Palm Beach

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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.

• Barclays Wealth Adds Another FA; Boutique Firm Now Has 250 Advisors

  By Janet Levaux, AdvisorOne  |  May 12, 2010

  The growing firm, started after Barclays bought a unit from Lehman Brothers, now has more than $240 billion in assets under management.

• Women Holding Wealth: A Changing Model

  By Kathleen McBride, AdvisorOne  |  May 3, 2010

  The reality and perceptions of wealthy women are changing, as far as the attitudes of women (and men) who are--or could be--your clients.

• Out of the Fire

  By Maya Ivanova  |  December 1, 2009

  "If a Category 5 financial storm comes, you better have a plan," warns Steve Chapman, VP and portfolio manager at Weiss Capital Management, a Palm...

• Super-Focused on Risk

  By Ellen Uzelac  |  August 1, 2009

  David Wisehaupt used to joke that if he were cut, little bulls would run out -- that's how loyal he was to Merrill Lynch, his...

• ANTICIPATING BETTER DAYS

  By Michael S. Fischer  |  December 1, 2008

  "1992 is not a year on which I shall look back with undiluted pleasure. In the words of one of my more sympathetic correspondents, it...