All articles by Verdict Staff
Verdict Staff
Wilmington Trust names new MD of wealth advisory in Delaware
Wilmington Trust has hired Anthony Lunger as new managing director for wealth advisory in the Delaware market.
JPMorgan to pay $614 million in US mortgage fraud case
JP Morgan Chase & Co. has reached a settlement with the United States Attorney’s Office for the Southern District of New York, the Federal Housing Administration (FHA), the United States Department of Housing and Urban Development (HUD) and the United States Department of Veterans Affairs (VA) resolving claims relating to the Firm’s participation in federal mortgage insurance programs overseen by FHA, HUD and VA.
Smith & Williamson partner departs
Smith & Williamson’s partner and private client manager Peter Lowe has quit the firm after a spell of 19 years.
Senior management increasing efforts globally to combat money laundering: KPMG
Attention being paid by senior management to money laundering challenges is at an all time high according to a KPMG International report.
Harbour Asset Management strengthens investment management team
New Zealand-based Harbour Asset Management has appointed Shane Solly as its new fund manager, effective from the end of March.
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ACTEC Wealth Advisor App offers powerful planning tool for wealth management professionals
The American College of Trust and Estate Counsel (ACTEC) is a national association of leading trust and estate attorneys.
UCB signs memorandum of understanding with Vanguard Asset Management
United Commercial Bank (UCBL) has signed a memorandum of understanding (MOU) with Vanguard Asset Management (VAML) to expand future business opportunities between the firms.
The Carlyle Group completes acquisition of Diversified Global Asset Management
Global alternative asset manager The Carlyle Group has completed the acquisition of Diversified Global Asset Management Corporation (DGAM), a global manager of hedge funds with more than US$6.7 billion in managed and advised assets.
Vanguard restructures Asia-Pacific investment team
Vanguard has named Rodney Comegys as new head of Investments Asia-Pacific and head of Equity Investment Group Asia-Pacific, replacing Gregory Davis.
Bank of the West Wealth Management expects equities to dominate in 2014
As the economy shows positive signs of an active recovery for the first time in six years and all eyes are on the Federal Reserve and Congress, the Investment Advisory & Management team (IA&M) of Bank of the West’s Wealth Management Group shared its investment commentary for 2014.