All articles by Verdict Staff
Verdict Staff
Citi Private Bank expands UHNW capital market client team in North America
Citi Private Bank has appointed Adam Gross and John-Paul Tomassetti to expand ultra-high-net-worth (UHNW) capital market client team in North America.
Private equity investors set to increase exposure to co-investments: Preqin
Preqin’s surveys with 140 private equity investors and 80 private equity fund managers worldwide reveal that private equity co-investments are becoming increasingly significant.
M&G Investments receives Type I license in Hong Kong
M&G Investments, a unit of UK-based insurance firm Prudential, has received a Type I license from Hong Kongs Securities and Futures Commission (SFC) that permits it to expand scope of its marketing activities to professional investors.
Fixed income market facing dual challenges of regulatory, technological change: TABB study
In new research, “The Future of Fixed Income: Laying the Foundations for a New Market Structure,” TABB Group says the fixed income market is facing up to the dual challenges of regulatory and technological change driving a wholesale shift in market structure.
Georgia, Germany amend double taxation avoidance agreement
Georgian Finance Minister Nodar Khaduri and German Ambassador to Georgia Ortwin Hennig have inked two agreements including a financial cooperation and a protocol on amending the agreement on avoidance of double taxation.
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Millionaire households back to pre-recession levels: Spectrem
Spectrem Group has announced in our annual Affluent Market Insights Report-2014 that the levels of wealthy households in the country has returned to pre-recession levels and beyond.
Raymond James appoints new COO for private client group
Raymond James Financial has appointed Tom Walrond as the new COO and senior vice president for its employee broker/dealer subsidiary Raymond James & Associates (RJA) Private Client Group.
FINRA hits Triad Advisors and Securities America with US$1.2 million fine over reporting violations
The Financial Industry Regulatory Authority (FINRA) has sanctioned and fined two firms — Triad Advisors and Securities America — US$650,000 and US$625,000, respectively, for failing to supervise the use of consolidated reporting systems resulting in statements with inaccurate valuations being sent to customers, and for failing to retain the consolidated reports in accordance with securities laws.
ILS Asia, Standard Wealth partner to offer asset protection products to Chinese client
Standard Wealth and ILS Asia have agreed to sign an agreement to supply overseas Trusts to the Chinese market.
Europe fixed-income investment strategies big winners in 2013: eVestment
eVestment has just released its European Investor Report highlighting trends in and insights on the traditional investment arena in 2013.