All articles by Verdict Staff

Verdict Staff

Mirabaud appoints new head for Zurich branch

Swiss wealth manager Mirabaud & Cie has appointed René Hermann as head of its Zurich branch.

Affluent household outlook falls to eight-month low: Spectrem report

After surging in September to its highest level in more than two-and-a-half-years, The Spectrem Affluent Household Outlook plunged 13.40 points to 5.10, a near repeat of the nearly 13-point drop from July 2013 to August.

Barclays to cull 100 private banker jobs

Barclays Wealth and Investment Management is planning to cut around 100 private banker jobs as part of its strategy to reduce the complexity of its business.

Point Bridge Capital selects Dynasty Financial’s wealth management platform

Point Bridge Capital, a Texas-based wealth management firm set up by two former Credit Suisse financial advisers, has selected Dynasty Financial Partners platform of integrated wealth management services and technology.

WyeTree launches new RMBS Fund

UK-based WyeTree Asset Management has launched a new fund targeting the European RMBS market, according to FINalternatives.

Financial advisors finally confident in US economy: Brinker Barometer survey

Brinker Capital, a leading investment management firm, has made public the results of its third quarter 2013 Brinker Barometer survey, a gauge of financial advisor confidence and sentiment regarding the economy, retirement savings, investing and market performance.

City Financial eyes acquisition of multi-manager firms

City Financial, a UK-based boutique asset manager, is seeking to expand its business by acquiring two multi-manager firms.

Guernsey signs 50th tax information exchange agreement

Guernsey has been commended for its leadership on tax transparency and cooperation by the Organisation for Economic Cooperation and Development (OECD) after concluding its 50th bilateral Tax Information Exchange Agreement (TIEA).

Vanguard fixed income head to retire

Investment management firm Vanguard has said that Robert Auwaerter is planning to retire as principal and head of its fixed income group after 32 years with the firm.

Argent Wealth Management merges with Pillar Financial Advisors

US-based Argent Wealth Management has merged with Pillar Financial Advisors effective 1 November 2013.