IAI Review.org » Entries tagged with "Barclays Wealth"
Barclays Wealth names Joseph Danowsky as Americas head of solutions
Barclays Wealth has appointed Joseph Danowsky as a managing director and head of solutions for the Americas. In this new role, Danowsky is responsible for delivering solutions on stock-related holdings to high net worth individuals as well as corporations, venture capital, and private equity funds. He reports to Paul Morton, Head of Capital Markets, Operating Platforms and Business Strategy for Barclays Wealth in the Americas. “Helping clients manage restricted and concentrated stock positions is a critical capability; … Read more »
Barclays Wealth inaugurates national US trust company in Delaware
Barclays Wealth has inaugurated a national US trust company based in Delaware, Barclays Wealth Trustees (US). Leveraging the strength of its wealth advisory business, the new US trust business presents an important addition to Barclays Wealth’s client service offering in the Americas. “This is an exciting time in our development and we are proud to be investing in the US and expanding our global trust services proposition with the recent opening of a Delaware US trust … Read more »
Barclays Wealth appoints investment representatives in New York and Philadelphia
Barclays Wealth has appointed three teams of investment representatives in its New York and Philadelphia branch offices, as the firm continues its regional growth. “The addition of these very high calibre teams demonstrates that the significant global investment we’re making in our business continues to be a magnet for top performing advisors in the Americas,” says Mitch Cox, head of Barclays Wealth, Americas, and head of research and investments globally for the firm. In New York, … Read more »
Barclays Wealth appoints David Lewis as head of banking, Americas
Barclays Wealth has named David Lewis as managing director and head of banking, Americas. In this newly created position, Lewis is responsible for the regional banking platform. He leads the continued build-out of the firm’s regional banking products and services, such as cash management, credit and debit cards, transactional banking, savings accounts and client household programmes. Lewis says: “It is exciting to join Barclays Wealth at a time when they are so invested in the growth … Read more »
Barclays Wealth appoints investment representatives in Atlanta
Barclays Wealth, the wealth manager and adviser, has appointed Don Milich and Clifford Wang as investment representatives in the Atlanta office as part of its continued growth in the US. They will report to Linda Eydt, regional manager for Atlanta. Milich, a director, brings more than 25 years of wealth management experience to Barclays Wealth. Wang, a vice president, has over 11 years of industry experience. Milich and Wang join from Morgan Stanley Private Wealth Management. … Read more »
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