Wealth Management Companies

 
Stock Quotes for Wealth Management Companies top ^
  • Industry: Savings & Cooperative Banks
  • Sector: Financial Services
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News Articles for Wealth Management Companies top ^
2014/7/16
Deal Expected to Add $4.3 Billion in Client Assets, More than $25 million of annual fee-based revenue, and Nine Locations to the Bank's Expanding National Wealth Management Operation BOSTON, July 16, 2014 /PRNewswire/ -- Boston Private Bank & Trust Company, a premier wealth management, trust and private banking company owned by Boston Private Financial Holdings, Inc., today announced the signing of an agreement to acquire all of the assets of Banyan Partners, LLC, a leading independent registered investment advisory firm.
Sign-up for Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) and Boston Private Bank Announce Agreement to Acquire Wealth Management Firm, Banyan Partners investment picks
2014/7/9
Deutsche Asset & Wealth Management (DeAWM) has hired Deepak Khanna as Head of U.S. Large Cap Value Equities, effective July 16, 2014.
Sign-up for Deutsche Asset & Wealth Management Hires Deepak Khanna as Head of U.S. Large Cap Value Equities investment picks
2014/7/2
NEW YORK , July 2, 2014 /PRNewswire/ -- DeAWM in exclusive talks to outsource fund administration services to BNY Mellon, offering direct real estate investors access to enhanced services and solutions BNY Mellon would become one of the largest real estate fund administrators in the market Partnership underscores rising demand for outsourced services for real estate assets BNY Mellon, a global leader in investment management and investment services, today announced that it has entered into exclusive negotiations with Deutsche Asset & Wealth Management (DeAWM) to provide fund administration outsourcing services, representing roughly $47.6 billion in assets under administration.*  Under the proposed agreement, DeAWM would outsource its real estate fund finance, fund accounting, asset management accounting, and client and financial reporting functions to BNY Mellon.
Sign-up for BNY Mellon and Deutsche Asset & Wealth Management in exclusive negotiations for real estate fund administration outsourcing investment picks
SOUDERTON, Pa., July 18, 2014 (GLOBE NEWSWIRE) -- Univest Bank and Trust Co., a subsidiary of Univest Corporation of Pennsylvania (Nasdaq:UVSP) , today announced the appointment of Kevin B.
Sign-up for Univest Bank and Trust Co. Appoints Kevin B. Norris President of Wealth Management Division investment picks
2014/7/31
Deutsche Asset & Wealth Management’s (DeAWM) real estate investment business today announced that it has acquired Parker Place in Berkeley, CA, on behalf of one of its institutional clients.
Sign-up for Deutsche Asset & Wealth Management Acquires Parker Place in California investment picks
2014/8/27
Deutsche Asset & Wealth Management’s (DeAWM) real estate investment business today announced that it has acquired 222 Broadway in New York City for one of its investment funds, in conjunction with L&L Holding Company, a Manhattan-based owner/operator of Class A properties.
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Deutsche Asset & Wealth Management (DeAWM) today announced that Chuck Fiedler has joined as Head of Strategy & Business Development, a new role for its Liquid Real Assets (LRA) platform and part of its Alternatives and Real Assets (ARA) business.
Sign-up for Deutsche Asset & Wealth Management Hires Chuck Fiedler as Head of Strategy & Business Development for Its Liquid Real Assets Platform investment picks
2014/9/11
Deutsche Asset & Wealth Management’s (DeAWM) real estate investment business today announced that it has acquired Palmetto Promenade in Boca Raton, Florida, for one of its investment funds.
Sign-up for Deutsche Asset & Wealth Management Acquires Palmetto Promenade Property in Boca Raton, Florida investment picks
Deutsche Asset & Wealth Management (Deutsche AWM) today announced its non-traded, daily-valued real estate investment trust, RREEF Property Trust, Inc. (RPT) has been granted NASDAQ ticker symbols “ZRPTAX” and “ZRPTBX” for its Class A and Class B shares, respectively.
Sign-up for Deutsche Asset & Wealth Management’s RREEF Property Trust Obtains NASDAQ Ticker Symbols investment picks
Morgan Stanley Wealth Management today announced the creation of two sustainable investing portfolios for its Select Unified Managed Account (UMA) Platform.
Sign-up for Morgan Stanley Wealth Management Launches Two Sustainable Investing Portfolios on UMA Platform investment picks
2014/9/22
Arizona Bank & Trust has announced that Nancy Tengler, noted speaker and author on various investment topics for women, has been named to the position of senior vice president and market manager of the bank’s Wealth Advisory Services in Phoenix.
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2014/7/18
Morgan Stanley Wealth Management announced today that it has received a patent from the United States Patent and Trademark Office for a manager research screening and scoring tool developed by the Firm’s Consulting Group Investment Advisor Research team (CG IAR). Known as the Adverse Active Alpha SM Manager Ranking Model, CG IAR believes this tool can help it better analyze equity managers and increase the odds of selecting those with the potential to excel in the future.
Sign-up for Morgan Stanley Wealth Management Awarded Patent for Innovative Manager Research/Scoring Tool investment picks
http://media.marketwire.com/attachments/201405/75182_ADVENT.jpg http://at.marketwire.com/accesstracking/AccessTrackingLogServlet?PrId=1142630&ProfileId=051205&sourceType=1 SAN FRANCISCO, CA --
Sign-up for Advent Announces Next Generation of the Black Diamond Wealth Management Platform: Designed to Elevate the Investor Experience and Enhance Firm Level Productivity investment picks
http://media.marketwire.com/attachments/201205/47470_SEIlogo.jpg http://at.marketwire.com/accesstracking/AccessTrackingLogServlet?PrId=1127549&ProfileId=051205&sourceType=1 OAKS, PA --
Sign-up for SEI Study: Wealth Managers Who Ask for Referrals Double Their Chance of Being Recommended by Clients investment picks
2014/9/15
Company CEO to present on September 17, 2014 JERUSALEM , September 15, 2014 /PRNewswire/ -- Oramed Pharmaceuticals Inc. (NASDAQCM: ORMP) ( http://www.oramed.com ), a clinical-stage pharmaceutical company focused on the development of oral drug delivery systems, announced today the Company's CEO, Nadav Kidron will present at DC Finance's Family Office & Wealth Management Annual Conference.
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2014/8/20
Today the World Bank (International Bank for Reconstruction and Development, rated Aaa/AAA) priced a $12.057 million World Bank Step-Up Callable Green Bond sold to Merrill Lynch Wealth Management clients.
Sign-up for The World Bank Issues a 10-Year Step-Up Callable Green Bond for Merrill Lynch Wealth Management Clients investment picks
2014/8/20
NEW YORK , Aug.
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2014/8/13
Eric Grodan, a veteran in wealth transfer and foundation planning, who most recently served as senior vice president of Trust and Estate at Merrill Lynch, has joined the Los Angeles office of Abbot Downing as relationship manager.
Sign-up for Wealth Manager Eric Grodan Joins Abbot Downing in Los Angeles investment picks

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Wealth Management Companies
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