Palm Beach

• UBS Grabs 4 Merrill Advisors in California, Florida

  By Janet Levaux, AdvisorOne  |  August 4, 2011

  The FAs have total yearly production of $2.1 million and assets of $800 million

• Paralysis Analysis

  By Olivia Mellan  |  July 1, 2011

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  Geography of Risk: Helping HNW Families Trim Costs, Boost Protection

  By John Paolini, ACE Private Risk Services  |  June 17, 2011

  How family office managers can use blanket coverage to insure multiple, geographically dispersed homes.

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  Advisor CRM Junxure to Be Available in Web Version in 2012

  By James J. Green, AdvisorOne  |  March 1, 2011

  Junxure president Greg Friedman said the move to the cloud fits into the firm's core strategy of providing “choice and control” to its users.

• Barclays Wealth Adds 7 Advisors, 1 Branch Manager

  By Janet Levaux, AdvisorOne  |  December 7, 2010

  Advisors and branch manager join from UBS, Bernstein, Wilmington Trust, JP Morgan and Hotchkiss

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  Chilton Investment Co. Forms Private Wealth Management Business

  By Michael S. Fischer  |  November 2, 2010

  Chilton Investment Co.has formed Chilton Trust Management LLC in Palm Beach, Fla., to advise and provide wealth management services to ultra high-net-worth individuals, the firm announced Monday.

• Barclays Boosting Advisor, Exec Force

  By Janet Levaux, AdvisorOne  |  November 1, 2010

  Barclays Wealth said recently that it hired three executives from rival firms, including Donald Gershuny, formerly a BofA general counsel, who joined Barclays Wealth as general counsel for the Americas.

• Tiger 21’s Wealth Management Discipline Now Informs Members’ Philanthropy

  By Michael S. Fischer  |  October 6, 2010

  Tiger 21 started as a forum for high-net-worth investors to network with peers around asset preservation and wealth management issues and have now broadened their focus to include discussions of family matters and inheritance issues.

• Barclays Wealth Boosts Advisor, Exec Force by 15

  By Janet Levaux, AdvisorOne  |  September 30, 2010

  Barclays Wealth said Wednesday it hired a regional manager for its Los Angeles operations, as well as 14 new advisors for branches in the Northeast...

• Barclays Wealth Adds an Advisor in Florida Office

  By Janet Levaux, AdvisorOne  |  May 12, 2010

  Barclays Wealth has tapped a former JP Morgan advisor, Gary Krieger, to serve as a director and investment representative in its Palm Beach, Fla., office.