All articles by BBR Staff
BBR Staff
Family wealth advisory firms adding new focus on sales process: FOX study
Family wealth advisory firms are adding a new focus on the sales process to meet the increasing demands for growth, according to a study released by Family Office Exchange (FOX).
Barclays Wealth hires international wealth advisor
Barclays Wealth has hired Trevor Kelham as a director and international wealth advisor within its Wealth Advisory division.
Fortigent chooses IndexIQ solution for UMA program
Fortigent, a provider of outsourced wealth management solutions to banks, has selected IndexIQ’s IQ Hedge Multi-Strategy SMA Portfolio as an alternative investment solution for the firm’s Access Overlay customizable UMA program.
SG Wealth acquires Ipswich-based financial adviser Stan Gaskin
Norwich-based SG Wealth Management has acquired the entire share capital of Ipswich-based financial adviser Stan Gaskin, boosting its client assets under management to over £200m.
US-based Carlyle Group acquires London-based ITRS Group
Alternative asset manager The Carlyle Group has acquired ITRS Group, a London-based provider of real-time monitoring systems for financial institutions.
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Vista Equity offers to buy Thomson Reuters risk unit
Vista Equity Partners, a US-based private equity firm, has made a binding offer to buy the Thomson Reuters Trade and Risk Management business.
Collins Stewart hires Barclays Wealth advisory team
Collins Stewart Wealth Management (CSWM) has hired three members from the advisory team of Barclays Wealth as stockbrokers.
ELE Wealth selects IAS solution to improve operational efficiency
Michigan-based ELE Wealth Management has selected Interactive Advisory Software’s (IAS) Solution 360° technology in order to improve operational efficiency.
US launches grand jury investigations into eight offshore banks
As part of an ongoing effort to crack down on offshore tax shelters, the US Department of Justice (DoJ) has launched grand jury investigations into eight offshore banks around the world.
BNY Mellon appoints MD of sales for wealth management group in Boston
BNY Mellon has appointed Fred Young as managing director of sales for investment management serving the Boston region for the company’s wealth management business.