Private Banks

Updated Wednesday, June 19, 2013 as of 9:40 AM ET

Industry - Private Banks

Raymond James has added to its ranks in the southeast with a $1 million producer from Morgan Stanley.

Advisor Cynthia Woodsmall Jones joined Raymond James in Columbus, Ga., having previously managed over $435 million in client assets. more »

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BNY Mellon’s ‘Private Banking’ Offering to RIAs Draws Mixed Reaction

Advisors are wary of BNY Mellon's plan to provide private banking services to RIAs. more »

Managing Complaining Clients

What is a “madvocate" and how can you insure they aren't contagious? more »

Webster Private Bank Names Chief Investment Strategist

Yves Cochez will manage the bank’s portfolio management team and set the overall direction of investment management for high-net-worth clients. more »

Umpqua Private Bank Targets Business Owners and Gen X Investors in Seattle

Elise Fortin, Umpqua Private Bank’s newly appointed leader in Seattle, believes that Umpqua’s “high-touch” offerings will resonate well with business owners and Gen X investors. more »

Citi Private Bank Names Global Chief Strategist

Steven Wieting, managing director and U.S. economist in Citi Research, will be responsible for formulating investment strategies for the business and its clients around the world. more »

How to Retain the Next Generation

Matt Matrisian of Genworth Financial Wealth Management outlines five tips for advisors to hold onto the next generation of their existing clients. more »

U.S. Trust Banks on Future Growth

A three-year plan helped the renowned private bank merge with a rival and find its way out of the financial crisis. Now, it's prepared to leverage its resources across Bank of America. more »

Umpqua Names Industry Veteran to Lead Private Bank’s Expansion into Seattle

Elise Fortin, a former executive of Wells Fargo Private Bank, will be responsible for leading Umpqua Private Bank’s expansion in the Puget Sound region. more »

Webster Private Bank Adds Senior Investment Manager

Madorie O’Hara, a former Citi Private Bank portfolio manager, will manage investment portfolios for Webster’s private banking clients. She will be based in Stamford, Conn. more »

Credit Suisse Attracts Super-Wealthy Clients to Boost Profitability

Credit Suisse Group AG said it’s increasing the proportion of assets under management from super- rich clients, helping to boost profit margins at Switzerland’s second-largest wealth business. more »

Atlantic Trust's New Owners Aim for $80 Billion Firm

After a $210 million sale, Atlantic Trust appears to be headed into high gear. more »

Webster Bank Ups Revenue from Wealth Business

In the first quarter of 2013, wealth and investment services generated $7.8 million in revenue, up 7% from a year ago. more »

Seven Reasons the Debate Over 'Too Big to Fail' Is Here to Stay

The debate over whether large banks are still "too big to fail" has spread like wildfire in recent months. more »

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