Daily Investment Tips

Switzerland’s UBS said on Thursday it had discovered unauthorized trading by a trader in its investment bank had caused a loss of some $2 billion.

The company did not release the name of the rogue trader. The company only said the matter is still being investigated. AP news is reporting Police in London have arrested a 31-year-old UBS trader, Kweku Adoboli, in the alleged fraud.

We can only wait to know whether Kweku will be joining the following infamous list of rogue traders:-

Jerome Kerviel – Former Societe Generale trader

Evan Dooley – Former MF Global trader

Steve Perkins – former oli trader at PVM Oil Futures

David Redmond – Former Morgan Stanley trader

Joseph Jett – former top Kidder Peabody bond trader

As for now, UBS has yet to confirm whether Kweku is the rogue trader.

written by Constantine Njeru \\ tags: Ap News, Bond Trader, David Redmond, Dooley, Fraud, Global Trader, Investment Bank, Joseph Jett, Kidder Peabody, London, Lost, Mf, Morgan Stanley, Mystery, Oil Futures, Rogue Trader, Rogue Traders, Societe Generale, Steve Perkins, Switzerland, Ubs, Unauthorized Trading

Morgan Stanley, the giant American Investment Bank was named the best investment bank 2011 in the world by Global Finance magazine. Morgan Stanley is a global financial services firm headquartered in New York City serving a diversified group of corporations, governments, financial institutions, and individuals. Morgan Stanley also operates in 36 countries around the world, with over 600 offices and a workforce of over 60,000. The company reports US$779 billion as assets under its management.It is headquartered in Midtown Manhattan, New York City.

Ranking Investment Banks 2011

Selection criteria included market share, customer service and advice, deal-structuring capabilities, distribution network, and staff dedicated to investment banking. They also considered efforts to overcome difficult market conditions, pricing and after-market performance of underwritten securities, and market reputation.

To read the ranking of top investment banks for 2011 go to Global Finance.

written by Constantine Njeru \\ tags: American Investment Bank, Corporations, Countries Around The World, Distribution Network, Diversified Group, Financial Institutions, Global Finance Magazine, Global Financial Services, Investment Banking, Investment Banks, Manhattan New York, Manhattan New York City, Market Performance, Market Reputation, Market Share, Midtown Manhattan, Morgan Stanley, Selection Criteria, Share Customer, Workforce

According to an article in deal book NYTimes there are 22 companies in the tech I.P.O. pipeline for 2011.

The five Tech IPOs 2011 to watch out for are internet sensations Facebook, Zynga, Groupon, Linked and Skype.

Non of these companies have confirmed going for a tech IPOs in 2011 but going by the level of public and  investor interest in these five the IPOs are around the corner.

For Facebook, Zynga, Linked and Groupon one factor showing a tech IPO 2011 is the significant demand for these companies stock  in the secondary markets, private exchanges that match buyers and sellers.

Facebook one of Tech IPOs 2011

Facebook has crossed 500 million members mark and reportedly bringing near $2 billion revenues for 2010. In private exchanges Facebook is now valued at $45 Billion.

Zynga one of Tech IPOs 2011

Zynga is heavily tied to Facebook. The company raised more money in 2010 from the likes of Google. Word out there is annual revenues are above $800 million. The demand for Zynga stock in the private market has remained strong.A zynga tech IPO in 2011 is not unthinkable.

Groupon one of tech Ipos 2011

As 2010 came close to an end Google unsuccssefully tried to buy Groupon. Groupon is now negotiating with Fidelity, T. Rowe Price and Morgan Stanley for another round of financing that could be as large as $950 million. With this investors looking forward to an exit strategy groupon could go for a tech Ipo in 2011.

Linked one of Tech IPOS 2011.

Although Linked is below the radar when it comes to news coverage, early investors eventual will want an exit. If Facebook, Zynga or groupon have a spectacular tech IPO in 2011, Linked will be hot on their heels.

SKYPE one of Tech IPOS in 2011.

Skype is the only one that has confirmed a 2011 tech ipo. On August 9, 2010, Skype filed with the SEC to raise up to $100 million in an initial public offering

written by Constantine Njeru \\ tags: 100 Million, Buyers And Sellers, Exit Strategy, Facebook, Fidelity, Google, Initial Public Offering, Investor Interest, Ipo, Ipos, Members Mark, Morgan Stanley, Pipeline, Private Exchanges, Private Market, Radar, Secondary Markets, Sensations, Skype, T Rowe Price

If you are looking for a financial advisor or financial planner based in Boston then I suggest you look at the list of top financial advisor listed on barron online or the list of top financial advisor at Boston Magazine.

Top Financial Advisors By Barron Online

Barron has a ranking of top 100 financial advisors in the state of Massachusetts. The following five financial advisors and planners from Boston made it into the list.

