All articles by Verdict Staff
Verdict Staff
Colombia Emerges as the Wealth Hub of Latin America
This press release follows WealthInsight’s Colombia Report: Colombia 2013 Wealth Book which was published on the 5th of September 2013.
Thesis Asset Management unveils new integrated service model for IFAs
Thesis Asset Management (TAM), a UK-based investment manager, is launching a new integrated service model to help Independent Financial Adviser (IFAs) extend their relationship with professional services firms.
Swiss wealth mangers re-engaging with US clients, says Aite report
An increasing number of Swiss wealth managers are signing up with the SEC to re-engage with US taxpayer clients following the country’s efforts to end US investigations of Swiss banks over tax evasion, according to a report published by Aite Group.
Chile strengthening international tax co-operation, says OECD
OECD secretary-general Angel Gurría has welcomed Chile’s recent steps to strengthen international tax co-operation.
Parkshore Wealth Management opens new office in Texas
Parkshore Wealth Management has opened it second office in Dallas-Fort Worth area, Texas.
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Wintrust Wealth Management appoints vice president for its Wayne Hummer Investments division
Wintrust Wealth Management has appointed Mauricio Currea as vice president for its Wayne Hummer Investments division, according to Chicago Tribune.
deVeres Hong Kong team members not licensed- report
Five members of the advisory firm deVere’s Hong Kong team have been offering clients advisory services without possessing license, South China Morning Post claims.
Berry AM appoints business development manager
UK-based wealth manager Berry Asset Management has appointed David Lee as its business development manager.
Bank J. Safra Sarasin appoints new head of asset management, products and sales
Bank J Safra Sarasin has appointed Sergio Penchas as head of its asset management, products and sales division.
Simon Embley pockets £19.26 million in share sale
Simon Embley, deputy chief executive of LSL Property Services plc, a UK-based provider of residential property services, has sold 4,164,502 shares representing a 3.99% stake in the company.