UBS

WITT O’BRIEN’S AND BC MANAGEMENT ANNOUNCE LAUNCH OF ANNUAL EVENT IMPACT MANAGEMENT STUDY

Monday, October 26, 2020 - 8:30pm

WASHINGTON, Oct. 26, 2020 (GLOBE NEWSWIRE) -- Witt OBriens, LLC , a subsidiary of SEACOR Holdings Inc. (NYSE: CKH ) (SEACOR), announced today that it will be an official sponsor of the 9th Annual Event Impact Management Study and will partner with the owner of the study, BC Management , adivision of Castellan Solutions .

Key Points: 
  • WASHINGTON, Oct. 26, 2020 (GLOBE NEWSWIRE) -- Witt OBriens, LLC , a subsidiary of SEACOR Holdings Inc. (NYSE: CKH ) (SEACOR), announced today that it will be an official sponsor of the 9th Annual Event Impact Management Study and will partner with the owner of the study, BC Management , adivision of Castellan Solutions .
  • We believe the findings from this years Event Impact Management Study will be more important than ever.
  • Witt OBriens is supporting dozens of organizations with their COVID-19 response, including multinational businesses in financial services, transportation, technology, manufacturing, energy, and media.
  • To participate in the 2020 Event Impact Management Study, please click here .

Culture of Integrity Brings UBS Team to Ameriprise Financial

Monday, October 26, 2020 - 7:00pm

Financial advisors Jon Bloomer and Ross Fedenia, CFP recently joined the employee channel of Ameriprise Financial Inc. (NYSE: AMP) from UBS.

Key Points: 
  • Financial advisors Jon Bloomer and Ross Fedenia, CFP recently joined the employee channel of Ameriprise Financial Inc. (NYSE: AMP) from UBS.
  • View the full release here: https://www.businesswire.com/news/home/20201026005798/en/
    The Bloomer Fedenia Group, a wealth management practice of Ameriprise Financial in Middleton, Wisconsin.
  • More than 4,300 financial advisors have joined Ameriprise since 2008.1 To find out why experienced financial advisors are joining Ameriprise, visit ameriprise.com/why .
  • At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years.

Southern Company Recognized As Nation's Most Transparent Utility

Monday, October 26, 2020 - 5:00pm

Southern Company also ranked second for Best Investor Relations Website.

Key Points: 
  • Southern Company also ranked second for Best Investor Relations Website.
  • "It is a tremendous honor for Southern Company to be recognized for excellence in our corporate disclosure communications," said Jim Kerr, executive vice president, chief legal officer and chief compliance officer for Southern Company.
  • Southern Company (NYSE: SO) is a leading energy company serving 9 million customers through its subsidiaries.
  • Southern Company brands are known for excellent customer service, high reliability and affordable prices below the national average.

AEW UK REIT plc: Closed Period - Compliance with Market Abuse Regulation

Monday, October 26, 2020 - 4:04pm

AEW UK Investment Management LLP employs a well-resourced team comprising 26 individuals covering investment, asset management, operations and strategy.

Key Points: 
  • AEW UK Investment Management LLP employs a well-resourced team comprising 26 individuals covering investment, asset management, operations and strategy.
  • AEW Group comprises AEW SA and AEW Capital Management L.P., a U.S. registered investment manager and their respective subsidiaries.
  • The Investment Manager is a 50:50 joint venture between the principals of the Investment Manager and AEW.
  • In May 2019, AEW UK Investment Management LLP was awarded Property Manager of the Year at the Pensions and Investment Provider Awards.

First Republic Founders IndexSM Outperformed the S&P 500 by 46% in Its First Year

Monday, October 26, 2020 - 1:00pm

First Republic Investment Management, a subsidiary of First Republic Bank (NYSE:FRC), today announced the First Republic Founders IndexSM (Bloomberg:FRCFDR) outperformed the S&P 500 by 46% during its first year.

Key Points: 
  • First Republic Investment Management, a subsidiary of First Republic Bank (NYSE:FRC), today announced the First Republic Founders IndexSM (Bloomberg:FRCFDR) outperformed the S&P 500 by 46% during its first year.
  • View the full release here: https://www.businesswire.com/news/home/20201026005338/en/
    The First Republic Founders IndexSM is an equity benchmark of publicly traded companies, in which the founder or founders are actively involved and remain a key influence in their strategies.
  • The first-year performance of the First Republic Founders IndexSM further supports our investment thesis that founders leadership, drive, clarity of vision, and strong focus on clients and culture are key strategic advantages in generating superior performance, said Bob Thornton, President of First Republic Private Wealth Management.
  • Currently encompassing more than 400 U.S. equities, the First Republic Founders IndexSM is designed to uniquely track and capture founder-led and -influenced success through applying a quantitative, rules-based, equal-weighted approach, agnostic of sector.

