Skip to main content
BBC NEWS / BUSINESS
Graphics VersionBBC Sport Home
News Front Page | Africa | Americas | Asia-Pacific | Europe | Middle East | South Asia | UK | Business | Health | Science & Environment | Technology | Entertainment | Also in the news | Have Your Say |
Business Contents:  Your Money | Economy Companies

Tuesday, 3 June, 2003, 17:01 GMT 18:01 UK

Subpoenas hit Wall Street giants

New York Stock Exchange US financial regulators are demanding internal documentation - including e-mails - from a dozen Wall Street investment houses, as part of an ongoing probe into biased share research.

Subpoenas were sent to bank chiefs at the end of last week, demanding evidence of the fairness and independence in the way they recommend shares to investors.

The move follows a $1.4bn settlement in late April between regulators - including the Securities and Exchange Commission (SEC) and the National Association of Securities Dealers (NASD) - and 10 investment houses.

BREAKDOWN OF THE APRIL SETTLEMENT

  • Salomon: $400m
  • Merrill Lynch: $200m
  • Credit Suisse Group's CSFB: $200m
  • Morgan Stanley: $125m
  • Goldman Sachs: $110m
  • Bear Stearns: $80m
  • JP Morgan Chase: $80m
  • Lehman Brothers: $80m
  • UBS Warburg: $80m
  • US Bancorp's Piper Jaffray: $32.5m

    Those 10 firms, which include Merrill Lynch, CSFB and Salomon Smith Barney, have been hit with subpoenas, reportedly as well as Deutsche Bank and San Francisco-based Thomas Weisel.

    A spokesman from the SEC refused to comment on details of the investigation, but said that the settlement demanded a great deal of supervision of individual bankers and analysts.

    The settlement was conclusive as far as companies were concerned, but left the door open for prosecution of individuals.

    Tainted business

    The SEC and NASD probe is being supported by the New York Stock Exchange, which is determined to erase the taint of a series of share-research scandals.

    During the hi-tech boom of the 1990s, regulators say, some leading banks gave overly positive ratings to shares in client companies, with the aim of winning lucrative investment banking business.

    In theory, investment banks are supposed to maintain impermeable "Chinese walls" between their share research and investment banking divisions, in order to ensure that their share tips are free of bias.


    E-mail this to a friend
    Related to this story:
    Question over Wall Street deal (08 May 03  |  Business )
    Wall Street settles analyst scandal (28 Apr 03  |  Business )
    Citigroup chief out of exchange race (24 Mar 03  |  Business )
    Fallen tech star quits CSFB (04 Mar 03  |  Business )
    Merrill settles Enron inquiry for $80m (21 Feb 03  |  Business )
    CSFB may face fraud charges (19 Sep 02  |  Business )
    Investigators subpoena Salomon (30 Aug 02  |  Business )
    Wall Street scandals at a glance (12 Feb 03  |  Business )

    RELATED INTERNET LINKS:
    SEC
    NASD
    New York Stock Exchange
    The BBC is not responsible for the content of external internet sites



    SEARCH BBC NEWS: 

    News Front Page | Africa | Americas | Asia-Pacific | Europe | Middle East | South Asia | UK | Business | Health | Science & Environment | Technology | Entertainment | Also in the news | Have Your Say |
    Business Contents:  Your Money | Economy Companies

    NewsWatch | Notes | Contact us | About BBC News | Profiles | History

    ^ Back to top | BBC Sport Home | BBC Homepage | Contact us | Help | ©