All articles by BBR Staff
BBR Staff
Quilter launches new platform offering
UK-based wealth manager, Quilter has launched a new platform service, which will provide IFAs and their clients with access to a range of five model portfolios to meet adventurous, growth, balanced, income and conservative risk profiles.
Mattioli Woods acquires TCF and and its subsidiary Kudos
Leicester-based wealth manager Mattioli Woods has acquired TCF Global Independent Financial Services (TCF) and its subsidiary Kudos Independent Financial Services for a total consideration of up to £8.69m.
RBC Dexia appoints new director for its portfolio solutions
RBC Dexia Investor Services has appointed Paul Luff as director of its Portfolio Solutions as part of the expansion of its market products and services team.
CIBC completes acquisition of 41% equity interest in American Century
CIBC, a Canadian financial institution, has completed the acquisition of a 41% equity interest in American Century Investments, a US-based asset management company, for $848m in cash.
JP Morgan appoints COO for Retirement Plan Services business
JP Morgan Asset Management has appointed James Gearin as COO of its Retirement Plan Services (RPS) business.
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JP Morgan to add 51 Threadneedle funds, enhances consumer offering
JP Morgan Asset Management seeks to enhance its direct to consumer offering through its WealthManager+ platform by adding 51 funds from Threadneedle Investments to meet different investor needs.
Old National Wealth Management chooses FIS wealth management solution
Old National Wealth Management has selected Fidelity National Information Services’ (FIS) wealth management solution TrustDesk for management of its trust and wealth management offerings.
Northern Trust wins $110m services mandate for Bærum Kommune
Northern Trust has won a $110m mandate to provide global custody, securities lending, transition management, and foreign exchange services to the municipal investment fund of Bærum Kommune, a suburb of Oslo, Norway.
Vistra completes acquisition of IMC Management & Trust
Vistra (Curaçao), a provider of trust, fiduciary services, has completed the acquisition of IMC Management & Trust (Curaçao), a provider of trust services, in July 2011.
Henderson Global hires new manager for European Retail Property Fund
Henderson Global Investors has recruited Sam Cotton as the assistant European retail asset manager for its EUR930m European Retail Property Fund, also known as Herald.