February 01, 2015 3:57 PM ET

Capital Markets

Company Overview of RBC Wealth Management, Inc.

Company Overview

RBC Wealth Management, Inc. provides wealth management services for the high net worth individuals, and corporate and institutional clients. Its services include trust and fiduciary, credit and financing, international tax consultancy, online banking, debit and credit cards, term deposit accounts, dual-currency deposits, and foreign exchange. The company also provides global custody, custodian trustee, letters of credit, investment management, stock and share plan administration, pension plans, employee benefit trusts, employee nominee facility, private equity and property fund administration, participant, private banking, structured products, and investment fund services. RBC Wealth Managem...

RBC Plaza

60 South Sixth Street

Minneapolis, MN 55402-4422

United States

Phone:

612-371-2811

Fax:

612-371-2745

Key Executives for RBC Wealth Management, Inc.

Chief Executive
Chief Executive Officer of RBC Global Asset Management and President of PH&N
Chief Executive Officer of Rbc Direct Investing and President of Rbc Direct Investing
Chief Executive Officer of Asia Operations
Chief Executive Officer of RBC Wealth Management - U S
Compensation as of Fiscal Year 2014.

RBC Wealth Management, Inc. Key Developments

RBC Wealth Management Appoints Antony Johnson as Head of Distribution for the UK

RBC Wealth Management has appointed Antony Johnson as head of distribution for the UK. Johnson is assuming this newly created role in March and will be based in London, reporting to company's chief executive officer Stuart Rutledge. Prior to this appointment, Johnson was global head of sales and distribution in RBC Investor & Treasury Services. Before joining the company he was executive vice president of Europe for BISYS Fund Services.

RBC Wealth Management to Appoint John Montalbano as Vice Chairman, Effective May 1, 2015

Effective May 1, 2015, John Montalbano, CEO of RBC GAM will assume a new role as vice-chairman of RBC Wealth Management, continuing to report to Lewis. As vice-chairman of RBC Wealth Management, Montalbano will support business development and special projects for RBC Wealth Management and other RBC businesses, as well as provide advice and counsel to the co-CEOs of RBC GAM and to Mr. Lewis, especially with respect to merger and acquisition opportunities for RBC GAM.

RBC To Exit Wealth Management In Caribbean

RBC Wealth Management, Inc. is planning to exit private wealth management business in the Caribbean. Paul French, a spokesperson for RBC Wealth Management, confirmed the plans and said that we will be exiting all RBC Wealth Management Caribbean operations. We will consider all strategic options for our Caribbean international wealth management businesses, including, where applicable, identifying interested parties to purchase operations or refer our clients.

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