All articles by BBR Staff
BBR Staff
Premier Asset Management selects SEI to offer investment processing services
Premier Asset Management has selected SEI to provide investment processing services through its Global Wealth Services (GWS) solution.
Julius Baer acquires 30% stake in Brazilian wealth manager GPS
Swiss private banking group Julius Baer has acquired 30% state in Sao Paulo-based independent wealth manager GPS, which includes GPS Planejamento Financeiro and CFO Administracao de Recursos.
Societe Generale Private Banking appoints new CIO for Middle East
Societe Generale Private Banking has appointed Philippe Boutron as new regional chief investment officer (CIO) for Middle East.
Evercore Wealth Management appoints managing director
Evercore Wealth Management, a subsidiary of New York-based Evercore Partners, has appointed Randy Hustvedt as new managing director and wealth advisor.
Bank Sarasin urges stronger focus on Islamic Financial Planning
Bank Sarasin, a Switzerland based private bank, in its second annual Islamic Wealth Management Report, has urged the Islamic banking community to take a stronger focus on Islamic Financial Planning.
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Barclays Wealth hires new North Asia head
Barclays Wealth has appointed Pakorn Boonyakurkul, a former managing director at HSBC Private Bank, as new managing director, head of North Asia, effective 3 May 2011.
Julius Baer to pay EUR50m to close tax probe in Germany
Swiss private bank Julius Baer Group has agreed to pay German authorities EUR50m to close a tax probe over undeclared client assets.
Tactico acquires money-management firm Westmount Markets
Canadian financial services advisory firm Tactico has acquired Montreal-based money-management firm Westmount Markets.
Pointon York acquires two SIPP companies from EFG Private Bank
Pointon York SIPP Solutions, a wholly owned subsidiary of Pointon York Group, has acquired two self?invested personal pensions (SIPP) companies from EFG Private Bank.
Deutsche Bank Private Wealth Management appoints new head of capital markets for Americas
Deutsche Bank Private Wealth Management (PWM) has appointed Durraj Tase as a managing director and head of capital markets for the Americas.