On Wall Street

High Net Worth

• Advisor Stands to Reap AUM Windfall After Facebook IPO

  February 1, 2012

  A media shy financial advisor in Silicon Valley, Divesh Makan of Iconiq Capital, stands to bring in a potentially historic haul of new assets under management when Facebook launches its long-anticipated IPO.

• Using Predictable Income To Strengthen Client Ties

  February 1, 2012

  With trust harder to come by, advisors should lean on personalized services and product fluency.

• BNY Mellon Hires Latin American HNW Expert From BlackRock

  January 31, 2012

  BNY Mellon Wealth Management has named Yolanda Plaza-Charres to a newly created position as sales director for Latin America.

• Saltzman Takes VP Post at Neuberger Berman's HNW Group

  January 31, 2012

  Brian Saltzman, formerly with AllianceBernstein in New York City, has joined Neuberger Berman Group LLC as a wealth advisor and vice president in the firm’s Manhattan office.

• BNY Mellon Launches Family Wealth Team

  January 27, 2012

  The firm promoted Kevin Rogers to managing director and family wealth advisor to head up the specialty team.

• BNY Mellon Adds Another Wealth Advisor to Ultra HNW Team

  January 23, 2012

  BNY Mellon Wealth Management has added company veteran Gregory Simpson to its growing team of advisors to ultra high-net-worth families and family offices.

• Chambers Named President at Barclays Wealth Trustees

  January 18, 2012

  David Chambers, a former head of Personal Trust Services and International Trust Services at Merrill Lynch, brings 30 years of experience in serving high net-worth clients.

• Millionaires Want to Give Back Despite Economic Headwinds

  January 17, 2012

  Almost six in 10 millionaires believe they have an obligation to give back to their communities, unchanged from 2008, when the U.S. economy went into a tailspin, according to a PNC Wealth Management survey.

• BNY Mellon Wealth Management Hires Two, Promotes One

  January 13, 2012

  BNY Mellon Wealth Management has added Timothy Barker as a family wealth advisor to its growing team of advisors to ultra high-net-worth families and family offices.

• Planners Prepare for More Audits for HNW Clients

  January 13, 2012

  Planners have taken note of the fact that clients with incomes of $1 million or more were twice as likely to be audited by the IRS in 2011 than they were in 2009. Several say they are taking steps in anticipation of still greater vigilance on the part of the agency.

• Bank of the West Opens HNW Client Center in Palo Alto

  January 9, 2012

  Bank of the West expands its wealth management universe with a new center for high-net-worth clients in the heart of Silicon Valley.

• IRS Increases Audits of High-Income Taxpayers

  January 6, 2012

  The Internal Revenue Service has increased its audits of taxpayers at upper-income levels.

• LPL Says Fortigent Acquisition Will Boost High-Net-Worth Business

  January 3, 2012

  Fortigent, whose 90 advisory firm clients oversee more than $50 billion in high-net-worth assets, shores up LPL Financial’s growing share of high-net-worth business.

• A Fresh Look at Risk

  January 1, 2012

  Advisors should tell their clients to think as much about risk management as maximizing returns.

• Lifting The Cloud Over Annuities

  January 1, 2012

  Fresh messages about the value of annuities have started to flow from a variety of sources.

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