Articles tagged "Harris myCFO"
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What's up with Invesco offloading its $20-billion RIA/trust firm to a Canadian bank -- and at a bargain price?
Post-Morgan Stanley deal, the institutionally-minded fund company is becoming a player in retail asset management -- making Atlantic Trust less of a core holding
April 17, 2013 at 5:19 PM
An $18-billion RIA tacks on a $24-billion U.S. Trust cast-off as the grab for UHNW magnets continues
Harris myCFO continues a shrewd strategy of serving the very, very rich as it puts CTC Consulting into its arsenal
May 3, 2012 at 5:21 AM
Wells Fargo targets tempting but treacherous UHNW market with Abbot Downing launch
With $33 billion of assets and legacy Lowry Hill and Calibre elements, the unit plans to hit the ground running and compete in a realm where RIAs are only starting to make a dent
April 2, 2012 at 2:29 PM
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