All articles by BBR Staff
BBR Staff
European Wealth Management acquires Aventus
European Wealth Management has acquired Aventus Capital Management, a Cheltenham, UK, based investment management firm. The acquisition resulted in increasing European Wealth’s assets under management to over GBP130 million.
DST Global Solutions launches upgraded version of award-winning HiPortfolio
DST Global Solutions has launched the upgraded version of its investment accounting and asset servicing solution, HiPortfolio.
New Asia CFO and Hong Kong COO for Julius Baer
Swiss private bank Julius Baer has appointed Frank Keller as its new CFO, Asia and Tobias Murer as its new COO, Hong Kong. Both appointments will be effective from January 1, 2012.
London tops list of European cities with highest UHNWIs population, Wealth-X
A new survey by Singapore-based research firm Wealth-X states that London tops the list of European cities with the most ultra high net worth individuals (UHNWIs), followed by Paris with 2,820 UHNWIs and Zurich, with 1,775.
Bank of Valletta enters into strategic alliance with Barclays Wealth
Bank of Valletta (BOV), one of Malta’s oldest and largest financial services providers, has entered into a new strategic alliance with Barclays Wealth, whereby BOV clients will be able to access a range of Barclays Wealth investment solutions and services which were previously not available onshore in Malta.
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BofA Merrill Edge adds nearly 300 advisors in Florida
Bank of America (BofA) has reached its goal of doubling the number of Merrill Edge Financial Solutions Advisors to more than 1,000 nationwide by the end of 2011 by adding more than 280 advisors in Texas and Florida.
Fourth Barclays Wealth office opens in South East UK
With an office opening in Chelmsford, Essex, Barclays Wealth has expanded its geographical reach in the South East, taking the total number of offices added in the region during the second half of this year to four.
UBS to trim investment banking business and turn focus on private banking
UBS has said that it will trim down its investment banking business, thereby reducing its risks,to concentrate its business focus on its global wealth management business and Swiss based private banking business.
Coutts appoints head private office in the Middle East
Coutts has appointed Amir Sadr as head of the banks private office in the UAE and will be based in Dubai.
FiPath launches online marketing solution for financial advisor
FiPath has launched the first independent, online marketing solution for financial advisor leads, the FiPath for Advisors.