All articles by BBR Staff
BBR Staff
Umpquas Wealth Management Expands Services Through Private Bank
THe private bank to work collaboratively with the banks affiliate retail brokerage, Umpqua investments, to offer a integrated approach that meets clients financial goals
TradeStation Launches Prime Brokerage Services Division
To capitalise on the growing need of small and mid-sized hedge funds and investment advisers
Deutsche Bank Strengthens Global Prime Finance In New York
To further develop technology offering and ensure its hedge fund clients have the latest tools
Amalgamated Bank Launches Capital Services Business
To build a national franchise serving a cross-section of industries that will include consumer, distribution, education, healthcare, industrial, manufacturing, services and software
Schroders Expands Fixed Income Services
To coordinate the development of its fixed income client portfolio management capabilities
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Harris Private Bank Acquires Stoker Ostler Wealth Advisors
Harris also hired two wealth management professionals in the greater Phoenix area
Ayudhya Fund Management Completes Acquisition Of PrimaVest Asset Management
Has acquired 100% shares of PrimaVest for a total of THB101 million
ADVISORPORT Renamed As PNC Managed Investments
PNC Managed Investments provides various investment advisory and overlay services including acting as a program sponsor
Standard Life Investments Re-affirms Citi As Their Fund Services Provider
Continues to provide principle fund administration and securities services with a new five year arrangement
Citi Bags Minerva Capital Management Fund Services Deal
Citi provides with independent hedge fund valuation and administration services