All articles by BBR Staff
BBR Staff
Close Brothers to buy Cavanagh for £26m
Investment banking and fund management group Close Brothers has agreed to buy financial advisers Cavanagh for around £26m.
Morgan Stanley opens Private Wealth Management branch in Chennai
Morgan Stanley has opened a Private Wealth Management (PWM) branch in Chennai, its second location in South India.
DST Global Solutions releases new version of Bluedoor wealth management system
DST Global Solutions, a provider of Investment Management software and services, has released new version of its Bluedoor wealth management system for investment administration and registry.
Fisher Funds to buy KiwiSaver business of Huljich Wealth Management
New Zealand-based funds and investment manager Fisher Funds has agreed to buy the KiwiSaver business run by Huljich Wealth Management, for an undisclosed sum.
Rothschild appoints new head ultra wealthy clients division
Rothschild Private Banking & Trust has appointed Riccardo Petrachi as head of its ultra high net worth clients division, a newly-created role.
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Eaton Vance acquires assets of Pelican Investment Management
Eaton Vance has acquired the assets of Pelican Investment Management, a wealth and investment advisory services firm.
BlackRock appoints new head of US & Canada Institutional business
BlackRock has appointed Edwin Conway as managing director and head of the company’s US and Canada Institutional business within the Global Client Group.
US Capital Advisors appoints new managing director
US Capital Advisors, a Texas based provider of wealth management solutions to high net worth individuals and institutional clients, has appointed Michael McConnell as its new managing director.
Lift-Financial buys Edinburgh-based Balfour Wealth Management
Chartered financial planning firm Lift-Financial has acquired Edinburgh-based Balfour Wealth Management for an undisclosed amount.
Australian fund manager outsources middle office services to Northern Trust
QIC, an Australia-based investment solutions provider, has outsourced its middle office functions to Northern Trust, while retaining incumbent custodian NAB Asset Servicing for back office services.