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BNY Mellon has completed its purchase of I(3) Advisors of Toronto.
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Ladenburg Thalmann Financial Services has completed its previously announced acquisition of Premier Trust, a provider of wealth management services, including trust administration, estate and financial planning, custody and investment services.
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Harris Private Banking held the grand opening Wednesday afternoon for the new office at 130 Simcoe St. The office officially opened its doors in May, said managing director Eileen Grady.
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Wealth managers should apply online dating or betting techniques to capture a share of the estimated $10 trillion that rich individuals have yet to invest, according to Scorpio Partnership.
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Convergent Wealth Advisors had four of the firm's advisors included on Barron's 2010 ranking of the nation's Top 100 Independent Financial Advisors.
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Bank of Hawaii is re-opening its private client services office at its Waialae-Kahala location.
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Jim Lorence and Ryan Vander Zwart, registered representatives with NEXT Financial Group, Inc., member FINRA/SIPC, and partners at the financial planning firm of Lorence & Vander Zwart, have been featured in the August issue of Forbes.
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UBS Wealth Management Americas, a unit of UBS AG, recently hired Jerry Pascucci, a former Morgan Stanley Smith Barney executive, as head of alternative investments.
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Jim Lorence and Ryan Vander Zwart, registered representatives with NEXT Financial Group, Inc., member FINRA/SIPC, and partners at the financial planning firm of Lorence & Vander Zwart, have been featured in the August issue of Forbes.
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California United Bank has promoted Shelley Gibson to senior vice president, private banking and Kevin McElroy to senior vice president, Commercial Real Estate and Construction Lending.
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UBS Wealth Management Americas, a unit of UBS AG, recently hired Jerry Pascucci, a former Morgan Stanley Smith Barney executive, as head of alternative investments.
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California United Bank has promoted Shelley Gibson to senior vice president, private banking and Kevin McElroy to senior vice president, Commercial Real Estate and Construction Lending.
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City National Bank has hired six banking and investment management veterans for its Private Client Services Group in San Francisco.
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For the sixth year, Atlanta’s Sanders Financial Management has been nationally recognized and named to the list of the nation’s “Top Wealth Managers.”
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Stevens Wealth Management, a Chicago-based financial advisory firm, recently appeared in Financial Advisor magazine's 2010 list of largest and fastest growing registered investment advisor (RIA) firms.
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Denise Wypiszenski, chief operating officer at Robert W. Baird’s private wealth-management group, has stepped down after less than a year.
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The local office of RBC Wealth Management has moved to 80 Linden Oaks from Bausch & Lomb Place, and plans to add 12 employers in the next two years.
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IOOF Holdings has stepped up efforts to convince the competition regulator that it is best placed to become a significant rival to the banks in the wealth management market.
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Former Prime Minister Tony Blair has formed his own investment advisory business offering services to high net worth clients and global funds.
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Neuberger Berman has put ex-National Basketball Association player John Lambert in charge of its U.S. West Coast high-net-worth business.
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The wealth management industry has witnessed dramatic changes in the last two years due to the economic crisis.
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BNY Mellon Wealth Management has hired the first two of 10 private-client professionals it plans to bring to its San Francisco office by year end.
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TMB Bank is improving its services to attract high net worth customers, says chief retail banking officer Michal Szczurek.
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Baird Private Wealth Management said on Tuesday it hired eight advisers and a branch manager from Morgan Stanley Smith Barney to establish new offices in Charleston, South Carolina, and Fort Worth, Texas.
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Morgan Stanley appointed Ben Dembin and Francis Schiavetti as advisors in Boca Raton, Florida.
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Swiss-listed wealth management firm GAM has seen profits rise 36% in the first six months of the year and announced plans to buy back 10% of its shares over the next two years.
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Credit Suisse has hired a team of four senior wealth management advisers to sit alongside its relationship managers.
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UBS Wealth Management Americas is bringing in a new class of financial adviser trainees, reviving and revamping a program that has been on hold for about two years.
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Prestwood Group has recruited top financial planners, including Becky Taylor, Marlene Shalton, and Adrian Johnston.
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SEI Investments is poised to regain some of the market share it has lost to archrival Genworth Wealth Management.
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Citigroup has appointed its Malaysian retail bank head Paul Hodes Asia-Pacific head of wealth management products for its regional consumer bank.
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Ellyn McColgan, the former head of wealth management at Morgan Stanley, has joined the board of financial services firm Primerica.
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Cornerstone Wealth Management Group is sponsoring a Social Security and Retirement seminar for local residents.
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Boston Private Bank & Trust Company has successfully implemented the CapitalStream(TM) "Straight Through Processing" solution.
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Two senior Hong Kong-based executives recently left UBS Wealth Management, while one has joined the firm.
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President and CEO of Padilla & Associates Wealth Management Group and an Investment Advisor Representative with NEXT Financial Group, said that his firm and its clients will be hosting a food drive benefiting the local food bank.
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A pair of senior private bankers at Barclays Wealth who were last year named as Financial News' Rising Stars in Wealth Management have left the bank along with two other colleagues.
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Linda Mack, founder and president of Mack International, will be a featured presenter at the fifth semi-annual Canadian Private Family Office Invitational.
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U.S. Trust has appointed three executives to its northeast division.
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The huge influx of money into professional sport has created a niche but growing market for private banks and wealth managers.
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Wilmington Trust has named Jay Wilson and Stephen McKnight as members of the subsidiary's Board of Directors.
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Fogel Neale Partners, a wealth management firm with offices in New York, has hired Denise Otten as senior vice president of wealth management for the New Jersey region.
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Hockett & Olsen Automotive and Integrated Wealth Management are presenting a life skills clinic for young adults on Aug. 21.
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Citigroup, Deutsche Bank, Merrill Lynch and HSBC are among those planning to expand their private banking teams this year.
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Standard Chartered plans to hire 800 bankers in the next 12-18 months.
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India has around 130,000 people with investable assets of more than $1 million, according to a recent report by Capgemini and Merrill LynchWealth Management.
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UBS named JP Morgan veteran Jakob Stott to head its European wealth management unit.
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BBVA Compass has named Dustin Lamb vice president of Healthcare Financial Solutions for the bank’s wealth management group.
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Citi Private Bank has hired three investment counselors for its Law Firm Group in New York and San Francisco.
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Los Angeles-based City National Bank has added three private-client specialists in Orange County, Calif.
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More banks are coming up with new services to target the rising number of affluent Asian consumers in countries like China and India.
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India's central bank proposed higher capital requirements and capping the foreign holding below 50% in new private-sector banks as it considers issuing fresh banking licenses.
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Wells Fargo Private Bank recently hired Bonnie Humphrey, a senior wealth-planning strategist, from HSBC and Christopher Ross, a wealth adviser, from Neuberger Berman.
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Ayala Land sponsored a seminar on finding the key to financial success Saturday at the Sheraton Cerritos Hotel.
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Bank of Singapore, the private banking arm of Oversea-Chinese Banking Corp, has hired three bankers from DBS that will manage rich clients from Indonesia.
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Merrill Lynch Wealth Management has named Tamer Rashad as head of Middle East Wealth Management and Amir Sadr as head of the Institutional Client Group and the Family Office Group.
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Wealth Manager magazine announced that Ruggie Wealth Management, headed by president Thomas Ruggie, made its 10th annual Top Wealth Managers List.
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Financial advisers Steve Jones and Seth Gunderson have formed Tenacity Investment Group.
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Lydian Private Bank reported a $6.2 million loss in the second quarter after restating its first quarter results to show a loss.
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Collins Stewart Wealth Management has appointed an experienced high-net- worth business introducer with connections within the sports, media and entertainment industries.