All articles by BBR Staff
BBR Staff
Northern Trust strengthens wealth advisory team in Northeast
Northern Trust, a provider of financial services for institutions and affluent individuals, has expanded the capabilities and increased advisory staff in the Northeastern US, with four new executives.
RBS coutts hires new head for NRI, South Asian business
RBS Coutts, the international private banking arm of the Royal Bank of Scotland Group (RBS), has hired Santosh Keni as new head of the Non-Resident Indian (NRI) and South Asia business in the Middle East.
Banyan Partners buys Colonial Wealth Management
Banyan Partners, an investment adviser, has acquired Boston-based independently owned, wealth management firm Colonial Wealth Management.
SEI Investments extends middle-office services
SEI Investments Company has extended its array of middle-office services by enhancing its asset pricing and valuation validation solution for investment managers.
Mariner Wealth Advisors acquires CBIZ Wealth Management
Mariner Wealth Advisors, a US-based the wealth management firm, has acquired the individual wealth management firm formerly associated with CBIZ, known as CBIZ Wealth Management.
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Standard Life Wealth opens office in Birmingham, UK
Standard Life Wealth, a provider of investment management services and a subsidiary of Standard Life, has opened a new office in Birmingham and appointed five executives for the new office.
RBC completes acquisition of Fortis Wealth Management Hong Kong
Royal Bank of Canada (RBC) has closed the acquisition of the wealth management business of Fortis Wealth Management Hong Kong, consisting of approximately 50 client-facing professionals.
Julius Baer obtains banking license from Hong Kong regulator
Switzerland-based private banking group Julius Baer has received a banking license from the Hong Kong Monetary Authority, allowing the bank to expand capabilities within Asia, the banks second home market.
Bank Sarasin appoints new chief investment officer Asia
Switzerland-based Bank Sarasin & Co has appointed Michael Coglin as a new managing director and chief investment officer Asia.
Clariden Leu opens representative office in Abu Dhabi
Swiss private bank Clariden Leu has expanded its strategic presence in the Middle East by opening a licensed representative office in Abu Dhabi.