All articles by BBR Staff
BBR Staff
BNY Mellon To Acquire I(3) Advisors
BNY Mellon has signed an agreement to acquire Toronto-based wealth advisory company I(3) Advisors which has more than CAD3.5bn in assets under advisement.
RBC Acquires Third Party RIA Servicing Business Of JP Morgan Securities
Royal Bank of Canada (RBC) has completed the acquisition of the JP Morgan Securities’ third party registered investment advisor business identified as ‘IAS’.
Barclays Wealth Hires New Chief Risk Officer For Asia Pacific
Barclays Wealth, the global wealth management division of Barclays, has appointed Urban Wilde as new managing director and chief risk officer for Asia Pacific. The appointment is effective from August 2, 2010.
Barclays Wealth Appoints New Chief Investment Officer
Barclays Wealth has appointed Aaron Gurwitz as its new chief investment officer and head of research, economics and strategy, and Kevin Gardiner as head of global investment strategy.
Rothschild Appoints New CEO Of North America
Rothschild Group has appointed Jim Lawrence as CEO of Rothschild North America (RNA). David Rothschild will continue as executive chairman of RNA.
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Barclays Wealth Appoints New Wealth Management Head For Americas
Barclays Wealth has appointed Steve Houston as new head of wealth management for Americas. He assumes the position from Jack Petersen, who will become an investment representative in the Barclays Wealth New York office.
CA Bancorp To Sell Interest In Charter REIT To IGW
CA Bancorp, a Canada-based merchant bank, has entered into an agreement to sell all of its units in the capital of Charter Real Estate Investment Trust (Charter REIT) to IGW Public Limited Partnership, an affiliate of League Assets, at a sale price of $1.45 per unit.
Morgan Stanley Private Wealth Management Expands Latin American MarketsCoverage
Morgan Stanley Private Wealth Management has hired a team of four investment professionals to serve ultra-high net worth clients in Latin American nations Venezuela and Colombia.
Virginia Commerce Bank Selects Infinex Investments To Enhance Wealth Management Services
Virginia Commerce Bank has chosen Infinex Investments as its new broker-dealer to enhance its offerings of investment solutions. In addition to this new relationship, it has expanded its team by adding the talents of two senior brokers.
PFP Group Selects SEI Investments To Provide Global Wealth Services
PFP Group, a UK-based provider of financial planning and wealth management solutions, has selected SEI Investments Company, a US-based provider of outsourced asset management, investment processing and investment operations solutions, to provide Global Wealth Services.