المؤلفون: Nardone, Marianne

المصدر: Bondweek; 03/22/99, Vol. 19 Issue 12, p1, 3p

مستخلص: Reports on the delay in the major proposal to change the capital requirements for Federal National Mortgage Association and the Federal Home Loan Mortgage Corp. mortgage investments. Movement to a risk-based capital calculation; Changes in the agencies' portfolios.

المؤلفون: Nardone, Marianne

المصدر: Private Asset Management. 4/6/2009, p2-2. 1p.

مصطلحات موضوعية: *CHIEF executive officers, *CHIEF marketing officers

People: KING, Roy, COLLINS, Michael, STERN, Darcy

مستخلص: The article announces several employee dismissals at Rockefeller & Co. including Roy King, chief executive officer, Michael Collins, chief marketing officer, and Darcy Stern, director of equity research.

المؤلفون: Nardone, Marianne

المصدر: Private Asset Management. 3/9/2009, p2-2. 1p.

مصطلحات موضوعية: *WEALTH management services, *INVESTMENT advisors, *ECONOMIC demand, RICH people

مصطلحات جغرافية: UNITED States

الشركة/الكيان: SHELTERWOOD Financial Services LLC , ROCKEFELLER & Co. Inc. , FIDUCIARY Trust Co. International

مستخلص: The article that more investment advisory and trust services are being provided by some boutique multi-family and wealth management firms in the U.S. due to higher demand from super-rich clients. Some of these firms offering broader services are Shelterwood Financial Services, Rockefeller & Co. and Fiduciary Trust International. Luke Fowler at Fiduciary Trust see the trend as a way to attract new business.

المؤلفون: Nardone, Marianne

المصدر: Private Asset Management. 2/23/2009, p2-2. 1p.

مصطلحات موضوعية: *RESIGNATION of executives

الشركة/الكيان: BARCLAYS Global Investors NA 149924094

People: LONGLEY, John

مستخلص: The article announces the resignation of Citi Private Bank chief executive officer (CEO) John Longley to join Barclays Global Investors.

المؤلفون: Nardone, Marianne

المصدر: Private Asset Management. 2/23/2009, p1-1. 1p.

مصطلحات موضوعية: *INVESTMENT advisors, *BANKRUPTCY, *DISCLAIMERS

مصطلحات جغرافية: UNITED States

الشركة/الكيان: BERNARD L. Madoff Investment Securities LLC , CONVERGENT Wealth Advisors LLC , CTC Consulting LLC

مستخلص: The article reports that investment managers in the U.S. are moving to remove their names from bankruptcy court documents related to Bernard L. Madoff Investment Securities. Some have claimed that they are not exposed to funds of the company while others have put disclaimers on web sites, such as Convergent Wealth Advisors. CTC Consulting sent e-mails to clients asserting that it has been listed incorrectly as a client of a hedge fund of Madoff.

المؤلفون: Nardone, Marianne

المصدر: Private Asset Management. 2/9/2009, p2-2. 1p.

مصطلحات موضوعية: *LAW firms, *WEALTH management services, *FINANCIAL planning, *FINANCIAL management, RICH people

مصطلحات جغرافية: MASSACHUSETTS

الشركة/الكيان: WILMER Cutler Pickering Hale & Dorr LLP , BINGHAM Legg Advisors LLC 031235000

مستخلص: The article reports that law firm in Massachusetts have been setting up their own family office or wealth advisory division. These law firms are trying to take advantage of wealthy, multi-generational families, many of whom have been self-managing their assets for generations. Some of these firms are WilmerHale, Bingham Legg and Choate Hall & Stewart and Mintz Levin.

المؤلفون: Nardone, Marianne

المصدر: Private Asset Management. 1/26/2009, p2-2. 1p.

مصطلحات موضوعية: *BIDS

الشركة/الكيان: LEHMAN Trust (Company) , NEUBERGER Investment Management (Company)

مستخلص: The article reports that a bid for Lehman Trust has been set by Neuberger Investment Management.

المؤلفون: Nardone, Marianne, Oliveri, Kristen

المصدر: Private Asset Management. 1/26/2009, p1-1. 1p.

مصطلحات موضوعية: *BUSINESS failures

الشركة/الكيان: J & J Blue Enterprises (Company) , BERNARD L. Madoff Investment Securities LLC

مستخلص: The article reports that J&J Blue Enterprises will shut down because of lost investment associated with Bernard L. Madoff Investment Securities.

المؤلفون: Nardone, Marianne

المصدر: Private Asset Management. 1/12/2009, p1-1. 1p.

مصطلحات موضوعية: *APPOINTEES, *EXECUTIVES

People: ORAZEM, Ed

مستخلص: The article announces the appointment of Ed Orazem, former director and head of Citi Family Office, as head of Fidelity Family Office Services.

المؤلفون: Nardone, Marianne

المصدر: Private Asset Management. 12/15/2008, p4-4. 1p.

People: BLACK, Stuart, CORTIS, Sean

مستخلص: The article announces the appointments of Stuart Black and Sean Cortis as chief executive officer (CEO) and chief operating officer (COO) of a multi-family office launched by Lowenhaupt Global Advisors in Sydney, New South Wales in December 2008.