Citi Private Bank has opened a new Greenville, Del., office that is led by Barbara McCollum, the bank's southeast Pennsylvania and Delaware region executive, and Bob Rosenberg, the bank's managing director and ultra-high-net-worth private banker. The team will provide estate-planning strategies, and fiduciary and investment management services for clients throughout the region.
Fisher Investments, an independent privately owned money management firm, is set to open a new subsidiary, Fisher Investments Australia. Based in Sydney, Fisher Investments secured its first Australian institutional client late last year and several other key prospective clients are in advanced stages of due diligence.
-Kathy Lynch