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• August 26, 2010 - Asset Managers Eye International/Global Fixed Income For Growth - Cerulli
  

  Asset managers are focusing their product development on international/global fixed income funds, according to a survey by Boston-basedCerulli. The majority (88 per cent) view global diversification as a driver for product innovation. "The financial crisis shone a spotlight on the risk and overall volatility in investors’ portfolios, highlighting the need for more diversification," according to Cerulli.

• August 26, 2010 - Former NBA Player To Head West Coast At Neuberger
  

  Former National Basketball Association player John Lambert has been appointed to head upNeuberger Berman’s West Coast high net worth business, according to Dow Jones. Based in San Francisco Lambert reports to Kenneth Rende head of the Wealth Management division. He replaces Scott Marantz who has left the firm.

• August 25, 2010 - Merrill Lynch Hires In Indianapolis
  

  Bank of America's Merrill Lynch wealth management unit has hired an advisor from UBS Wealth Management Americas. Scott Horrall has joined Merrill's office in Indianapolis on Friday, a company spokesperson told Reuters. During the past year, he managed $122 million in client assets and $1.

• August 25, 2010 - Harris Launching Donor Fund Program
  

  Harris is launching a donor-advised fund program, the Harris Charitable Fund Program, under the sponsorship and management of National Philanthropic Trust. Meanwhile, the Harris myCFO Foundation, has also granted its assets to NPT to administer. Assets acceptable as contributions from donors under the Harris Charitable Fund Program include cash, appreciated stock, bonds, mutual funds, restricted and closely-held or non-publicly traded securities, real estate, limited partnerships, deferred gifts and other illiquid assets.

• August 25, 2010 - Glovista Hires Managing Director To Head New San Francisco Office
  

  Glovista Investments has hired Enrique Figueroa as managing director to oversee global wealth management on the West Coast in the US and Mexico. Managing a new San Francisco Bay area office, he will also support chief investment officer Carlos Asilis with equity research for the firm's institutional emerging market equities asset management division. Figueroa joins Glovista from Merrill Lynch, where he was an international wealth advisor in the private banking and investment group.

• August 25, 2010 - Baird Launches Two New Branches In US, Multiple Hires Announced
  

  International wealth manager Robert W Baird & Co. is stepping up expansion efforts with the opening of two new branches in the US. Nine wealth management professionals were named into the company's new branch at Fort Worth, Texas, all of whom are former employees of Morgan Stanley Smith Barney.

• August 25, 2010 - Morgan Stanley Smith Barney Poaches Advisory Duo From Wells Fargo
  

  Two former employees of Wells Fargo Advisors have crossed over to join Morgan Stanley Smith Barney's financial advisory team, filings from the Financial Industry Regulatory Authority show. Ben Dembin and . .

• August 25, 2010 - BofA CEO Takes Stock In The Bank
  

  Bryan Moynihan, the chief executive officer of Bank of America, has purchased $390,000 worth of stock in the company. In a filing with the US Securities and Exchange Commission, it was shown that Moynihan bought 30,000 shares of common stock in 23 August, 7,200 of which were worth $13. 0295 each, 10,000 at $13.

• August 25, 2010 - BNY Grows In San Francisco
  

  BNY Mellon Wealth Management has hired Robert Pitti as senior director of portfolio management and Leigh Wasson as senior director for its San Francisco office. The hires are the first step in a plan to add eight more professionals to the office by the end of the year. “We are experiencing a surge in new business with an increase in assets under management of almost 20 per cent year .

• August 24, 2010 - Full Marks For STEP In Warning Over Exchange Of Data Risks - Tom Burroughes , .
  

  Nowadays, the privacy of clients of banks is treated not so much with respect by policymakers as hostility, judging by the pressures on offshore centres and the purchase of stolen bank data by certain governments, such as that of Germany. Fears about privacy are not just special pleading - they are based on genuine concerns. The privacy issue has also been thrown into relief by a sharply-worded recent report from the Society of Trust and Estate Practitioners, warning that there have been so many recently signed Tax Informatio.




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