All articles by Verdict Staff
Verdict Staff
BOK Financial to buy MBM Advisors
BOK Financial has agreed to acquire MBM Advisors, a Houston-based independent, full service retirement and pension plan investment firm and SEC registered investment adviser.
Banner Bank signs partnership agreement with Coldstream Capital Management
Banner Bank, a wholly owned subsidiary of Banner Corporation, has signed a partnership agreement with Coldstream Capital Management.
Scotiabank’s global wealth and insurance division records 15% rise in Q1 income
Scotiabank’s global wealth and insurance division has reported net income attributable to equity holders of C$327 million for the first quarter of fiscal 2014, an increase of C$42 million or 15% from the same quarter last year.
BNY Mellon names new Asia-Pacific head of global client management
BNY Mellon has hired Gregory Roath as new Asia-Pacific head of global client management, replacing Eleni Wang.
Goldman Sachs equities sales head to retire
Goldman Sachs Group’s global head of equity sales Enrico Gaglioti is set to retire from his position after a spell of 16 years.
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Raymond James & Associates to open new office in California
Raymond James & Associates is set to open a new office in Beverly Hills, California, on 17 March 2014.
Rabobank appoints new vice president for wealth arm
Dutch multinational financial services firm Rabobank has appointed Paul Tozzi as new vice president and senior trust officer for its wealth management division.
Credit Suisse to step up lending in Asia to lure wealthy clients -report
Credit Suisse’ Asian unit is reportedly planning to increase lending to first-generation business owners as part of its strategy to increase private banking services to the wealthy people in emerging markets as it scales back other private and investment-banking businesses.
BRI Wealth Management selects Third Financial for wealth management platform
UK-based BRI Wealth Management has selected Third Financial’s Tercero Wealth Management platform to support its growth strategy.
World Bank’s IFC issues RMB1 billion London-listed bond
The International Finance Corporation (IFC), an arm of World Bank, has issued an RMB-denominated bond worth RMB1 billion (US$162 million) listed in London.