All articles by Verdict Staff
Verdict Staff
Stellar AM launches new portfolio to minimise inheritance tax obligations
UK-based Stellar Asset Management (Stellar AM) has launched an Aim Isa portfolio to help investors reduce inheritance tax obligations while gaining exposure to the UK’s smaller companies.
Wealthcare sings strategic agreement with NewSpring Holdings
Wealthcare Capital Management has signed a definitive merger agreement in which the company will be acquired by NewSpring Holdings, a private equity investment company located in Radnor, Pennsylvania.
Rothschild Capital Partners appoints strategic development director
Rothschild Capital Partners, a US-based privately held investment management firm, has appointed John M Pohlad as director of strategic development.
Kinetic Partners unveils AIFMD Hedge Fund Depositary Due Diligence checklist
Kinetic Partners has unveiled its ‘AIFMD Hedge Fund DD checklist’.
Chase de Vere forays into HNW market
British advisory firm Chase de Vere has set up a specialist unit to serve high-net-worth (HNW) clients and has promoted Darren Pearce to lead the new unit.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Acuma to expand into Hong Kong
UAE-based wealth management firm, Acuma, is planning to expand their business across the Asia Pacific region. Their first step is to officially launch in Hong Kong next week.
Citi Private Bank appoints new head of US equities
Citi Private Bank has appointed Rob Jasminski as managing director and head of US equities at its investment management unit.
Manulife Holdings Berhad to acquire MAAKL Mutual
Manulife Holdings Berhad (MHB), part of Canada-based Manulife Financial, has signed an agreement with MAA Group Berhad and other shareholders to acquire 100% of its subsidiary MAAKL Mutual Bhd (MAAKL).
China Bank begins modernisation
With the support of a new wealth management system, developed by Sopra Banking Software, China Banking Corporation will update and modernise its private banking business for high-net-worth individuals.
Global gold market resilient amidst slower quarter: World Gold Council
The latest World Gold Council Gold Demand Trends report, which covers the period July-September 2013, highlights the resilience of the global gold market in what is traditionally a slower quarter for gold demand.