Documents tagged "Wealth Management"
Found 4 documents with this tag
HOUSE_OVERSIGHT_026825.txt
The document provides biographies of two individuals associated with Deutsche Bank - Francis J. Kelly and Larry V. Adam. Francis Kelly is Global Coordinator for Public Affairs as well as Head of Government & Public Affairs for North and Latin Americas, responsible for managing relationships with elected officials and political bodies globally. He also heads the Bank's U.S. Direct Investment Advisory Group providing strategic counsel to non-U.S. companies. Larry Adam serves as Chief Investment Officer for Wealth Management‒Americas and Chief Investment Strategist for Deutsche Asset & Wealth Management‒Americas, responsible for managing investments on behalf of clients in the Americas region.
HOUSE_OVERSIGHT_024135.txt
The UBS CIO Monthly Extended from July 2012 discusses the global economy and investment preferences with a focus on risk return and the Euro debt crisis. The document presents asset class views for equities, fixed income, foreign exchange, commodities, listed real estate, hedge funds, and private equity. It also highlights the need for further reform and consolidation efforts in Spain and Italy. In terms of US corporate bonds, it is believed that they offer the best risk return. The UBS Wealth Management & Swiss Bank's Chief Investment Office provides this analysis, but investments may be subject to jurisdictional and regulatory restrictions.
HOUSE_OVERSIGHT_022359.txt
The document discusses tax proposals in President Obama's Fiscal Year 2014 Budget, which was released on April 10th. Key people mentioned in the document include Managing Directors Paul Morris and Blanche Lark Christerson from Deutsche Bank Asset & Wealth Management and Deutsche Bank Trust Company, N.A.
HOUSE_OVERSIGHT_012048.txt
Rockefeller Financial Services has partnered with Gregory J. Fleming to create an independent financial services firm called Rockefeller Capital Management. The new firm will focus on wealth management, asset management, and strategic advisory. Viking Global Investors will back the new firm through an investment by one of its funds. Greg Fleming will become the CEO of Rockefeller upon closing. The board of the new firm will include Mr. Fleming, David Rockefeller Jr., Peter M. O'Neill, Reuben Jeffery III, and Brian Kaufmann from Viking. The transaction is expected to close in the first quarter of next year.