Updated Tuesday, June 2, 2015 as of 7:42 AM ET
Barclays U.S. Wealth May Fetch $250M, Credit Suisse Says
Barclays may fetch $150 million to $250 million for its U.S. wealth unit, according to analysts at Credit Suisse Group.
More in Boutiques
Two veterans left the wirehouse this week for different firms, including Janney Montgomery Scott. more »
Ted Cruz's wife Heidi is taking an unpaid leave to join the campaign of the Republican presidential candidate. more »
A wealth manager with 30 years of experience left Citigroup Global Markets to join the year-old Lebenthal Wealth Advisors as a producing branch manager. more »
Two advisors left Barclays to join regional bank First Republic. more »
This year saw a number of mega teams with outsized AUMs switching firms. Here are the biggest recruiting moves of 2014. more »
An advisor team generating $6.7 million in annual revenue has left J.P. Morgan Securities for Raymond James & Associates. more »
Two advisors have left J.P. Morgan Private Bank to join Barclays' wealth management division in Palm Beach, Fla. more »
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 »
Advisors on the Move: Wells Fargo Nabs $650M Team
The May Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

Already a subscriber? Log in here