All articles by Verdict Staff
Verdict Staff
Phoenix Marketing International expands financial service research service program
Phoenix Marketing International has expanded its program of research studies within the financial services space with a semi-annual assessment of brands that offer wealth management and private banking services (deposit taking and payments), discretionary asset management, brokerage, limited tax advisory services and some basic concierge-type services tailored to the needs of individual private banking clients.
Former UBS advisers launches new wealth management firm in US
Former UBS advisers Timothy Kneen and Clayton Hartman have launched a new independent wealth management firm with offices in Denver, Colorado, Fort Collins, Colorado, and Sioux Falls, South Dakota.
OCC, Securities Finance Trust Company to create automated default management platform
OCC and Securities Finance Trust Company (SFTC) have announced they have developed Auction Platform Services (APS) to aid OCC with its default management process.
Argos Investment names business development head for UK
Argos Investment Managers has appointed Nick Hamwee as head of business development in UK.
BNY Mellon wins £800 million Somerfield Pension Scheme mandate
BNY Mellon, the global leader in investment management and investment services, has been appointed to provide custody and investment accounting for assets worth £800 million managed by Somerfield Pension Scheme.
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Russian, American tax officials to discuss sharing financial information report
Tax officials of Russia and US will meet next week in Paris to discuss financial information sharing regime, RIA Novosti reported quoting Russias finance minister Anton Siluanov.
Bank of Hawaii selects SunGards integrated trust and wealth solutions
Bank of Hawaii has selected SunGards InvestorsView investment management, WealthStation financial planning, and Management Data Reporting (MDR) solutions to expand its wealth management business.
Fusion Family Wealth appoints new business development head
Fusion Family Wealth has appointed Fred Gold as new head of business development for Metro New York.
FirstSouthwest deploys FolioDynamix wealth management platform
American investment bank FirstSouthwest has deployed FolioDynamix wealth management platform and advisory services for multiple investment programs.
Financial advisers begin compensation payment under FCA’s Arch cru redress scheme
Compensation has begun to be paid by financial advisers to people who invested in the CF Arch cru Investment and Diversified funds (Arch cru) as a result of unsuitable advice.