TITLE

Small Calif. Bank Plans Wealth Unit Quadrupling

AUTHOR(S)
Ackermann, Matt
PUB. DATE
April 2005
SOURCE
American Banker;4/29/2005, Vol. 170 Issue 82, p8
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Announces that Epic Bancorp has started an investment management arm that its chief executive officer, Kit M. Cole, plans to expand aggressively. Description of the new subsidiary, Epic Wealth Management; Comments by Cole on plans to expand the unit through organic growth and strategic acquisitions; Profile of Epic Bancorp.
ACCESSION #
16914986

 

Related Articles

  • Paul Hogarth. Adams, Rachael // Money Marketing;5/5/2011, p39 

    The article focuses on the plan of Paradigm Asset Management Co. LLC's founder, Paul Hogarth, to create more value for financial advisers through streamlining the way business is done in Great Britain. Hogarth feels that independent financial advisers (IFAs) in the country are not getting the...

  • Profiles of the largest money managers.  // Pensions & Investments;5/14/2001, Vol. 29 Issue 10, p30 

    Presents profiles of the largest money managers in the United States in 2000. Abacus Financial Group Inc.; Abbott Capital Management LLC; Aberdeen Murray Johnstone.

  • THE RACE TO THE TOP.  // Pensions & Investments;10/14/2013, Vol. 41 Issue 21, p1 

    A list of the largest money managers by year based on worldwide assets from 1975 to 2012 is presented including Morgan Guaranty Trust Co. of New York, Prudential and Fidelity Investments.

  • Testing time. Sayers, Teresa // Money Marketing;4/1/2004, p59 

    Highlights the skills' agenda of the Financial Services Skills Council for financial advisers in Great Britain. Establishment of an international standard of compliance in partnership with the International Compliance Association; Launching of a consultation process for the examination review;...

  • A view to a skill. Monks, Helen // Money Marketing;4/1/2004, p60 

    Comments on the agenda of the Financial Services Skills Council for promoting the skills of financial advisers in Great Britain. Aim of the council; Lack of practical emphasis in the plans; Concerns over the lowering of qualification benchmark.

  • Chelsea accuses fund managers of 'failing miserably' with factsheets. Jackson, Gary // Money Marketing (Online Edition);2/28/2013, p86 

    The article discusses the move of Chelsea Financial Services PLC to release a criticism of fund factsheets, slamming asset managers that fail miserably to provide the best information to their clients. The DropZone report reveals a worrying number of fund factsheets that are sometimes 3 to 6...

  • Prospecting Strategy. Good, Bill // Research;Dec2011, Vol. 34 Issue 12, p64 

    The article highlights prospecting strategies for broker-dealers. According to a survey by Ceruli, wirehouse broker-dealers had 43% of the retail asset management market as of the end of 2010. The author says the reason for the decline is that independent broker-dealers and registered investment...

  • Is now the time to invest in fund manager stocks? Morris, Pamela // Fundweb;6/12/2013, p8 

    The article discusses why it could be favorable to invest in fund manager stocks as of June 2013, according to some fund managers. It cites that asset managers are being described by Guy de Blonay of Jupiter Asset Management as a key component of the financial sector in the current market...

  • Going global for growth.  // Money Marketing;6/27/2002, p65 

    Focuses on the global optimal fund introduced by UBS Global Asset Management as part of its entry into the British retail market in 2002. Countries that will dominate the portfolio; Manager of the fund.

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics