All articles by BBR Staff
BBR Staff
Niemann Capital Management appoints chief strategy officer
Niemann Capital Management (NCM), an investment management firm, has appointed Charles Halliday as chief strategy officer.
US prosecutors extend Swiss bank tax probe
The US prosecutors, investigating Swiss bankers role in helping wealthy Americans evade tax, have extended their tax inquiries to six more Swiss and one Liechtenstein private bank.
Switzerland, Germany near tax deal to regularise untaxed money
Germany and Switzerland are close to striking a deal to regularize untaxed money saved in secret Swiss accounts.
RBS plans 2,000 job cuts from investment banking
The Royal Bank of Scotland (RBS) is planning to slash up to 2,000 jobs from its investment banking unit in a bid to deliver more profits.
Government’s regulatory change agenda worries CEOs
Chief executives of leading Australian wealth management companies are frustrated by the uncertainty regarding the government’s regulatory change agenda, according to a survey new report.
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Swiss asset management firm UBP strengthens Asian presence with two new JV
Swiss asset management firm Union Bancaire Privee (UBP) has formed two Asian joint ventures that will spearhead growth of its asset management business in the world’s fastest-growing market.
Morgan Stanley Smith Barney establishes direct interface connection to EASi’s stock plan management solution
Morgan Stanley Smith Barney’s Global Stock Plan Services (GSPS) group has launched a second generation interface between its web site for stock plan participants and the stock plan administration platform of Equity Administration Solutions (EASi).
Hermening Advisory selects Wealth Management’s AdvisorWorks platform
Hermening Advisory Services, a subsidiary of Hermening Financial Group, has selected Netherby Wealth Management Solutions’ AdvisorWorks integrated wealth management platform.
Credit Suisse hires chief investment strategist of Private Banking Americas
Credit Suisse has hired Barbara Reinhard as managing director and chief investment strategist for Private Banking Americas.
Canaccord Financial to acquire 50% equity interest in BGF Equities
Canaccord Financial, a Canada-based independent, full-service financial services firm, has agreed to acquire a 50% equity interest in Australian independent securities advisory firm BGF Capital Group, commonly known as BGF Equities.