Raj Sharma of Merrill Lynch Boston was ranked No. 1

Victor Livingstone of Morgan Stanley Smith Barney Boston was ranked no. 2

William Sullivan of UBS Financial Services Boston was ranked no. 6

James Odorczuk of J.P. Morgan Securities Boston was ranked no. 7

Ross Dolgoff of J.P. Morgan Securities Boston was ranked no. 8

20 Best financial advisors

On Boston magazine list of 20 Best Financial advisors around Boston the following made it into top five:-

Raj Sharma of Merrill Lynch Boston was ranked No. 1

Marc A. White Jr. of JPMorgan Private Bank, Boston was ranked no. 2

John D. Spooner of Citigroup Smith Barney, Boston was ranked no. 3

William J. Sullivan of UBS Financial Services, Boston was ranked no. 4

Andrew H. Zimmerman of Merrill Lynch, Boston was ranked no. 5

written by Constantine Njeru \\ tags: Bank Boston, Barron, Best Financial Advisors, Boston Magazine, Citigroup Smith Barney, Dolgoff, Financial Planner, J P Morgan, J P Morgan Securities, John D Spooner, Livingstone, Merrill Lynch, Morgan Stanley, Private Bank, Stanley Smith, State Of Massachusetts, Top Financial Advisor, Ubs Financial Services, William J Sullivan, William Sullivan

The key to selecting a good financial advisor or financial planner around Las Vegas area is to go by the reviews and recommendation of others. People who have used the services of a certain financial advisor are likely to give you an honest opinion.

There are several places online where Las Vegas financial advisors / Las Vegas financial planners are reviewed.

Barron Ranking of Las Vegas Financial Advisors.

Barron has an annual ranking of top financial advisors. The following las vegas financial advisors were ranked in top 5 among top Nevada Financial advisors.

1 Randy Garcia of The Investment Counsel Company

2 Brian Buckley of Morgan Stanley Smith Barney

3 Deborah Danielson Danielson Financial

Another place to find Las Vegas Financial Advisors / Las Vegas Financial planners is at Yelp. The good thing about Yelp is that the site is reviewed by users like you.Some of financial advisor from Las Vegas at Yelp Financial Services are:

Leornard Bensons Company

Hiey Insurance Agency.

Another online resource for Las Vegas financial advisors is the Yellow pages. Although these are purely Ads, the one advantage is that they have a large resource of listed Las Vegas financial advisors and Financial planners. See Yellow Pages

written by Constantine Njeru \\ tags: Barron, Brian Buckley, Danielson, Financial Advisor, Financial Advisors, Financial Planner, Financial Planners, Financial Services, Honest Opinion, Insurance, Insurance Agency, Investment Counsel, Las Vegas, Morgan Stanley, Online Resource, Smith Barney, Stanley Smith, Vegas Area, Yellow Pages, Yelp

If you are looking for a top financial advisor around Houston, Texas you may start your search by looking at a list of top 100 financial advisors in the state of Texas.

The following 10 financial advisors from Houston made it into the list.

1. William Gouldin of Morgan Stanley Smith Barney was the top advisor from Houston at number 2.

2. Nestor Vicknair of Merrill Lynch was ranked at number 3

3. Will Leven of UBS PWM was ranked at number 4

4. David Novelli of Morgan Stanley Smith Barney was ranked at no. 7.

5. Howard Lorch of Wells Fargo Advisors was ranked at number 10

6. Richard Ashcroft of Wells Fargo Advisors was ranekd at number 11

7. James Coffee of Merrill Lynch was ranked at number 12

8. Scott Tiras of Ameriprise Financial was ranked at number 15

9. David Harris of UBS Financial Services was ranekd at number 16

10. Elizabeth Lockwood of UBS Financial Services was ranked at number 17

For other top financial advisor around Houston check out Barron Top 100 financial advisors.

Another place to look for financial advisor around Houston is to look up the financial advisor listed in Yelp. One thing I like about Yelp listing is that the advisors are reviewed by users. People who have had a business relationship with the financial advisor.

Check out YELP Houston

written by Constantine Njeru \\ tags: Ameriprise, Ameriprise Financial, Business Relationship, David Harris, Financial Advisors, Gouldin, Lorch, Merrill Lynch, Morgan Stanley, Novelli, Number 17, Pwm, Richard Ashcroft, Smith Barney, Stanley Smith, Top Financial Advisor, Ubs Financial Services, Vicknair, Wells Fargo, Yelp

If you are looking for financial advisors around or near Bellevue, Washington you have various.

My first option I recommend you have look at the list of top 100 financial advisors in the state of Washington by Barron. The financial advisors are ranked by Asset under management.

Barron Top 10 Financial Advisors Around Bellevue

1. Phil Scott of Merrill Lynch was ranked at No. 1

2. Jeffrey Crosby of Ameriprise Financial was ranked at No. 4

3. Kevin Fitzwilson of Coldstream was ranked no. 9

4. Michael of Ernst Morgan Stanley Smith Barney was ranked at no. 10

5. Paul Ried Paul of R. Ried Financial Group was ranekd at no. 11

6. Kathleen Weber of Morgan Stanley Smith Barney was ranekd at no. 13

7. Terry Cook of UBS PWM was ranked at no. 14

8. Michael Boone of MWBoone and Associates was ranked at no. 16

9. Michael Matthews of UBS PWM at no. 18

10. York Harris of Merrill Lynch was ranked at 20

My second option is to go through to Yelp the online market place and go through the listing of financial advisors. The financial advisors are reviewed by users of the website.

