All articles by BBR Staff
BBR Staff
Barclays Wealth appoints investment representative for Dallas office
Barclays Wealth has appointed Michele Huff Powell as a director and investment representative for its Dallas office.
Signature Bank appoints new team for private client banking
Signature Bank has appointed a new six member private client banking team from HSBC, who will be based out of its private client banking office in New York.
MASECO Private Wealth boosts its UK, Swiss teams
MASECO Private Wealth has hired Gordon Hunt as chief operating officer for its Swiss office and Graham Aikin as a wealth adviser in its London-based team in a move to bolster its business and to continue serving US residents.
Evercore hires six managers from Wells Fargo wealth management unit
New York-based Evercore Wealth Management has hired six portfolio and asset managers from Wells Fargos Minneapolis-based wealth- management business unit, Lowry Hill that manages $5bn of assets from four offices.
Lexington Wealth Management hires new client relationship manager
Lexington Wealth Management has hired Karen Van Voorhis as a client relationship manager as it moves its offices in Lexington.
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Deutsche Bank PWM appoints new relationship manager
Deutsche Bank Private Wealth Management (PWM) has appointed Chris Hocking as relationship manager and team leader at its London office to focus on leveraging the firms lending offering and the private institutional client platform.
Legal & General partners with Investec to promote its mortgage proposition
Legal & General Group, a provider of risk management products, has formed a new partnership with Investec Specialist Private Bank to promote its mortgage proposition to its high net worth clients.
Sarasin-Alpen gets CMA approvals to offer Islamic banking services in Oman
Sarasin-Alpen, a subsidiary of Switzerland’s Bank Sarasin & Co, has received approvals from the Capital Market Authority (CMA), Sultanate of Oman, to market Islamic securities, products and services to its clientele, along with its existing advisory services in private banking.
NGAM acquires controlling interest in Darius Capital
Natixis Global Asset Management (NGAM), part of Natixis, has acquired a controlling interest in Darius Capital Partners, a Paris-based investment advisory and research firm.
Kleinwort Benson names head of strategic wealth planning
Kleinwort Benson, a UK-based provider of wealth management services, has named Marianne Kafena as head of strategic wealth planning effective November 2011.