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• 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 - 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.




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