All articles by BBR Staff
BBR Staff
Aspiriant acquires Deloitte Investment Advisors
Aspiriant, a San Francisco-based independent wealth management firm, has completed the acquisation of Deloitte Investment Advisors (DIA), a fee-only registered investment advisory group owned by Deloitte Tax.
UBS appoints co-chairman, co-CEO of Asia Pacific
UBS has appointed Alex Wilmot-Sitwell as co-chairman and co-CEO of Asia Pacific. He will lead the region together with Chi-Won Yoon, current chairman and CEO for Asia Pacific.
CNinsure venture into wealth management business with Shanghai Puyi
CNinsure, a China-based independent insurance intermediary company, has signed a joint venture agreement with Shanghai Puyi Investment Consulting to expand into wealth management market in China.
Barclays Wealth names new of head of Global Research & Investments Marketing
Barclays Wealth has named Caroline Simko as managing director and head of Global Research & Investments Marketing.
Barclays Wealth appoints new head of banking for Americas
Barclays Wealth has appointed David Lewis as managing director and head of banking for Americas.
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UBS hires new head of Wealth Management Switzerland
UBS has appointed Christian Wiesendanger as new head of Wealth Management Switzerland with effect from 1 October 2010.
RBC hires deputy chairman for Wealth Management UHNW – International
Royal Bank of Canada (RBC) has appointed Michael Lagopoulos as new deputy chairman of its Wealth Management, Ultra High Net Worth (UHNW) – International, as part of accelerating the growth of its international business.
Barclays Wealth makes senior hires in Americas
Barclays Wealth has appointed two senior executives for the Americas, based in New York, as part of expansion in the region.
Barclays Wealth appoints new head of International Direct
Barclays Wealth has appointed Nigel Riley as new head of Barclays Wealth International Direct.
Barclays Wealth appoints new head of Banking, Americas
Barclays Wealth has appointed David Lewis as new managing director and head of Banking, Americas.