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• September 1, 2010 - UBS To Boost Alternatives Platform With Senior Hire
  

  UBS Wealth Management Americas plans to grow its alternatives investments platform and has appointed Jerry Pascucci, a former Morgan Stanley Smith Barney executive, to lead the charge as head of alternative investments. “In our current economic environment, the demand for investment strategies that reduce risk and diversify portfolios - particularly among high net worth clients - has never been greater. To help these clients meet their investment goals, it is critical that we develop a robust alternative investments platform .

• September 1, 2010 - Legacy Trust Rebrands As MFO
  

  Legacy Trust Company has rebranded as Legacy Trust Family Wealth Offices. The move by the Ponte Vedra Beach, Florida-based boutique is to better align with its business focus and stake its claim on the multi-family office services corner of the wealth management industry. “While our roots as a trust company have allowed us to function as a multi-family office, and we generally talk in terms of generational wealth, the new name better reflects our activities and our business focus,” Kristin McLauchlan, chief executive, said in a statement.

• September 1, 2010 - Wells Fargo Signs On National Manager
  

  Wells Fargo Private Bank has hired Paul Midkiff as senior vice president and national manager for oil, gas and mineral management. Based in Fort Worth, Texas, he will be responsible for providing strategic direction, functional oversight and leadership to the private bank’s oil, gas and mineral division.   Prior to joining Wells Fargo, Midkiff was an independent land consultant.

• September 1, 2010 - Fiduciary Committee Submits Articles To SEC
  

  The Committee for the Fiduciary Standard has submitted 23 articles to the Securities and Exchange Commission, with abstracts and references to an additional 84 articles, in response to the regulator’s request for comment on its study of investment advisor and broker-dealer regulation regarding the fiduciary standard. “The SEC study on the application of the fiduciary standard of conduct to all who provide investment advice will likely inform public policy for a generation. At issue, among others, is whether all investors have equal access to .

• September 1, 2010 - California United Bank Promotes RMs To Senior Roles
  

  California United Bank has promoted two of its relationship managers to senior roles at its private banking and lending units. Shelley Gibson has been named senior vice president for private banking, while Kevin McE. .

• August 31, 2010 - Brookfield Asset Management Names Client Relations Manager
  

  Brookfield Asset Management has appointed Chris Harris as client relations manager for the private funds group. Harris previously served as director of the private placement team at Macquarie Capital. At Brookfield, he will be responsible for the firm's investor relationships in the Western US.

• August 31, 2010 - JP Morgan AM Appoints Former BlackRock Exec To Newly-Created Role
  

  JP Morgan Asset Management has named Michael O'Brien to the newly created role of global head of institutional client group. O'Brien officially steps into his London-based role on 27 September. Reporting directly to chief executive Mary Callahan Erdoes, he will be in charge of the firm's client coverage model as it takes a more global approach to asset allocation and investments.

• August 31, 2010 - Wilmington Names President For NY Office
  

  Wilmington Trust has named Lawrence Gore president of the New York office of Wilmington Trust FSB. Gore reports to Roger Hobby, president of the Northeast region for Wilmington’s Wealth Advisory Services business. He replaces Murray Stoltz, who left the company earlier this month, a Wilmington spokesman told Family Wealth Report.

• August 31, 2010 - Give Yourself A Fighting Chance In Wealth Management Jobs Market
  

  This is the second part in a private banking career guide that aims to help you position yourself better in the market, and essentially help you in achieving that next career step in the right direction. The first part, which originally appeared in sister publication Wealth Briefing, follows below. In the first part we looked at the importance of a well-structured resume and its key components.

• August 31, 2010 - BBVA Promotes, Adds In Alabama
  

  BBVA Compass has appointed Mark Smith wealth management market executive for Birmingham and Montgomery, Alabama. Smith will oversee private banking services and manage a team that caters to high-net-worth individuals, families and corporations. Smith joined BBVA Compass in 2006 as a private banker and has 19 year’s experience in the financial services industry.




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