Updated Thursday, September 18, 2014 as of 7:44 PM ET
Credit Suisse Looks to Canada in Search for Wealthy Clients
Credit Suisse Group added private banking to its operations in Toronto as the lender seeks to win business from Canada’s wealthiest individuals.
More in Boutiques
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 »
Deutsche Bank's asset and wealth management unit is in growth mode in the U.S., hiring a string of managers and advisors. more »
Deutsche Bank, Germany’s largest lender, is relying on its money-management businesses to bolster growth, said Michele Faissola, the unit’s head. more »
Merrill Lynch lured away two advisors from Barclays Capital, where they managed a combined $285 million in assets. more »
Deutsche Asset & Wealth Management, in partnership with CAIA, will now require its employees in its retail distribution arm to enroll in CAIA's fundamentals of alternative investment certification program. more »
A former J.P Morgan advisor team that managed $1.5 billion in client assets has left the firm to join Wells Fargo Advisors. more »
The world’s biggest bond dealers, including JPMorgan Chase & Co. and Morgan Stanley, failed to properly report trades to the industry’s price-tracking system more than 11,000 times. JPMorgan’s penalty: About three minutes of its annual profit. more »
A 25-year-old divorce workshop founded and run by two planners in San Diego has received funding from a former attendee to enhance its website, with an eye to going national. more »
JPMorgan Chase & Co. reached a $13 billion deal with the U.S. Justice Department that ends probes into the bank’s sale of mortgage bonds, the largest amount paid by a financial firm in a settlement with the government. more »
Deutsche Bank's Chip Packard and Haig Ariyan discuss lessons the industry learned in the past five years. more »
The August Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

September 20, 2014 |

September 28, 2014 |

October 7, 2014 |

October 21, 2014 |

October 27, 2014 | The Mandarin Oriental, Boston

Already a subscriber? Log in here