UBS close to Franklin Park commitment

Getahn Ward at The Tennessean reports that UBS is close to committing to 30,000 square feet in One Franklin Park, which already has snagged some other big names. The global financial giant, which has been busy building up its downtown operations center, will install some back-office workers in Cool Springs and also open a wealth management office that could grow to 28 people. Read more here.

May 22, 2015 7:23 AM

Venerable financial name sets up local private banking office

VU MBA has relocated from Charlotte
May 5, 2015 2:27 PM

UBS to add more Nashville jobs

Compliance unit set to grow 30% globally over three years
Apr 17, 2015 7:32 AM

Avondale sets up shop in Memphis

Former family office/Paine Webber exec out to build Mid-South presence
Apr 15, 2015 2:24 PM

Argent Trust adds portfolio manager

15-year veteran had been at Regions Morgan Keegan
Mar 17, 2015 2:47 PM

Argent Financial brings on Oklahoma trust bank

Argent Financial Group, the regional wealth management firm that has a number of its senior executives based in Nashville, has signed a deal to acquire Heritage Trust, an Oklahoma City trust bank founded 17 years ago. The combined firm manages more than $10 billion in financial assets and more than $2 million in mineral assets.

Mar 13, 2015 7:03 AM

Ex-Private Business exec bringing community bank investing marketplace here

Peter Scully, a former leader of Private Business, is in the process of relocating to Nashville an Atlanta company that has built a platform to handle sales of stock in community banks not listed on a stock exchange. Milt Capps at Venture Nashville reports that Scully took over at Community Bank List — the company's brand will soon migrate to BancList — about a year ago and is planning to raise $1 million in capital as he seeks to grow the company's bank customer list more than fourfold this year.

All transactions that result between buyer and seller are direct, with no involvement by BancList, and each must be cleared by the bank that issued the shares. And, all bank shareholders who wish to receive such alerts are advised of shares being proffered, as part of compliance with fair disclosure regulations. BancList's platform thus helps banks' management teams mitigate regulatory-compliance risks.

Feb 18, 2015 7:22 AM

CapStar getting into wealth management

Veteran of Regions, Merrill Lynch joins Green Hills office
Feb 11, 2015 1:50 PM

Cohen firm buys big Healthways stake

Former SAC Capital discloses position after company says it is mulling sale, other options
Jan 30, 2015 1:03 PM

Acadia, Diversicare get new 5% owners

Local public health care companies Acadia Healthcare and Diversicare have new 5 percent owners, per recent Securities and Exchange Commission filings. First up, the investment arm of financial giant JPMorgan Chase says it has grown its stake in Acadia Healthcare by more than half over the past year. The company — which in early 2014 said it had sold off some of its holdings — now owns 5.7 percent of Franklin-based Acadia.

Also filing papers recently with regulators was San Francisco-based Osmium Partners, which focuses on small-cap value stocks. Its managers said last week they now own 5.1 percent of skilled nursing services provider Diversicare. Founded in 2002, Osmium manages about $130 million. Last month, a West Virginia company said it also has amassed a 5 percent Diversicare stake.

Jan 29, 2015 12:01 PM