All articles by Verdict Staff
Verdict Staff
Wealth level of investor and advisor usage related: Spectrem study
There is a relationship between wealth level and advisor usage, according to Spectrem’s report Affluent Market Insights 2014.
RBC Investor & Treasury Services names new MD in Switzerland
RBC Investor & Treasury Services has named Pascal Thorens as new managing director in Switzerland, replacing Marco Siero.
Capital raised by unlisted infrastructure funds is increasingly concentrated among fewer managers in Q1 2014: Preqin
The quarterly research from Preqin shows that although only five unlisted infrastructure funds closed in Q1 2014, the aggregate capital raised represents a solid quarter, with the total capital secured exceeding the amount raised in Q2 or Q3 2013, but falling short of the $20.4bn raised by the 22 funds which closed in Q4 2013.
Peapack-Gladstone Bank names new senior managing director for wealth
Peapack-Gladstone Bank has named Peter Wallburg to as new senior managing director for wealth.
More than half believe wealthy starts at £10m or more: Oracle Capital
More than 55% of people believe that to be deemed wealthy today you need to be worth more than £10 million, according to a survey by Oracle Capital Group.
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Singapore’s sovereign wealth fund opens new office in Brazil
GIC, Singapore’s sovereign wealth fund, has opened a new office in Sao Paulo, Brazil to focus on investment opportunities in Latin America.
Abbot Downing opens new wealth office in New York
Abbot Downing, a part of Wells Fargos Wealth, Brokerage and Retirement group, has opened a new wealth office in New York.
Arthur J. Gallagher acquires Oval Group for £199 million
Arthur J. Gallagher has acquired The Oval Group (Oval), a UK-based brokerage and financial services firm, for approximately £199 million.
DFM publishes final version of standard for issuing, acquiring and trading Sukuk
Dubai Financial Market (DFM) has officially published the final version of its ‘Standard for Issuing, Acquiring, and Trading Sukuk’, the first of its kind comprehensive standard.
Folkestone purchases Maxim Asset Management
Australian real estate funds manager Folkestone has purchased Maxim Asset Management, a boutique real estate funds management firm that specializes in investing in listed real estate securities and high yield real estate debt.