Deutsche Bank Eyes Oppenheim Carve Up

Deutsche Bank is looking for buyers for parts of Sal. Oppenheim’s investment banking operations as part of a potential carve-up. The firm will conclude the takeover of Sal. Oppenheim in the first quarter of 2010, but wants to shed businesses

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NEWS

GSAM launches ESG SMAs

Goldman Sachs Asset Management’s (GSAM) private wealth clients can gain access to the firm’s newly-launched separately managed accounts based on environmental, social and governance ... read more »

Gulf Coast team deflects to Commonwealth platform

CBD Wealth Management of Metairie, Louisiana, has broken away from advisor platform LPL Financial to join Commonwealth Financial Network. You need to be logged ... read more »

Investment manager accused of ‘cherry picking’ stocks

The Securities and Exchange Commission (SEC) announced ‘cherry picking’ charges against a Wisconsin-based investment advisory firm and its owner. Mark P. Welhouse is accused ... read more »

EVENTS

PAM Breakfast Briefing: Preparing for the Fed’s rate rise – how should UHNWIs optimize portfolio structure?

Please join us for the next Breakfast Briefing, taking place on Wednesday July 1, 2015 at The Lambs Club, 132 West 44th Street, New York. Register … read more »

PAM Awards, February 2 2015, New York

The PAM Awards 2015 will be held at Cipriani 42nd Street, NY on Monday 2 February. The Private Asset Management Awards recognise and reward those who … read more »