See Yelp Financial advisors page

written by Constantine Njeru \\ tags: Ameriprise, Ameriprise Financial, Barron, Bellevue Washington, Coldstream, Financial Advisors, Financial Group, First Option, Kathleen Weber, Merrill Lynch, Michael Boone, Michael Matthews, Morgan Stanley, Pwm, Smith Barney, Stanley Smith, State Of Washington, Terry Cook, Ubs, Yelp

If you are looking for a top financial advisor located in Chicago you may consider looking at the list of Top 50 financial advisors in the state of Illinois.

The following financial advisors from Chicago city made it into the list : -

1. Bruce Lee of Credit Suisse Securities was No. 2

2. Raj Bhatia of Merrill Lynch was No. 3

3. William Easom of Morgan Stanley Smith Barney was no. 4

4. Mark Hutchinson of Morgan Stanley Smith Barney was No. 6

5. John Ver Bockel of Merrill Lynch was ranked no. 7

6. Jim Moriarity of Morgan Stanley PWM was ranked no. 8

7. Michael Cohen of J.P. Morgan Securities was ranked no. 9

8. Steve Nakovich of Morgan Stanley Smith Barney was ranked no. 10

9. Greg Pusinelli of William Blair & Company was no. 11

10. Michael Gallagher of Morgan Stanley Smith Barney was ranked no. 12

written by Constantine Njeru \\ tags: Amp Company, Bhatia, Chicago City, Credit Suisse, Easom, Financial Advisors, J P Morgan, J P Morgan Securities, Mark Hutchinson, Merrill Lynch, Michael Cohen, Michael Gallagher, Morgan Stanley, Moriarity, Pwm, Smith Barney, Stanley Smith, State Of Illinois, Top Financial Advisor, William Blair

For investors living around Palm Beach, Florida. If you are searching for a financial advisor to manage your money or on how to invest you may consider having a look at the list of 100 financial advisors in the state of Florida.

The list was compiled by barrons online. The following financial advisors based in Palm Beach made it into the list.

1. Kevin McCluskey of Wells Fargo Advisors, he was ranked no. 15

2. Kurt Sylvia of UBS Financial Services was ranked at No. 18

3. James Mahoney of Merrill Lynch Palm Beach was ranked at No. 19

4. Gregory O’Hare of Merrill Lynch was ranked at No. 24

5. Michael Nickler of Morgan Stanley Smith Barney was ranked No. 28

6. Christopher Andrews of Merrill Lynch was ranked no. 39

7. Thomas Smith of UBS Financial Services was ranked no. 43

8. Anthony Rizzo Deutsche Bank Alex. Brown was ranked no. 48

9. Karen McKinley of Merrill Lynch Palm Beach was ranked No. 67

Source Barron top 100 financial advisors

written by Constantine Njeru \\ tags: Barron, Barrons Online, Deutsche Bank, Deutsche Bank Alex Brown, Financial Advisors, James Mahoney, Kevin Mccluskey, Mckinley, Merrill Lynch, Morgan Stanley, Nickler, Palm Beach, Palm Beach Florida, Rizzo, Smith Barney, Stanley Smith, Thomas Smith, Top Financial Advisor, Ubs Financial Services, Wells Fargo

If you are searching for a financial advisor based in Aventura Florida, you may taking a look at the rankings of top financial advisors from the state of Florida.

The ranking of top financial advisors was by Barron online. The following financial advisors based in Aventura made it on to the top one hundred.

1. Allan D. Yarkin of Morgan Stanley Smith Barney was ranked No. 4

2. Andrew Schultz of Morgan Stanley Smith Barney was ranked no. 5

3. Stephen Bloch also of Morgan Stanley Smith Barney was ranked no6

4. Leonard Suskind of Morgan Stanley Smith Barney was ranked no.42

5. Myron Stayman of Merrill Lynch was ranked no.52

All this high street financial advisors require a minimum of $1m to open an account.

Listing of Financial Advisory firms Aventura Florida

Apart from the high street financial advisors there are many financial advisors located in Aventura. Here is a list of some of this firms, more can be found online :-

Halpern Capital

Ameriprise Financial

Triangle financial services

Coramar Investment inc

Lifespring financials

Aruba Investments

America Capital Ventures

written by Constantine Njeru \\ tags: 1m, Ameriprise, Ameriprise Financial, Andrew Schultz, Aruba, Aventura Florida, Barron, Capital Ventures, Financial Advisors, Financial Advisory Firms, Halpern Capital, Lifespring, Merrill Lynch, Morgan Stanley, Myron, Smith Barney, Stanley Smith, Stayman, Stephen Bloch, Suskind