Boston
Boston Private, KLS Professional Advisors merge operations
Boston Private has wrapped up the integration of its subsidiary KLS Professional Advisors Group with Boston Private Wealth. The merged…
SunTrust Banks establishes Boston private wealth management office
SunTrust Banks has bolstered its presence in US Northeast by launching a new private wealth management office in Boston. The…
Boston Private names wealth advisory head for Boston
Boston Private, a US-based wealth management firm, has appointed David Murphy as its new head of wealth advisory for Boston.…
Boston Private opens new wealth management office
Boston Private Financial Holdings has opened its new Boston Private Wealth headquarters at One Federal Street in Boston.The company has…
William Blair & Company bolsters private wealth management team in Boston
William Blair & Company has expanded its private wealth management team by appointing Barbara Cummings, Robert Kjellman, and Carl Young…
Columbia Management inks deal with Blackstone Alternative Asset Management
US-based Columbia Management has entered into a strategic initiative with Blackstone Alternative Asset Management to research and develop new investment…
Natixis Global Asset Management launches Gateway Equity Call premium fund
Natixis Global Asset Management has launched the Gateway Equity Call Premium Fund, a new equity mutual fund managed by Gateway…
Putnam Investments appoints head of global institutional business
Putnam Investments has appointed Jeffrey L Gould as head of Putnam Global Institutional Management, responsible for overseeing the firm's institutional…
Eaton Vance Management launches new market opportunities fund
Eaton Vance Management, a subsidiary of Eaton Vance Corp has launched a new Eaton Vance Richard Bernstein Market Opportunities Fund,…
JDJ Family Office Services spins off from Rothstein Kass
The founders of JDJ Resources have left Rothstein Kass Family Office Group to float their JDJ Family Office Services.Operating out…
First Republic bolsters team with new hires
First Republic Bank, a leading private bank and wealth management company, have hired two experienced financial advisors, Richard Grande and…
Reynders, McVeigh Capital Management hires new MD for investment services
Reynders, McVeigh Capital Management, a Boston-based investment management firm, has appointed Ted Melhado as managing director of investment services.Prior to…
US Wealth Management relocates national headquarters to Massachusetts
US Wealth Management (USWM) has relocated its national headquarters to a larger office in Braintree, Massachusetts, a suburb of Boston.USWM…
Global GDP accelerating to 3.5% in 2014: Standish
Global gross domestic product (GDP) could accelerate from 3% in 2013 to 3.5% in 2014 while inflation remains uncomfortably low…
Boston Group launches multi-family office operation in Gulf
Boston Group, an Isle of Man-based multi-family office, trust company and tax advisory business, has launched a multi-family office and…