All articles by BBR Staff
BBR Staff
Barclays Wealth Appoints New Head For Ultra High Net Worth UK, EMEA
Barclays Wealth, a wealth management division of Barclays, has appointed Stefanie Drews as new managing director and head of Ultra High Net Worth (UHNW) UK & EMEA.
Societe Generale Names New Head For Abu Dhabi Representative Office
Societe Generale has appointed Gonzague de Cerval as head of its representative office in Abu Dhabi, which was created in 2008.
Societe Generale Strengthens Latin American Private Banking Team
Societe Generale Private Banking has appointed William Birkbeck as deputy to the global market manager, to strengthen its teams dedicated to wealthy Latin American clients.
UBS Wealth Management Americas Partners With Richard Bernstein Advisors
UBS Wealth Management Americas has entered into a strategic partnership with Richard Bernstein Advisors (RBA), an investment adviser to offer its clients with access to RBAs insight into asset allocation.
Barclays Wealth Appoints Head Of London Turkey Team
Barclays Wealth has appointed Cem Pensoy as a senior banker and head of the London Turkey team reporting into Henry Fischel-Bock, head of international private bank, London and Esra Turk, head of Turkey.
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Barclays Wealth, SMBC Form JV To Offer Wealth Management Services In Japan
Barclays Wealth, Sumitomo Mitsui Banking Corporation (SMBC), and Nikko Cordial Securities, a wholly-owned subsidiary of SMBC, have signed a joint venture (JV) agreement to provide wealth management services to high net worth individuals in Japan.
RHJI Completes Acquisition Of Kleinwort Benson From Commerzbank
Belgium-based RHJ International (RHJI) has completed the acquisition of British private banking firm Kleinwort Benson from Commerzbank after having received all necessary regulatory approvals.
City National Names New VP For Private Client Banking Services In San Francisco
City National Bank, a wholly owned subsidiary of City National Corporation, has appointed Bill Podger as vice president and senior private banker in its San Francisco private client services office.
Hong Kong Securities Regulator Resolves Compliance Concerns With Julius Baer
The Securities and Futures Commission (SFC) of Hong Kong has resolved its compliance concerns with Swiss banking firm Julius Baer. Under the resolution, the SFC reprimanded and fined Julius Baer $3m.
Insight Wealth Launches Wealth Management Firm In Texas
Insight Wealth Partners has launched an independent wealth management and advisory firm, headquartered in Plano, Texas to provide comprehensive financial planning and investment management expertise.