Seattle
HSBC Global Private Banking expands to Seattle
HSBC Global Private Banking, Americas has unveiled plans to increase its footprint in the West Coast by expanding operations into…
Columbia Pacific Wealth Management buys Kibble & Prentice Private Investment Advisory Group
Columbia Pacific Wealth Management (CPWM) has acquired Kibble & Prentice Private Investment Advisory Group. Both the firms are based in…
Multifamily office Bessemer Trust opens office in Seattle
Bessemer Trust, a privately owned and independent multifamily office, has opened a new office in Seattle, which will serve as…
Citis North America Asian Clients Group expands into Seattle
Citi Private Bank's North America Asian Clients Group has expanded into Seattle, following its ventures into New York, San Francisco…
U.S. Bank appoints new regional managing director for UHNW business
U.S. Bank Wealth Management has appointed Jan Hendrickson as the new regional managing director for its private wealth management unit,…
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Russell Emerging Markets Index reflects improvement in emerging markets equity performance
Although emerging markets have underperformed developed global equity markets thus far in 2013, the gap is narrowing, according to Russell…
Vitus Group implements Integratec to support asset management and reporting
Integratec, an Atlanta based provider of asset management software and BPO services for the multifamily real estate industry, has reported…
Piper Jaffray Companies completes acquisition of Seattle-Northwest Securities Corporation
Piper Jaffray Companies, an investment bank and asset management firm, has completed its purchase of Seattle-Northwest Securities Corporation. The transaction…
Umpqua Private Bank expands into Puget Sound Region, hires Elise Fortin to lead New Market Team
Umpqua Bank, a subsidiary of Umpqua Holdings Corporation is expanding its Private Bank division into the Puget Sound region. The…
US Bank appoints insurance executive to lead HNW business in Seattle
Mary Justice had joined the Private Client Reserve as the unit's greater Seattle market leader from Marsh Inc. In her…
Focus Financial Partners acquires Merriman
Merriman is a fee-only wealth management firms in the Pacific Northwest having over US$1.5 billion in client assets.The deal, which…
US Bank makes senior appointments in Seattle Wealth Office
The two industry veterans have been hired to key positions within Ascent Private Capital Management, the bank's wealth advisory business…
Washington Wealth Management opens office in Seattle
The two financial advisory groups, California Wealth Transitions and Overlake Partners, brings the total recruited assets under management (AUM) on…
US Bank expands wealth management unit in Seattle
Lisa Simonson and Kato Wade have joined Ascent Private Capital Management as director of financial administration and director of client…
US Bank appoints two managing directors to its UHNW unit
While Mary Welk has been appointed as the managing director of client advisory for the unit, Ascent Private Capital Management,…