Flowers and plants are set to take over Barnstaple Library for a special summer day of fun activities. Flower Power Day on Saturday, July 15, will offer visitor.
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A seven-person $2B AUM team left Bank of America’s private client division for UBS.
Bank of America Private Bank has lost a seven-person team in Newport Beach, Calif., that managed $2 billion in client assets, to UBS Wealth Management USA, according to a recent announcement.
The team, led by Thomas Nieto and Frederick Grand Jr., serves high-net-worth individuals, families, entrepreneurs and institutions.
Nieto joined BoA through its acquisition of U.S. Trust in 2007. He was a private client advisor for 25 years before moving to UBS. Grand also worked as a private client advisor at Bank of America Private Bank and a global commercial banker for Bank of America Merrill Lynch.