Semantic Search Results for: wealth management

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Events

The following key events matching your query wealth management have been found

Event Date Source
Job-change Boston Private Financial Holdings, a national umbrella company providing private banking and wealth management services through affiliates, hired Mark Thompson as chief executive officer of its private banking group and James Dawson as managing director of its West Coast private banking operations. 2010-09-09 On Wall Street
Job-change Boston Private Names New CEO 2010-09-09 On Wall Street
Ma Regulator Blocks NAB's $12 Bln Bid for AXA Unit National Australia Bank's (NAB) $12 billion bid for AXA Asia Pacific has been blocked for a second time, dashing its efforts to cement its lead in the world's fourth-largest wealth management market. 2010-09-09 Insurance & Technology
Job-change Walker joined Citigroup in 2006 after 20 years at Merrill Lynch & Co. He replaces James Tracy, who was named COO in July of distribution and development for the U.S. wealth-management group. 2010-09-09 Investment News
Ma The bank's top management were confident its offer to sell APH's contentious North retail investment platform to rival IOOF would win over the ACCC, which in April said a takeover was likely to create an unfair market dominance. 2010-09-09 The Australian
Product-event Charles River Development (Charles River), a front- and middle-office investment software solutions provider, today announced that CS McKee, a Pittsburgh-based, full service institutional money manager, is live on the Charles River Investment Management System (Charles River IMS) for automated front- and middle-office support across its domestic equity and fixed income investment management operations. 2010-09-09 Finextra
Product-event Royal Bank of Canada Deploys Progress Software for FX Transaction Management 2010-09-09 A-Team
Ma Australia's competition regulator has blocked National Australia Bank's $12 billion bid for AXA Asia Pacific for a second time, dealing a blow to NAB's efforts to cement its dominance in the world's fourth-largest wealth management market. 2010-09-09 uk.reuters.com
Product-event Product Event Job-change Job Change Ma Mergers and Acquisitions Partnership Partnership Downsizing Downsizing Expansion Expansion

News

The following news matching your query wealth management have been found

Title Date Source
NextGen EHR Signs Mount Kisco Medical Group Detail-view 2010-09-09 informationweek.com
Unitrin Direct and Optical Image Technology Featured in Tech Decisions Webinar Detail-view 2010-09-09 PRLog.Org
MSSB Promotes Walker Detail-view 2010-09-09 On Wall Street
The Nation’s unprecedented housing distress has created new opportunities in the residential mortgage Securities Market. Detail-view 2010-09-09 Private Wealth Magazine
Jefferies Is Said to Hire Barclays’ Cicero, Adviser to Banks Detail-view 2010-09-09 Business Week
Rating Agencies: Doom & Gloom for Global Reinsurers? Detail-view 2010-09-09 Insurance Networking News
Stocks Advance on Jobless Claims Data; Treasuries, Gold Fall Detail-view 2010-09-09 Business Week
Deutsche Bank Said to Weigh Share Sale of Up to $11.4B Detail-view 2010-09-09 Business Week
SunTrust Announces Central Florida Leadership Changes Detail-view 2010-09-09 SunTrust Banks
Deutsche Bank Said to Weigh Share Sale of Up to EU9 Billion Detail-view 2010-09-09 Business Week
A back-handed compliment for Richard Fuld Detail-view 2010-09-09 Fierce Finance
Jefferies Group Is Said to Hire Barclays's Adviser to Banks Frank Cicero Detail-view 2010-09-09 Bloomberg
SAP Looks to Benefit From the Oracle Tempest Detail-view 2010-09-09 New York Times
SunTrust Announces Central Florida Leadership Changes Detail-view 2010-09-09 PR Newswire

Companies

The following companies in the news related to your query wealth management have been found

Name Description Location Company Type Website
Atlantic Trust Private Wealth Management

Our sole focus is wealth management for select clients.

United States
Financial Institution
(Asset Manager)
http://www.atlantictrust.com/
Boston Private Wealth Management

Boston Private Financial Holdings, Inc. is a national enterprise that owns independently-operated financial services firms across the U.S. These affiliated firms, selected through a meticulous acquisition process, comprise the ...

United States
Financial Institution
(Asset Manager)
http://www.bostonprivate.com/
CIBC Private Wealth Management Canada
Financial Institution
(Asset Manager)
www.cibc.com
Dundee Wealth Management

Dundee Corporation ) is holding company based in Toronto, Canada with wealth management, real estate and resources holdings. (source: en.wikipedia.com)

Canada
Financial Institution
(Asset Manager)
www.dundeewealth.com/
RBC Wealth Management Intl Canada
Financial Institution
(organization)
www.rbcwminternational.com/
TD Wealth Management Canada
Financial Institution
(Asset Manager)
http://www.tdbank.com/investments/investments/index.html

People

The following people in the news related to your query wealth management have been found

Name Company Post References Last Reference
Krawcheck, Sallie Bank of America Executive 111 2010-09-07
McCann, Bob UBS Chief Executive; wealth management units 96 2010-09-03
McCann, Robert Merrill Lynch Bank USA formerly head of brokerage 131 2010-08-16
Ellis, Bob Celent Manager 11 2009-06-23
Sarwar, Malik Abu Dhabi Islamic Bank Executive VP, Global Wealth Management 10 2009-12-07
Tucker, Steve National Australia Bank Group CEO 13 2010-09-09
Moynihan, Brian Bank of America head; global corporate and investment banking and global wealth management arms 368 2010-08-16
Krawcheck, Sallie CitiGroup CFO 55 2010-04-09
de Weck, Pierre Deutsche Bank executive 17 2010-03-16
Fennelly, John Thomson Reuters Global Managing Director, Wealth Management 10 2010-04-02
Weil, Raoul UBS former head of wealth 47 2010-06-17
Stott, Jakob UBS head; onshore wealth management business 12 2010-09-01
Gershen, Richard City National head of Wealth Management 4 2009-08-18
Castillo, Eva Bank of America President 6 2009-12-10

Keywords

The following keywords in the news related to your query wealth management have been found

Keyword Type
wealth management Asset management