All articles by Verdict Staff
Verdict Staff
Schroders shuffles UK management
British fund manager Schroders has named Guy Henriques as the country head for its UK business.
Succession acquires education advisor Affinity
Adviser consolidator Succession Group has snapped up Affinity Independent Management and Affinity Independent Schools Consultancy in a cash and stock deal worth over £5m.
Eaton Vance to buy Calvert Investment Management
Eaton Vance has agreed to acquire the assets of Maryland-based fund manager Calvert Investment Management for an undisclosed sum.
TD Ameritrade to snap up Scottrade for $4bn
TD Ameritrade Holding has agreed to acquire online brokerage Scottrade Financial Services in a cash and stock deal worth $4bn.
President Trump How scared should we be?
Guy Stephens, managing director at UK headquartered Rowan Dartington Signature, comments on the implications of a Trump victory
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Access National to merge with Middleburg Financial
Access National, the parent of Access National Bank, and Virginia-based Middleburg Financial have agreed to merge their operations.
Australia and Kenya regulators ink fintech agreement
The Australian Securities and Investments Commission (ASIC) and the Capital Markets Authority of Kenya (CMA) have inked a co-operation agreement to promote innovation in financial services in both markets.
AZ NGA subsidiary Logiro snaps up advice firm Aspire
Logiro Unchartered, a subsidiary of AZ Next Generation Advisory (AZ NGA), has agreed to acquire Queensland-based advice firm Aspire.
Rathbone Brothers FuM rises 8.5% to £33.2bn in Q3
British wealth manager Rathbone Brothers’ total funds under management (FuM) stood at £33.2bn at the end of the third quarter of 2016, up 8.5% from £30.6bn at 30 June 2016.
Credit Suisse to pay 109.5m to settle tax evasion allegations by Italian authorities
Swiss banking giant Credit Suisse has agreed to pay 109.5m to settle allegations by Italian authorities that it helped clients transfer undeclared funds to offshore bank accounts.