Houston
Steward Partners sets up first office in Texas
Steward Partners Global Advisory, an independent partnership associated with Raymond James Financial Services, has opened a new office in Houston,…
US SEC charges Robare Group and its co-owners for failing to disclose conflict of interest to clients
The US Securities and Exchange Commission (SEC) has announced fraud charges against a Houston-based investment advisory firm accused of recommending…
Kanaly Trust names new president
American investment manager Kanaly Trust has named its chairman Drew Kanaly as new president, reported Houston Business Journal.In his new…
Abbot Downing opens new Houston office
Abbot Downing has opened a new office at the Wells Fargo Plaza in Houston, as the firm expands its staff…
StreetTalk Advisors changes name to STA Wealth Management
StreetTalk Advisors - a money management company in Houston, Texas - has changed its name to STA Wealth Management and…
U.S. Capital Advisors to acquire Condera Advisors
U.S. Capital Advisors (USCA) has entered into an agreement to acquire Condera Advisors, a Houston-based boutique advisory firm with a…
SEC Charges former CEO of Houston-based investor relations firm with insider trading
The Securities and Exchange Commission has charged the former CEO of a Houston-based investor relations firm with insider trading in…
Atlantic Trust further expands Houston team
Jennifer Kane joins Atlantic Trust, bringing additional investment expertise to clients in Texas and the Southwest region.Atlantic Trust, the private…
AMP Capital sells Houston multi-family property
Cheval Apartments is a 'multifamily' asset - a high quality 387 unit residential complex which is centrally located near major…
Baird Adds Branch Manager, Seven Veteran Advisors in Houston, Opens Second Wealth Management Office
John S. Hantak has joined the employee-owned international wealth management firm as Senior Vice President, Branch Manager, and will oversee…
Investcorp acquires five office properties valued at $200 million
The combined properties exceed one million square feet and are valued at approximately $200 million.This acquisition adheres to Investcorp's approach…
SEC charges hedge fund manager and brokerage CEO with fraud
The US federal agency, Securities and Exchange Commission (SEC), has charged a Houston-based hedge fund manager and his firm with…
Barclays Wealth Appoints New Wealth Management Head For Americas
Mr Houston will be responsible regionally for building the firm's high net worth client business as well as managing and…