All articles by BBR Staff
BBR Staff
United Overseas Bank launches new wealth management service Privilege Reserve
Singapore-based United Overseas Bank (UOB) has introduced a new wealth management service called as Privilege Reserve for high net worth individuals (HNWIs) with more than SGD2m in investable assets, and redefined its wealth management business.
BNY Mellon appoints new senior investment strategist in Investment Strategy & Solutions Group
BNY Mellon Asset Management has named Rumi Masih as a senior investment strategist in the Investment Strategy & Solutions Group.
John Thomas Financial hires new president for wealth management affiliate
John Thomas Financial, a New York based broker-dealer and investment banking firm, has appointed Richard Urbealis as new president of its affiliate company, JTF Private Wealth Management.
Wealthcare Capital appoints new managing director for global client group
Wealthcare Capital Management, a provider of wealth management advisory services and systems, has appointed Perry Chesney as senior managing director of its global client group and member of its executive committee.
SEI says objectivity key to wealth managers, investors relationship
Objectivity is the key to establish a relationship-oriented business between the wealth managers and investors, according to the research report titled ‘Objectivity and the Client Experience’ released by SEI.
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JO Hambro Capital Management acquires investment boutique Silver Metis
JO Hambro Capital Management has acquired Singapore-based investment boutique Silver Metis Capital Management, which specializes in Asian stocks.
HSBC Qatar hires new private banking head
HSBC has appointed Talal Alghalib as new market head of private banking in Qatar, who has more than a decade of experience in the financial advisory services.
Barclays Wealth boosts Asian ultra high net worth presence
Barclays Wealth has appointed Carole Cheung as new managing director, senior client partner, to manage relationships of ultra high net worth clients in Asia, effective 3 May 2011.
Aberdeen Asset Management H1 pre-tax profit surges
Aberdeen Asset Management has reported a pre-tax profit of £109.1m for the six months to 31 March 2011 compared to £59.5m a year ago.
SunGard launches wealth management platform in Asia-Pacific
SunGard, an IT services firm, has launched its wealth management platform, WealthStation, in Asia-Pacific, to provide the regional financial advisor industry with tools to help them acquire, retain and service clients.