All articles by BBR Staff
BBR Staff
Barclays Wealth makes three new hires to expand Latin America offering
Barclays Wealth has made three new hires to support the expansion of its strategy across the Latin American ultra high net worth client base.
Barclays Wealth hires new member to UK&IPB advisory committee
Barclays Wealth has hired Michael Peat to the UK & Ireland Private Bank (UK&IPB) Advisory Committee.
Guernsey signs tax accord with Slovenia
Guernsey has signed a Tax Information Exchange Agreement (TIEA) with the Republic of Slovenia.
Credit Agricole appoints new head of Private Banking
French banking group Credit Agricole has appointed Christophe Gancel as head of Private Banking effective 1 November 2011.
Wilmington Trust hires senior private client advisor to serve firm’s wealth clients
Wilmington Trust, a US-based wealth management company, has appointed Matthew Canner as a senior private client advisor to serve the company’s family wealth clients.
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Gibraltar Private Bank & Trust appoints assistant vice president
Gibraltar Private Bank & Trust has appointed Jumah Hamilton as assistant vice president, private banker.
Davenport & Company selects FolioDynamix Fdx Connect to access investment module
Davenport & Company has selected FolioDynamix FDx Connect – the model exchange module of FolioDynamix’s comprehensive wealth management software platform.
Ascent Wealth partners with Dynasty for wealth management platform
New York-based Ascent Wealth Partners has formed partnership with Dynasty Financial Partners to utilize Dynasty’s wealth management platform.
Opportunities exist for wealth management firms in self-directed investor market: Study
Following significant portfolio losses experienced in 2008 and 2009, investors have become more cautious, which has led them to seek greater control over their financial investments, leading to the growing demand for self-directed options from the wealth management industry, according to a new research report published by Scivantage and Aite Group.
London tops global private banking and wealth management center index
For a third consecutive time London, Geneva and New York have been ranked the top three global private banking and wealth management centers, according to the latest edition of the Global Financial Centres Index (GFCI).