All articles by Verdict Staff
Verdict Staff
MacKenzie rebrands financial practice to PFW Advisors
Financial advisor Scott MacKenzie has renamed his financial practice to PFW Advisors (Private Family Wealth Advisors).
Hong Kong’s Securities and Futures Commission bans Ivy Kiu Koon Yee for life
The Securities and Futures Commission (SFC) of Hong Kong has banned Ms Ivy Kiu Koon Yee from re-entering the industry for life (Note 1).
Conning AM appoints new portfolio manager in London
Conning Asset Management (Conning AM) has appointed Ben Hamilton as a portfolio manager to its London team.
Psigma teams up with City Financial for high yield fund launch
Psigma Investment Management has partnered with City Financial to introduce City Financial High Yield Opportunities fund exclusively for Psigma clients.
People’s United Bank appoints new senior executive vice president wealth management
People’s United Bank has appointed Galan Daukas as senior executive vice president, responsible for its wealth management business.
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BNP Paribas appoints head of strategic planning, brand and communications
As part of its plan to solidify the business growth in Asia, BNP Paribas Wealth Management announces today the appointment of Helene Li as Managing Director, Head of Strategic Planning, Brand and Communications for Asia Pacific, reporting to Mignonne Cheng.
Several Swiss regional banks agree to join US tax probe
Several Swiss cantonal banks have agreed will to take part in US tax probe brokered by the Swiss and US governments.
Lombard Odier unveils sterling-hedged share classes in UK
Lombard Odier Investment Managers has unveiled sterling-hedged clean fee share classes in the UK retail investment market.
Vistra acquires HVK Family Office Services in Netherlands
Vistra, a Luxembourg-based corporate services group, has acquired HVK Family Office Services (HVK FOS), part of Netherlands-based consultancy HVK.
OppenheimerFunds announces new leadership team to drive next phase of growth
OppenheimerFunds (OFI) has announced that Arthur P. Steinmetz will be appointed chief executive officer effective July 1, 2014.