FIRST COMPREHENSIVE DIGITAL ASSET WEALTH MANAGEMENT PLATFORM RECEIVES REGULATORY CLEARANCE

Monday, October 26, 2020 - 12:00pm

Two Oceans wealth management services now include crypto-optimized offerings for clients who have substantial digital assets or who wish to safely begin investing in digital assets.

Key Points: 
  • Two Oceans wealth management services now include crypto-optimized offerings for clients who have substantial digital assets or who wish to safely begin investing in digital assets.
  • This is what Two Ocean Trust has built a comprehensive, full-service wealth management platform for digital asset investors that has not previously existed.
  • Two Ocean Trust has created a comprehensive and frictionless digital asset wealth management platform for its clients that combines:
    One service that has been absent for digital asset investors is estate management.
  • Two Ocean Trust provides wealth management services to high-net worth individuals, family offices, and advisers.We offer a full range of investment, trust and estate capabilities including the first fully regulated wealth management platform for digital assets.

Casella Waste Systems Announces Closing of Public Offering of Class A Common Stock and Full Exercise of Underwriters’ Option to Purchase Additional Shares

Monday, October 26, 2020 - 12:00pm

The exercise of the underwriters option to purchase additional shares brought the total number of shares of Class A common stock sold by Casella in the offering to 2,702,500 and increased the aggregate gross proceeds from the offering to $151.3 million, before deducting underwriting discounts and offering expenses.

Key Points: 
  • The exercise of the underwriters option to purchase additional shares brought the total number of shares of Class A common stock sold by Casella in the offering to 2,702,500 and increased the aggregate gross proceeds from the offering to $151.3 million, before deducting underwriting discounts and offering expenses.
  • Raymond James and BofA Securities acted as joint book-running managers for the offering.
  • Stifel, UBS Investment Bank and KeyBanc Capital Markets acted as co-managers for the offering.
  • A final prospectus supplement relating to the offering was filed with the SEC and is available on the SECs website.

Great Western Bank Recognizes Local Heroes Through Great Gifts of Gratitude

Friday, October 23, 2020 - 5:45pm

Great Western Bank is proud to announce the winners of a one-time award program called Great Gifts of Gratitude.

Key Points: 
  • Great Western Bank is proud to announce the winners of a one-time award program called Great Gifts of Gratitude.
  • To make an impact back in the winners lives and to help local businesses at the same time, Great Western Bank tailored the gifts to each person for a more personal experience.
  • Great Western Bank is a full-service regional bank focused on relationship-based business and agribusiness banking.
  • Great Western Bank is a wholly owned subsidiary of Great Western Bancorp, Inc. ( NYSE: GWB ).

Sanctuary Wealth Welcomes First Team from Ameriprise Financial

Friday, October 23, 2020 - 4:38pm

Centeras Private Wealth, with approximately $150 million in assets under management, is the 41st partner firm to choose Sanctuary Wealth's Partnered Independence platform.

Key Points: 
  • Centeras Private Wealth, with approximately $150 million in assets under management, is the 41st partner firm to choose Sanctuary Wealth's Partnered Independence platform.
  • "Sanctuary is becoming the dominant brand of choice for the next generation of wealth advisors like Travis Grieb.
  • I found that, and much more, with Sanctuary Wealth," said Travis Grieb, CFP, CIMA, Founder & Managing Partner, Centeras Private Wealth.
  • The Sanctuary Wealth Group includes the fully owned subsidiaries Sanctuary Advisors, a registered investment adviser, and the broker-dealer Sanctuary Securities, as well as Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Capital Markets, and Sanctuary Global Family Office.

Two UBS Advisors from South Texas Named to The Financial Times 401 Top Retirement Advisors List

Friday, October 23, 2020 - 2:00pm

HOUSTON, Oct. 23, 2020 /PRNewswire/ -- UBS Wealth Management USA announced today that two financial advisors from the South Texas Market have been named to The Financial Times 401 Top Retirement Advisors list for 2020.

Key Points: 
  • HOUSTON, Oct. 23, 2020 /PRNewswire/ -- UBS Wealth Management USA announced today that two financial advisors from the South Texas Market have been named to The Financial Times 401 Top Retirement Advisors list for 2020.
  • The Financial Times 401 Top Retirement Advisors is a list of elite professionals who specialize in advising US employers on their defined contribution plans.
  • Vaughan and Calao were among 25 UBS advisors named to the list this year.
  • UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland.