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High Net Worth
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Northern Trust Taps Company Veteran to Lead Expansion in Middle East
May 17, 2012Northern Trust named Sheldon Woldt to lead its family office and institutional business in the Middle East.
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Bank of the West Names Chief Fiduciary Officer
May 16, 2012Bank of the West Wealth Management has hired Scott Cripps to oversee the group’s fiduciary responsibilities to affluent and high-net-worth clients.
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Barclays Beefs Up Wealth Management Unit in NYC
May 16, 2012Barclays has added a quartet of investment reps from Deutsche Bank and Morgan Stanley Smith Barney to bolster its wealth and investment management group in New York.
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Advisors Eye Alternatives, Question Buy-and-Hold Approach
May 16, 2012According to the 2012 Natixis Global Asset Management U.S. Advisor survey, the global financial crisis and uncertain market recovery has accelerated interest in alternative investing.
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Ultra-Wealthy Increase Alternative Allocation
May 15, 2012Forty-eight percent of respondents reported plans to increase their allocation to commodities in 2012, and 45% of respondents to real estate.
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Most HNW Pre-Retirees 'Terrified' of Health Care Costs in Retirement
May 7, 2012But despite their understandable fear that rising health care costs will erode their retirement savings, more than a third of high-net-worth folks haven’t bothered discussed their well-founded concerns with a financial advisor.
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Wealthy Investors Partial to LinkedIn Among Social Media Sites
May 3, 2012More than five million high-net-worth investors are using social media sites to inform their financial decisions and nearly three in four use LinkedIn for investment research.
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Perella Weinberg Names McGrath Partner
May 1, 2012Perella Weinberg Partners has added former Morgan Stanley executive Michael McGrath as a partner in its asset management group.
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Wilmington Trust Expands in Washington, D.C.
May 7, 2012In a push to expand its presence in Washington, D.C, and Richmond, Va., Wilmington Trust has tapped industry veteran William T. LaFond to head up its wealth advisory business in those markets.
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Bank of the West Ramps Up Services for Wealthy Clients
May 7, 2012In another move to ramp up its services to affluent and high-net-worth clients, Bank of the West has formed a team dedicated to helping its wealthiest customers with their personal real estate lending needs.
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Community Banks Take a Serious Look at the Affluent
April 27, 2012As revenue growth diminishes, more community banks are looking to expand their wealth management and trust operations. A number of them, including Iberiabank and Wintrust, are turning to acquisitions for growth.
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Wealthy Investors Confident in Advisors, Not in the Markets
April 26, 2012According to a Schwab study, 45% of independent advisors are bullish about the market in the six months. However, a second, first-time survey of 504 high-net-worth investors found that only 29% are bullish about the market.
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U.S. Bank To Open New Office For Ultra Wealthy Customers
April 24, 2012U.S. Bank appointed Brian Vowinkel regional managing director in Seattle for Ascent Private Capital Management — its ultra-high-net-worth unit.
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Bank of the West Ramps Up Services for Wealthy Clients
April 19, 2012Bank of the West has formed a team to help its wealthiest customers with real estate lending needs.
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Wilmington Trust Expands in D.C.
April 18, 2012Wilmington Trust has tapped industry veteran William T. LaFond to head up its wealth advisory business in the Washington, D.C., and Richmond markets.
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