All articles by BBR Staff
BBR Staff
Axa Wealth expands platform service with Whitechurch
The French global insurance group Axa Wealth has teamed up with Whitechurch Securities to offer its first risk-rated investment portfolios.
Scotiabank eyeing growth in private banking
The Canadian lender Scotiabank has predominantly been a personal and commercial bank for over 50 years in the Bahamas but it is now eyeing the growth prospects in the private banking and wealth management businesses, informed its newly appointed managing director to the media.
Redtail overtakes Microsoft Outlook for advisor CRM, says survey
The annual tech survey conducted by Financial Planning has revealed that for the first time Microsoft Outlook has been taken over by Redtail in the customer relationship management (CRM) software category this year.
Rothschilds Zurich Wealth Unit to focus on old markets
The Zurich wealth management unit of the Rothschild Group intends to focus on the established onshore European markets so as to meet its targets for increasing assets while coping with the assaults of foreign governments on Swiss bank secrecy laws.
Snowball re-brands to SFG Australia
Following the merger in early November, Australian wealth managers, Snowball and Shadforth have re-branded to SFG Australia.
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Guernsey signs cooperation agreement with Chinese banking regulator
The Guernsey Financial Services Commission (GFSC) has signed a statement of cooperation with the China Banking Regulatory Commission (CBRC).
Dynasty and Envestnet partner to build new wealth management platform
Dynasty Financial Partners and Envestnet have partnered to build a new wealth management platform geared specifically toward investment advisors with large and sophisticated clients.
Origen Financial Services to slash 17 positions
Origen Financial Services, the advisory business of leading life insurer Aegon, will slash 17 positions and relocate its Canterbury business elsewhere in Kent.
Swiss bank secrecy cannot survive in its current form, says regulator
Speaking at a British-Swiss Chamber of Commerce luncheon in Geneva, Anne Hertier Lachat, head of the Swiss Financial Supervisory Authority (FINMA) said that the world is changing and Switzerland has to change with it. Swiss bank secrecy cannot survive in its current form.
European Commission threatens to sue UK, Germany over Swiss tax deals
European Commission has threatened to sue the UK and Germany over the tax deals they signed with Switzerland, saying the deals are in breach of European Union laws that are tougher on tax evasion.