All articles by Verdict Staff
Verdict Staff
Smith & Williamson names head of financial services for London office
Smith & Williamson, a UK-based investment management, accountancy and tax group, has appointed Daniela Glover as the head of financial services for its London office.
JPMorgan fined in Hong Kong for regulatory breaches
J.P. Morgan Securities (Asia Pacific) (JPMSAP) and JPMorgan Chase Bank, National Association (JPMCB) has been fined HKD5.6m ($721,798.78) by Hong Kongs Securities and Futures Commission (SFC) for regulatory violations.
Fidelity International hires new managing director for Asia ex-Japan
Fidelity International, a Bermuda-based investment management company, has appointed Daisy Ho to the newly-created role of managing director, Asia ex-Japan.
Caledonia (Private) Investments strengthens US team
Global long/short equity investment manager Caledonia (Private) Investments has appointed David Scully as its vice chairman, USA.
FSN and WNA Wealth Advisors merge to create Private Vista
Chicago-based Financial Strategy Network (FSN) and Illinois-based WNA Wealth Advisors have merged to create a new independent wealth management firm, known as Private Vista.
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GAM AuM rises 5% to CHF119.1bn
Swiss money manger GAM Holding has said that its group assets under management (AuM) stood at CHF119.1bn at the end of September 2016, an increase of 5% from 30 June 2016.
Brooks Macdonald records 7.5% rise in discretionary FuM; names new CEO
British wealth manager Brooks Macdonald Group said that its discretionary funds under management (FuM) stood at £8.92bn at the end of 30 September 2016, an increase of 7.5% compared £8.30bn on 30 June 2016.
Lombard Odier opens new office in Milan
Swiss private bank Lombard Odier has opened a new office for private banking clients in Milan to drive future growth in Italian market.
US regulators propose new cyber security rules for financial providers
US banking regulators have proposed new cyber security standards to protect the financial services industry from cyber attacks and technology failures.
Morgan Stanley wealth arm records 9% rise in Q3 pre-tax income
Morgan Stanley’s wealth management unit has reported pre-tax income from continuing operations of $901m for the third quarter of 2016, up 9.3% from $824m a year ago.