Mitch Cox

• Advisors on the Go: Barclays Adds 3, Baird Picks Up 2 and Raymond James Hires 1

  By Janet Levaux, AdvisorOne  |  October 5, 2011

  Barclays Wealth said Wednesday that it had hired three advisors for its Latin American ultra-high-net-worth operations, while Baird announced on the same day that it had picked up two advisors in San Francisco. On Monday, Raymond James employee-channel added a top producer in Houston.

• Barclays Wealth Adds 6 FAs from Merrill, Morgan Stanley & Goldman

  By Janet Levaux, AdvisorOne  |  July 1, 2011

  The new advisors join Barclays Wealth with about $1.1 billion in assets and $26 million in trailing 12-month fees and commissions.

• 

  Barclays Gains 5 FAs From Morgan Stanley, UBS, Other Firms

  By Janet Levaux, AdvisorOne  |  May 18, 2011

  The advisors joining from J.P. Morgan, Goldman Sachs, UBS and Morgan Stanley have some $18 billion assets and $35 million in annual production.

• 

  Barclays Adds 14 Advisors With $4 Billion in Assets From Merrill, UBS and Other BDs

  By Janet Levaux, AdvisorOne  |  March 17, 2011

  The new investment advisors also join from JP Morgan, HSBC, Credit Suisse, Northern Trust and Thomas Weisel Partners on the East and West coasts.

• Barclays Wealth Adds 7 Advisors, 1 Branch Manager

  By Janet Levaux, AdvisorOne  |  December 7, 2010

  Advisors and branch manager join from UBS, Bernstein, Wilmington Trust, JP Morgan and Hotchkiss

• Barclays Wealth Taps Merrill's General Counsel, Other Execs

  By Janet Levaux, AdvisorOne  |  September 24, 2010

  Donald Gershuny joins from BofA-Merrill Lynch, while Peter Reynolds comes to the firm from RBS Americas and Caroline Simko from Alliance Bernstein.

• Barclays Wealth Names Merrill’s General Counsel, Other Execs

  By Janet Levaux, AdvisorOne  |  September 23, 2010

  Donald Gershuny joins from BofA-Merrill Lynch, while Peter Reynolds comes to the firm from RBS Americas and Caroline Simko from Alliance Bernstein.

• Barclays Wealth Hires Banking Chief from UBS

  By Janet Levaux, AdvisorOne  |  September 21, 2010

  Earlier this year, Barclays Wealth said it planned to invest more than $1 billion globally--on top of an already planned $500 investment--to "transform itself from a top 10 wealth manager to a top tier wealth manager."

• Barclays Wealth Hires UBS Banking Chief

  By Janet Levaux, AdvisorOne  |  September 20, 2010

  David Lewis reports to Paul Morton, managing director and head of capital markets, operating platforms and business development.

• Barclays Wealth Adds Advisors From Morgan Stanley

  By Janet Levaux, AdvisorOne  |  June 17, 2010

  Barclays Wealth, which bought part of Lehman Brothers, now has about 250 advisors in the Americas.