All articles by Verdict Staff
Verdict Staff
deVere Group to open new office in New Zealand
Financial advisory firm deVere Group is set to open a new office in the financial hub of Auckland, New Zealand in January 2017.
Orrstown Financial Services closes Wheatland Advisors acquisition
Orrstown Financial Services, the parent of Orrstown Bank, has wrapped up the acquisition of Lancaster, Pennsylvania-based Wheatland Advisors, for an undisclosed sum.
Stanford Investment Group to merge with Aspiriant
Stanford Investment Group, a Silicon Valley-based wealth advisory firm, has agreed to merge with Los Angeles-based wealth management firm Aspiriant.
U.S. Bank appoints new wealth management, securities services division vice chairman
U.S. Bank, a subsidiary of U.S. Bancorp, has appointed Gunjan Kedia as vice chairman of its wealth management and securities services division.
Rowan Dartington names director for north UK
British wealth manager Rowan Dartington has hired Bryan Parkinson as regional director for the north of the UK.
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Columbia Threadneedle hires EMEA CEO
Columbia Threadneedle Investments has named Michelle Scrimgeour as its new CEO for Europe, the Middle East & Africa (EMEA), replacing Campbell Fleming who left earlier in 2016 to join Aberdeen Asset Management.
Goldman Sachs spined-off Australian fund platform to be renamed as Yarra Capital
Following the management buyout, Goldman Sachs Asset Managements (GSAM) equity and fixed income business in Australia will be rebraded as Yarra Capital Management.
Trust Company of America introduces tax harvesting feature
Trust Company of America (TCA), a provider of technology, custody and practice management support for registered investment advisers (RIAs), has rolled out a tax harvesting feature on its account management platform.
The end-to-end efficiency guide: Whitepaper highlights
Key findings of the recently launched whitepaper End-to-End Efficiency: Highlighting crucial bottlenecks for private banks in Singapore and how they can be eased out’ – written by Private Banker International and sponsored by DTCC – highlight how best to mitigate challenges arising from evolving regulatory demands, rising cost-income ratios and increasing complexities on numerous levels.
Aston Hill, Front Street, Tuscarora Capital combine to create new asset manager
Aston Hill Financial has combined with Front Street Capital 2004 (FSC) and Tuscarora Capital to create a new independent asset management company, called LOGiQ Asset Management.