All articles by BBR Staff
BBR Staff
BMO Harris Private Banking appoints new vice president for Atlantic Canada
BMO Harris Private Banking has appointed Rick Thomson as vice-president & market leader for Atlantic Canada.
Scotiabank to purchase The WaterStreet Group
Scotiabank has entered into an agreement to purchase The WaterStreet Group, a Canadian multi family office advisory firm, to expands its services for ultra high net worth clients.
UBS appoints new CEO for Americas
UBS has appointed Philip Lofts as CEO of UBS Group Americas and he will be succeeded as Group chief risk officer by Maureen Miskovic on 1 January 2010.
BNY Mellon Wealth Management launches two new multi-manager strategies
BNY Mellon Wealth Management has launched two new multi-manager strategies, to help grow investors assets amid slow growth, rapid change and increasing taxes in the coming years.
BNY Mellon swings to Q3 profit
Bank of New York Mellon (BNY Mellon) has reported third quarter income from continuing operations applicable to common shareholders of $625m, or $0.51 per common share, compared with a loss of $2.44bn, or $2.04 per common share, in the third quarter of 2009.
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Wunderlich Securities acquires five branches of RBC wealth management
Wunderlich Securities, a Tennessee-based brokerage firm, has completed the acquisation of five private client group branches from RBC Wealth Management.
Troika Dialog appoints new head of Private Banking
Russian investment company Troika Dialog has appointed Catherine Thibaut as head of Private Banking as a managing director.
Union Bancaire Privee appoints new head of banking activities in Luxembourg
Union Bancaire Privee (UBP) has appointed Yves Stein as the head of its banking activities in Luxembourg.
Societe Generale partners with Copal to strengthen equity research offering
Societe Generale Private Banking has partnered with Copal Partners to strengthen its existing equity research offering, specifically designed for high net worth clients.
State Street adds new capabilities to Wealth Connect Platform
State Street, a provider of financial services to institutional investors, has enhanced its Wealth Connect Platform to enable wealth managers focus on client service instead of infrastructure.