All articles by BBR Staff
BBR Staff
Wunderlich Securities to buy five branches from RBC Wealth Management
Wunderlich Securities, a Tennessee-based full-service brokerage firm, has signed an agreement to acquire RBC Wealth Management’s five private client group branches, increasing market presence to 21 offices in 12 states.
Barclays Wealth expands Investment Advisory team
Barclays Wealth has appointed Sarah Green as new vice president within the Investment Advisory team.
Barclays hires new head of Wealth Advisory in Asia Pacific
Barclays Wealth has appointed Thelma Kwan as new head of Wealth Advisory in Asia Pacific.
BNP Paribas strengthens Wealth Management team
BNP Paribas Wealth Management has appointed Remi Frank as head of the Ultra-High-Net-Worth Individuals (UHNWI) and Independent Wealth Managers segments, as part of its strategy to strengthen the business line’s governance structure.
Scotiabank restructures business lines, senior management
Canada-based Scotiabank has reorganized its organizational structure and made a series of executive appointments to capitalize on growth opportunities.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Ladenburg Thalmann completes acquisition of Premier Trust
Ladenburg Thalmann Financial Services has completed its acquisition of Premier Trust, a provider of wealth management services.
BNY Mellon acquires I(3) Advisors in Canada
BNY Mellon has completed the acquisition of I(3) Advisors, a Toronto-based independent wealth strategy company, marking the first wealth management take over in Canada.
Sarasin-Alpen receives license from Central Bank of Bahrain
Sarasin-Alpen (Bahrain), the newly created entity of the Switzerland-based Sarasin Group, has received an Investment Business Firm Category 2 license from the Central Bank of Bahrain (CBB) to offer advisory services to wealthy private clients.
UBS hires new head of wealth management Europe
UBS has appointed Jakob Stott as new head of UBS Wealth Management Europe. He will take the responsibility for UBS’s onshore wealth management business in Europe on October 1, 2010.
Stifel Financial Q2 Net Income Increases
Stifel Financial has posted a net income of $21.1m, or $0.60 per diluted share, for the second quarter ended June 30, 2010, compared to $15.8m, or $0.51 per diluted share, in the same quarter last year.