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• November 10, 2010 - Private Banking Latin America 2010
  

  Rich insights for Latin America’s private wealth market An agenda focused on the investment and operational challenges faced by private banks, family offices and wealth managers Do business with the region’s leaders Our speaker faculty and audience consists of the industry’s best from across the region Build relationships critical to success in Latin America Success in the region depends on face-to-face relationships – profit from a conference experience designed to make the most of your networking time 35 key private banking & family office executives & strategists from Morgan Stanley Smith Barney, Bank of America Merrill Lynch, SunTrust Banks Inc, Scotiabank, Itaú International, Genspring Family Offices & more will discuss these topics: - Wealth creation in Latin America in th. . .

• October 13, 2010 - New Game? New Rules?
  

  Thriving, even surviving, during the historic downturn can make you ready for the all-stars. There's a new game in town and with it, changing rules for business engagement and leveraging professional knowledge. Come to Chicago this October 13 - 16 for the Family Firm Institute's Annual International Conference.

• October 4, 2010 - Hedge Funds World LatAm 2010
  

  Over 150 hedge funds and investors gathererd in Miami in October 2009 to do business at every level. . .

• September 8, 2010 - First Republic Bank Bolsters Private Banking Unit With New Hire
  

  First Republic Bank has named Theresa Yoon as senior relationship manager. Prior to her appointment, Yoon served as managing director for the private bank division at Modern Bank. Earlier, she served key positions at UBS, National Westminster Bank, First Eastern Securities Corporation, and Hana Bank.

• September 8, 2010 - Gibraltar Private Strengthens Its South Miami Team
  

  Gibraltar Private Bank & Trust, a Florida-based wealth management and private banking firm, has appointed Irene Tapanes as a private banking associate in its South Miami office, EUBankers reports. Tapanes joined the firm from Daszkal Bolton, where she was a senior tax accountant, the report said. Earlier in her career, Tapanes served at Deloitte Tax as an international tax consultant.

• September 8, 2010 - Ex-UK Trade Minister Is Named Chairman At PineBridge
  

  Former UK trade minister Lord Mervyn Davies has joined PineBridge Investments, the asset management firm previously owned by American International Group, as non-executive chairman. Davies steps in from US private equity firm Corsair Capital, where he still serves as vice chairman and partner. He had also functioned as .

• September 8, 2010 - Cayman Islands Enter New TIEA
  

  The Cayman Islands has signed its twentieth tax information exchange agreement, this time with Mexico. The accord reinforces Cayman’s commitment to strengthening global tax co-operation, and is also intended to boost the island’s reputation with Mexican investors, said Cayman Finance. Cayman has TIEAs in place with Australia, Canada, Germany, France, the UK and the US, among others, and has been vocal in rejecting the tag of “tax haven” placed on it by some – including the US group "Business and Investors against Tax Haven Abuse” (see here).

• September 8, 2010 - New North America CEO Named At Aviva Investors
  

  Aviva Investors has appointed Pat O'Brien as chief executive officer of its North American business. O'Brien served as head of international for Wachovia Global Asset Management between 2008 and 2009. Prior to that, he was president for institutional asset management at Evergreen Investment Management.

• September 8, 2010 - Advisors Not Embracing Structured Investment Products
  

  Only 27 per cent of advisors report using structured notes in their businesses, according to Cogent Research’s 2010 Advisor Brandscape study. Advisors at wirehouses, where these products originated, report the highest use (39 per cent) much higher than regional, independent and registered investment advisors. Banks followed wirehouses where 37 per cent of advisors said they offer them to clients.

• September 8, 2010 - Scotiabank Carves Out Global Wealth Division
  

  Toronto-based Scotiabank has carved out a Global Wealth Management division. Chris Hodgson, who headed the Canadian consumer banking business, has been chosen to head it. GWM creates a fourth division at the bank.




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