Asset Management
Daily News Analysis
BMO Global Asset Management Makes Senior Hires In Chicago, Las Vegas
20 May 2013
BMO Global Asset Management has hired Don Borschel as director of national accounts in Chicago, IL, while Jeff Cole rejoins the firm as a relationship coordinator for BMO Taft-Hartley Services in Las Vegas, NV. Borschel will join the intermediary distribution team, responsible for distributing BMO Global Asset Management investment strategies and BMO Funds to the bank channel and various broker-dealer platforms . Meanwhile, as part of the original team that established BMO’s Taft-Hartley Services business line in 2002, Cole rejoins as a relationship coordi.
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CIBC Global Asset Management Names Chief Investment Officer
20 May 2013
Canada-based CIBC Global Asset Management has made two senior appointments, including a chief investment officer, to strengthen its portfolio management team. Suzann Pennington has been appointed managing director and CIO, while Stephen Carlin starts as a vice president and senior portfolio manager for Canadian equities . Pennington will oversee all of CGAM’s portfolio management and research efforts, but will remain as head of equities and continue to manage the Canadian all-cap mandate, the firm said.
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Manulife Asset Management Appoints Emerging Markets Debt Team
15 May 2013
Manulife Asset Management has hired an emerging markets debt portfolio management team in the shape of Roberto Sanchez-Dahl and Paolo Valle, who join the firm as managing directors and senior portfolio managers. As members of the firm’s fixed income team, Sanchez-Dahl and Valle will manage an emerging markets debt strategy for institutional clients and certain wealth management businesses of Manulife Financial and John Hancock . Reporting to Christopher Conkey, global chief investment officer, the pair will also support other global debt strategies investing .
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Prudential Investments Brings In SEC Asset Management Chief As CCO
10 May 2013
Bruce Karpati is leaving the Securities and Exchange Commission to join Prudential Investments as chief compliance officer, with effect from May 13, 2013. In addition to leading compliance for Prudential’s registered investment advisory company, Karpati will also serve as CCO of the firm's mutual funds boards . Karpati spent over 12 years at the SEC, most recently as national chief enforcement officer within its asset management unit.
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BMO Global Asset Management Promotes Fixed Income Head
1 May 2013
BMO Global Asset Management, part of BMO Financial Group, has promoted managing director John Boritzke as head of fixed income. Boritzke will continue as co-manager of the BMO Intermediate Tax-Free Strategy, which includes responsibility for separately managed accounts and the BMO Intermediate Tax-Free Fund . Boritzke has 30 years of investment experience and will continue to be based in Milwaukee.
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Features
FEATURE: A Look At The Mexican High Net Worth Client Market
2 April 2013
Mexico is home to the world’s richest man in the form of telecoms magnate Carlos Slim, but its wealth management market has not received the attention of Brazil’s. That may be changing as the emerging economy garners attention from the industry.
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FEATURE: Many Generation Y Donors Are "Taking The Reins" In Philanthropy
4 March 2013
A rising number of young individuals are “taking the reins” on their families’ philanthropic efforts, says Rebecca Eastmond, head of philanthropic services for EMEA at JP Morgan Private Bank.
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Executive Search Firms See Continued Jobs Ferment In North America Market
8 February 2013
This publication recently spoke to a number of wealth management executive search firms about their views about trends in the industry and issues to watch this year.
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INTERVIEW: Private Banking In US Bright Spot For Credit Suisse
2 November 2012
As part of a series interviewing some of the most senior people at the world’s best-known private banks, here Family Wealth Report contributing editor Charles Paikert sits down with Credit Suisse’s Anthony DeChellis.
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EXCLUSIVE INTERVIEW: Clients Must Drop Investment Assumptions To Protect Wealth - Presidio Group
19 October 2012
Wealthy individuals and their advisors must realize that volatility is not the same as risk and accept that market gyrations can be a price worth paying if it means avoiding permanent losses, says Presidio Group.
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News and Features
Latest News
New CEO Takes Over At National Financial Partners
Advisors Missing Opportunities By Focusing Innovation On Current Clients - Fidelity
HighTower Eyes More Expansion With Financing Round, Hires
Peapack-Gladstone Hires From Wilmington Trust For New Jersey Private Banking Office
UBS Intensifies Its Commitment To Brazil With New CEO Hire From HSBC
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
Wealthy Individuals' Financial Plans At Risk Amid False Sense Of Security - Survey
US Trust has identified a “disconnect” between goals and proactive wealth planning on a number of concerns including health, retirement, succession and life values.
Eliane Chavagnon
21 May 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
