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Articles tagged "Boston Private"


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Greg Becker: "Our clients rely on us to help increase the probability of their success – both in their business and personal lives.

Why high-shine Silicon Valley Bank is willing to pay nearly $1 billion for lackluster Boston Private's $13.3 billion of AUM

With shares at $432, the Santa Clara, Calif., financial phenom will make wealth management part of its rich trove of channels -- using house money from recent share gains and having ready-made clients for the newly acquired wealth managers

January 8, 2021 at 3:26 AM

Bill Rice: With ... Boston Private, we were unable to find a mechanism that worked for both parties to deal with incentivizing key employees.

A maverick RIA and a bank walked into a bar in 2006, 2011 and 2014. It's all settling out in a 2018 M&A & spin-off pub crawl

Boston Private lets a $9-billion RIA buy itself back to free up cash to be used to roll up more bank-minded wealth managers this time around and Peter Raimondi is back in the game

May 14, 2018 at 8:05 PM

Margaret Towle had stops at Russell Investments, Northern Trust, a hedge fund, an asset manager and Greycourt before coming to HighTower, and leaving it.

HighTower loses RIA with $1 billion of assets and Northern Trust street cred

Margaret Towle broke the HighTower mold somewhat for having an RIA, not coming from a wirehouse, and serving only 10 clients

April 5, 2013 at 10:54 PM

Frank Leto sees value in Davidson Trust though Boston Private said it had a negligible bottom line impact.

Where Boston Private Financial stands after selling one of its last original acquisitions for $10.5 million

The roll-up spun out Davidson Trust and its $1 billion of AUM to Bryn Mawr Trust, which largely unwinds Boston Private's aggressive buying spree from last decade,

February 9, 2012 at 4:17 PM

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