All articles by BBR Staff
BBR Staff
Vestmark revamps Broker-Dealer platform, VestmarkONE
Vestmark, a provider of wealth management platform, has introduced a new functionality for its VestmarkONE technology platform specifically tailored to the needs of Broker-Dealers seeking to integrate fee and commission business.
Wealth managers slow in adopting mobiles apps, says Aite Group report
A report published by the Aite Group says that wealth managers are very slow in adopting mobiles apps to keep pace with their high profile clients but are getting there.
Close AM takes-over wealth management wing of Scott-Moncrieff
In its third acquisition of the year, Close Asset Management has taken-over Scotland-based accountancy and professional services firm Scott-Moncrieff’s wealth management division for an undisclosed amount.
Asia-Pacific home to worlds second biggest HNW population, surpasses Europe: Report
The number of high net worth individuals (HNWI) grew 9.3% to 3.3 million in Asia-Pacific in 2010, surpassing the number of HNWI in Europe for the first time. Asia-Pacific is home to the worlds second biggest HNWI population after North America, according to the report, released by Merrill Lynch Global Wealth Management and Capgemini.
Credit Suisse hires market area head of Greater China for private banking Asia Pacific
Credit Suisse has hired Anna Wong as managing director and market area head of Greater China for Private Banking Asia Pacific effective 24 October 2011.
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BBH appoints new International Wealth Management business head
Brown Brothers Harriman & Co. (BBH) has appointed of Rafael Febres-Cordero as head of the firm’s International Wealth Management business.
BofA hires 80 more advisors to better serve its wealthy clients
As part of its commitment to enhance the solutions and guidance it offers to Preferred customers, Bank of America has hired more than 80 Merrill Edge Financial Solutions Advisors (FSAs) across the metro Northwest region.
SEBI proposes self-regulatory body to regulate investment advisors
The Securities and Exchange Board of India (SEBI) has proposed to regulate the activity of wealth management and private banks, along with leading independent financial advisers (IFAs) in the country through a self-regulatory organization (SRO).
Lombard Odier to open new strategic hub in Dubai
As part of its strategy to grow its footprint in the Middle East, Swiss private banking firm Lombard Odier is set to open its new strategic hub in Dubai.
Westpac appoints new private banking head
Westpac Banking Corp has tapped New Zealand’s outgoing justice and commerce minister Simon Power to head its private banking division.