Archives: 2020 / 2019 / 2018 / 2017 / 2016 / 2015 / 2014 / 2013 / 2012 / 2011
| May 15, 2020 |
New Webinar and Whitepaper Highlight Key Benefits of Collective Investment Trusts for Retirement Plan AdvisorsWilmington Trust recently hosted a webinar and launched a new whitepaper to highlight the advantages of CITs for advisors working with sponsors of defined benefit and defined contribution plans – particularly 401(k) plans. (more) |
| May 11, 2020 |
Wilmington Trust Welcomes Back Eric Fischer as Managing Director and Client Development OfficerWilmington Trust announces that Eric Fischer, a corporate trust industry veteran with 30 years of experience, has rejoined the firm as managing director and client development officer for the Global Capital Markets (GCM) division. (more) |
| May 04, 2020 |
Garrett Alton Joins Wilmington Trust As Wealth Market Leader for AtlantaGarrett Alton joins Wilmington Trust as Wealth Market Leader in Atlanta. Garrett, who returns to his home state of Georgia after seven years in the North East/Mid-West with BNY Mellon Wealth Management, will be responsible for substantially growing the firm’s wealth advisory services in Atlanta with a focus on Individual and Family Wealth, Endowments and Foundations, Family Offices, and Corporate and Institutional Services. (more) |
| May 01, 2020 |
Wilmington Trust’s Sharon L. Klein Named to 2020 Forbes/SHOOK List of Top Women Wealth AdvisorsNew York, NY – May 1, 2020 – Wilmington Trust today announced that Sharon L. Klein, President, Family Wealth, Eastern U.S. Region, has been named as one of the top 200 advisors in the country on the Forbes Top Women Wealth Advisors list. This annual list recognizes the top 1,000 women advisors in the United States. Less than one-in-five of these top women advisors oversee $1 billion or more in client assets, and Klein is featured as one of them. (more) |
| March 06, 2020 |
Worth Magazine Names Chief Wealth Strategist Alvina Lo of Wilmington Trust to Groundbreakers 2020 ListWilmington Trust announced that Alvina Lo, Chief Wealth Strategist, has been named one of the 50 Women Changing the World in Worth Media’s Groundbreakers 2020. The list includes accomplished leaders in fields ranging from finance to aeronautics to art history - who are making deep strides and having a big impact on their industries. (more) |
| March 02, 2020 |
Wilmington Trust Wins Global Corporate Trust Services Provider of the Year for Second Consecutive Year Following Substantial GrowthWilmington Trust announced today that the company has been recognized as Global Corporate Trust Services Provider of the Year by Infrastructure Investor Magazine for the second consecutive year. This distinction marks a year of substantial growth for the company’s Global Capital Markets Business. (more) |
| February 26, 2020 |
Wilmington Global Alpha Equities Fund Added to Charles Schwab’s Mutual Fund OneSource Select List®Wilmington Investment Management is pleased to announce that the Wilmington Global Alpha Equities Fund has been added to Charles Schwab’s Mutual Fund OneSource Select List® in the first quarter of 2020. (more) |
| February 07, 2020 |
Sharon L. Klein Named to Forbes Best-in-State Wealth Advisors 2020Wilmington Trust today announced that Sharon L. Klein, President, Family Wealth, Eastern U.S. Region, has been named to the Forbes 2020 Best-In-State Wealth Advisors 2020 list, an annual designation that recognizes over 4,000 top advisors in the United States. Klein is featured on the list of the top 202 high net worth wealth advisors in New York City. (more) |
| December 19, 2019 |
Wilmington Trust Promotes Lauren Mance to Institutional Client Services Investment LeaderWilmington Trust announced it has promoted Lauren Mance to the newly created position of Investment Leader for its Institutional Client Services (ICS) business. In this role, Mance will set and lead the investment strategy for the firm’s Global Capital Markets (GCM) and Retirement and Institutional Custody Services (RICS) segments. She will report to F. Jim Della Sala, Head of Strategy and Product Development. (more) |
| November 19, 2019 |
Wilmington Trust Expands Global Loan Agency Services Team with Two Key HiresWilmington Trust, part of the M&T Bank Family and a leader in corporate and institutional services, announced the expansion of its Loan Agency Services business, bringing on Medita Vucic as Head of U.S. Agency Loan Services and Antony Girling as Senior Relationship Manager in London. Vucic reports to Tim Mowdy, the firm’s Capital Markets Agency Services Leader in the U.S., while, Girling reports to Elaine Lockhart, European Product Leader for Loan Agency Services. (more) |
| November 15, 2019 |
Wilmington Trust 2020 Year-Ahead Vision: Capital Markets Forecast: Market Tug of War Predicts Global Investment Growth Will be Driven by Productivity GainsWilmington Trust today announced its 2020 Capital Markets Forecast, "Market Tug of War: The interplay of productivity, populism, and portfolios." The report finds that while reported productivity growth has been slow, it is expected to move higher, a trend that is providing support to long-term economic growth. However, productivity gains do not come without risk. As corporations reap the benefits of previous technology investments, including robotics, artificial intelligence and related technological advancements, a broader spectrum of jobs may become susceptible to automation and elimination of jobs, which will in turn continue to spur the resurgence in economic and political populism. (more) |
