarketsWilmington Trust, N.A. hired Ali Naqvi as a director of business development in the Global Capital Markets division. He will work to expand M&A escrow and paying agency services to corporate clients and law firms in the Western United States. Naqvi is based in the company’s office in Costa Mesa, Calif. (more) |
| March 10, 2017 |
Wilmington Trust Awarded ‘Collateral Service Provider of the Year’Wilmington Trust was recognized for its service to the captive, insurance-linked securities (ILS), and reinsurance industries with the “Collateral Service Provider of the Year” at the UK Captive Service Awards ceremony in London, organized by Captive Review magazine. (more) |
| February 27, 2017 |
Wilmington Trust Hires Eileen Hughes as Head of Product Development and Strategy in Structured FinanceWilmington Trust added Eileen Hughes as head of product development and strategy to its Structured Finance Group, part of the Global Capital Markets division. She will work to enhance product offerings, notably in technological capabilities, and support initiatives for Structured Finance teams in the United States and Europe. She will be based in Wilmington Trust’s New York office. (more) |
| January 31, 2017 |
Sharon L. Klein Elected Fellow of the American College of Trust and Estate Counsel (ACTEC)Wilmington Trust is proud to announce that Sharon L. Klein was elected as a Fellow by the American College of Trust and Estate Counsel (ACTEC). Klein is president of Wilmington Trust’s New York Metropolitan region. (more) |
| January 27, 2017 |
Wilmington Trust Announces Capital Markets Forecast for 2017Wilmington Trust has released its annual Capital Markets Forecast titled “Uncharted Waters: Will Political Riptides Threaten Portfolio Returns?” The outlook from Wilmington Trust’s investment team focuses on three main themes: the U.S. economy, income inequality, and emerging markets opportunity. (more) |
| January 13, 2017 |
Wilmington Trust Adds Robert Bridges as Senior Investment Advisor to New York OfficeWilmington Trust hired Robert Bridges as a senior investment advisor in its New York Wealth Advisory office. He works with high-net-worth individuals, families, and business owners, as well as foundations and endowments throughout the New York Metropolitan region to develop customized investment portfolios based on their financial objectives. (more) |
| January 11, 2017 |
Wilmington Trust Adds Evan Kanarek as a Senior Private Client Advisor in its New York OfficeWilmington Trust hired Evan Kanarek as a senior private client advisor for its Wealth Advisory office in New York. He will provide comprehensive wealth management advice to high-net-worth individuals, families, entrepreneurs, business owners, as well as foundations and endowments throughout the company’s Northeast region. (more) |
| December 14, 2016 |
Wilmington Trust Expands Capital Markets M&A TeamWilmington Trust expanded its Mergers and Acquisitions team in the Global Capital Markets division with three strategic hires. Laron Galea was hired as head of Product Planning and Development, Stuart Landucci as head of Sales Strategy, and Timothy Martin as senior relationship manager. (more) |
| November 15, 2016 |
Wilmington Trust Hires Caroline Magee as Senior Trust Sales Representative in Dublin, Ireland OfficeWilmington Trust hired Caroline Magee as a senior trust sales representative for its European business development team within the Global Capital Markets division. Based in the Dublin office, she will sell a full complement of trust and agency services in Ireland, the United Kingdom, and select jurisdictions in Europe. (more) |
| November 04, 2016 |
Wilmington Trust Welcomes Jerry Franz as Senior Private Banker in Cherry Hill, N.J. OfficeM&T Bank hired Jerry Franz as a senior private banker for its Wilmington Trust team in the company’s Cherry Hill, N.J. office. He works with high-net-worth clients in Southern New Jersey and the Philadelphia area. (more) |
