Ann Limberg
North America Executive Moves: October 2011
7 November 2011
Here, the significant moves in the North American wealth management market for October are summarized.
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Former JP Morgan Private Banker Leads US Trust Northeast
4 October 2011
US Trust, part of Bank of America's Global Wealth and Investment Management unit, has appointed Raymond Piacentini as Northeast managing director. Piacentini is a veteran in the wealth management industry and most recently served as managing director for private banking at JP Morgan Chase . Prior to that, he held senior positions at several wealth firms including Donaldson, Lufkin & Jenrette, Smith Barney and the Private Bank at The Bank of New York.
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New Head As US Trust, Bank Of America Reorganises Private Wealth Management
5 December 2008
US Trust, Bank of America Private Wealth Management has confirmed to WealthBriefing its new head to replace the outgoing president, as the firm’s parent continues with its $50 billion takeover of Merrill Lynch, due to be completed by the end of this year. A Bank of America spokesman said that Keith Banks, president of Bank of America’s Global Wealth & Investment Management division, will assume day-to-day leadership of US Trust, effective immediately, taking over from Frances Aldrich Sevilla-Sacasa, US Trust president, who is leaving the firm . Ms Sevilla-Sacasa is leaving to “pursue other opportunities,” a spokesman for the company said, but he did not elaborate on her plans.
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U.S. Trust CEO Sevilla-Sacasa exits Bank of America
5 December 2008
Departure "part of an on-going process" of integration of BoA and Merrill. Frances Aldrich Sevilla-Sacasa has resigned from her position as CEO of U . S.
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News and Features
Latest News
Janney Makes Senior Hires At New Office In Maryland, Adds Senior VP In Florida
BMO Private Bank Hires Two Managing Directors In Illinois
Resource Real Estate Launches Diversified Income Fund
Argent Financial Group Appoints Business Development Officer
Global Investor Confidence Rose In May; Europe Makes A Comeback - Merrill Survey
Comment and Analysis
EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback
WE Family Offices Sets Out To Reshape The Landscape Of UHNW Wealth Management
FEATURE: A Look At The Mexican High Net Worth Client Market
EXCLUSIVE: Thomas Carroll On His First Few Months At The Helm Of GenSpring
EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications
Expert Commentary
- Top Story
- Opinion of the Week
- Industry Insight
- View from the Top
- Editor's Choice
- Investment Strategy
Regulation Puts Squeeze On Global Wealth Industry - RBC/Capgemini
The rising level of financial sector regulation means that fewer firms will be able to offer the full suite of wealth management products, according to the RBC/Capgemini World Wealth Report.
Tom Burroughes
19 June 2013
Guest Opinion: An Earnings Report Every Hedge Fund Manager Should Review
Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.
Diane Harrison
20 March 2013
Q&A: Rockefeller & Co's Jimmy Chang On The Investment Environment
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
Harriet Davies
4 April 2013
INTERVIEW: Regular Risk Reviews Gain Traction In The Family Office World
The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.
Harriet Davies
9 April 2013
FEATURE: Twins And The Business Of Family
Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
Charles Lowenhaupt
8 April 2013
Guest Opinion: Diversification In The Age Of Globalisation
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
Marc Odo
25 March 2013
