All articles by BBR Staff

BBR Staff

Julius Baer Appoints New CEO For Middle East Operations

Also appoints four new relationship managers to strengthen the team

Societe Generale Opens New Wealth Management Office In Bahrain

To offer wealth management services and investment solutions to high net worth individuals based in the Gulf Cooperation Council

UBS Releases Medium-term Group, Divisional Objectives

Targets CHF15 billion of annual profit before tax over the next 3-5 years

Iron Capital Launches Wealth Management Service

To offer financial advisory services to high net worth individuals

Former Wall Street Financial Advisor Launches Celestial Wealth Management

To address the need for independent and unbiased wealth management solutions for investors

State Street Expands Wealth Management Services

By adding State Street Wealth Connect solution that provides access to services for the high net worth market

Macquarie To Acquire Blackmont Capital

Provides Macquarie with an established and growing Canadian wealth management platform

Morgan Stanley Exceeds Q3 Forecasts

Net revenues for the quarter were $8.7 billion, compared with $5.4 billion in the second quarter

Wells Fargo Reports Record Q3 Profit

Riding on the acquisition of Wachovia, which is adding value to its customers across the North America

RBC To Acquire JP Morgan’s Third Party Registered Investment Advisor Servicing Business

Move expands RBC wealth management’s advisor services platform