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• September 8, 2010 - Wells Fargo Plans Big Private Bank Expansion In Chicago Area
  

  Wells Fargo currently has only eight retail branches in the Chicago area, but the US bank intends to significantly grow its commercial and private banking operations in the area, the Chicago Tribune reported. Wells Fargo, with about 50 commercial bankers in the Chicago area, plans to expand the number of staff by about 50 per cent over the next year, the publication said. Its private bank team in Chicago has grown over the last three years from five to 35 workers.

• September 8, 2010 - Neuberger Berman Appoints Head Of Wealth Management For West Coast Region
  

  Neuberger Berman has appointed senior vice president John Lambert as West Coast regional director for its wealth management business, the San Francisco Chronicle reports. Lambert’s new role requires him to be based in San Francisco, the report said. Prior to joining the firm two years ago Lambert worked at KCM Investment Advisors, where he focused on high net worth and institutional business.

• September 8, 2010 - Berkshire Bank Announces New VP, Trust Officer
  

  Berkshire Bank has named Remus Preda as vice president, trust officer. The Massachusetts bank brought in Preda as a trust officer at its Vermont branch in 2007. Prior to that, he served as vice president and national liaison manager at Morgan Stanley Trust.

• September 7, 2010 - Associated Bank Expands Wealth Management Offering
  

  Associated Bank has made three senior hires to its wealth management group in Wisconsin, strengthening its private client offering, according to media reports. David Heller will lead a team of private bankers serving clients throughout southeastern and south central Wisconsin, as senior vice president, private banking group manager. Heller was latterly vice president and wealth management advisor with the private client reserve group at US Bank in Milwaukee, Wisconsin.

• September 7, 2010 - Lakeview Investment Appoints Portfolio Manager
  

  Lakeview Investment Management has named Tony Lissuzzo as portfolio manager of Lakeview Opportunity Funds. Lissuzzo has almost two decades of experience with multi-manager investments and most recently served as head of new investments at Man Group. Prior to that, he held key positions at DE Shaw, Bank One, Sirius Partners, and Glenwood Capital.

• September 7, 2010 - Change At The Top Of Barclays As Diamond Takes Over From Varley
  

  Bob Diamond, a US national and one of the world’s highest-profile bank executives, is poised to take over at the helm of London-listed Barclays, succeeding John Varley who is stepping down as group chief executive next March. The fact that Diamond, who. .

• September 7, 2010 - Florida-Based Wealth Advisor Firm Appoints Director Of Operations
  

  Rubin Wealth Advisors, based in Boca Raton, Florida, has appointed Thomas Williams as director of operations, according to the Boca Raton Tribune. Family Wealth Report could not reach the firm for further details at the time of going to press. Rubin Wealth Advisors has strategic alliances with major US businesses, the Insurance Office of America, Pension Investors Corporation, and the ValMark Companies included.

• September 7, 2010 - Canada's TD Bank Financial Group Enjoys Quarterly Profit Rise
  

  Canada’s TD Bank Financial Group, which provides services including wealth management, said its earnings per share stood at $1. 29 in the three months to 31 July, a rise of almost 28 per cent from the same period a year ago. On the wealth side of the business, net income excluding the firm’s reported investment in TD Ameritrade, was $117 million in the quarter, up 23 per cent from the same period last year, largely driven by fee revenue from higher client assets and an improved net interest margin.

• September 7, 2010 - Bessemer Trust Appoints New Head Washington DC Office
  

  The privately-owned wealth management and investment advisory firm Bessemer Trust has appointed Christopher Poch as managing director and head of the firm’s Washington, DC office. Prior to joining Bessemer, Poch was founder and chief executive officer of Purpose Advisors and CEO of The Private Trust Company of Boston-based LPL Financial. He was also a managing director at Citigroup Global.

• September 7, 2010 - Four MSSB Advisors Move To JP Morgan
  

  JP Morgan Securities has confirmed the appointment of four new financial advisors to its White Plains, New York office. Michael Lent, William Lent, . .




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