Updated Sunday, November 23, 2014 as of 12:47 AM ET
Barclays Grabs J.P. Morgan Advisors
Two advisors have left J.P. Morgan Private Bank to join Barclays' wealth management division in Palm Beach, Fla.
More in Boutiques
A group of ultrawealthy Citigroup clients clamoring for big returns on U.S. real estate have entered into funding commitments for a new commercial and multifamily development on Sunset Boulevard in West Hollywood, Calif. It is one of several co-investment projects the firm is offering through its private bank. more »
Frank Campanale, CEO of Lebenthal Wealth Advisors and a former executive at Smith Barney, spells out the key elements in firm's growth plans and recruiting strategy: brand, equity stakes and passion. more »
Deutsche Asset & Wealth Management grabbed a financial advisor from rival Barclays. more »
Deutsche Asset & Wealth Management spells out its plans to serve wealthy clients with complex needs and demands. more »
Deutsche Asset & Wealth Management lured away a managing director from J.P. Morgan. more »
FINRA barred a Chicago-based broker after it was discovered he transferred over $1 million from client accounts into his own over a number of years. more »
Deutsche Asset & Wealth Management hired a new regional executive from J.P. Morgan. more »
Deutsche Bank AG, the German lender that has pledged to improve controls after criticism from regulators, hired Elizabeth J. Ford from Goldman Sachs Group Inc. as head of compliance for the Americas. more »
Morgan Stanley picked up five advisors managing more than $650 million in combined assets from its rivals, according to a spokesperson for the wirehouse. more »
Credit Suisse Group added private banking to its operations in Toronto as the lender seeks to win business from Canada’s wealthiest individuals. more »
Deutsche Asset & Wealth Management recruited a private banker and managing director from J.P. Morgan to open a new office in Dallas. more »
Morgan Stanley landed an advisor team managing $1.1 billion in assets. more »
The FPA’s new president-elect, Pamela Sandy, wants to help create a more diverse face of the advisory profession, raise the organization’s profile among lawmakers and build a culture at the organization to attract a new generation of planners. more »
The November Issue is now online!


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