Northern Trust
Northern Trust Hires Tax Strategist For PFS
22 December 2011
Northern Trust has appointed Suzanne Shier as tax strategist for its personal financial services division. In her new role, Shier will contribute to the discussion of issues surrounding federal tax - with a focus on charitable giving, trust law and tax legislation, the firm said in a statement . Previously, Shier was a partner at Chapman and Cutler, where she led the firm’s trusts and estates practice group.
*****
Client Reporting Firm Appoints VP With Global Focus
15 December 2011
Boston-headquartered Equipos, a client reporting and marketing communications company, has promoted Richard Hammond to vice president and global financial and client reporting domain expert. Hammond joined the firm two years ago and since then has worked on deploying the company’s technology for Northern Trust and Toronto Dominion Asset Management . Before joining Equipos, he worked at Actuate Software.
*****
North America Executive Moves Round-Up November 2011
2 December 2011
Signature Bank hired a trio from Wells Fargo for its growing private client banking team. Craig Anzalone, group director and senior vice president leads the three-person team and was joined by Patricia Modena, associate group director and vice president, and Karen Perry-Taylor, senior client associate . Merrill Lynch Wealth Management, Bank of America's brokerage business, brought in two teams of financial advisors, hiring a team from Credit Suisse’s US-based private banking unit and one from Wells Fargo Advisors.
*****
BNY Mellon Wealth Management Makes Senior Regional Appointment
29 November 2011
BNY Mellon Wealth Management has appointed Penny Weeks as regional director for private banking in New England. Weeks has more than 25 years of private banking experience serving high net worth clients and their families . Before BNY Mellon, she was a senior vice president and private banking team leader at Northern Trust and served for three years as a senior private banker at US Trust.
*****
Northern Trust Appoints CIO Of Personal Financial Services Unit
17 November 2011
Northern Trust has appointed Katherine Ellis Nixon as chief investment officer for its personal financial services division. Nixon joined Northern Trust in 2004 as a senior portfolio manager and went on to become chief investment officer for the Northeast region in 2005 . Before joining Northern Trust, she worked at US Trust for 18 years.
*****
North America Executive Moves: October 2011
7 November 2011
Here, the significant moves in the North American wealth management market for October are summarized.
*****
The Rise Of Wealthy Women: The “Other” Wealth Transition
3 November 2011
Worldwide, $20 trillion of investments are controlled by women, up by 16 per cent in just one year. Wealth managers need to be ready to cater to female clients, in the way they want to be catered to. The question is: what do women want?
*****
Northern Trust Appoints Head Of New Alternative Investment Unit
26 October 2011
Northern Trust has named Robert Morgan as managing director of a new unit for alternative investment that brings together the firm’s hedge funds and private equity investment groups. Morgan, latterly director of private equity, oversees roughly $3 . 5 billion under management or advisory in his new position.
*****
Rogerson’s Move To Wilmington Strengthens Case For “Soft Side” Services
12 October 2011
The "soft-side" of wealth management - preparing a family for money - is a growing part of what the industry has to offer.
*****
Executive Moves For September - North America
7 October 2011
First Foundation Bank, the Irvine, CA-based investment and wealth planning firm, appointed Stuart Bailey as vice president and private banker. Bailey most recently served as regional president for Sunrise Bank in Palm Desert, CA . Manulife Asset Management named Jacqui Allard as president of its Canadian operations.
*****
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
