All articles by Verdict Staff
Verdict Staff
Wealth manager The Private Office to acquire PQR Financial
The Private Office (TPO), a Leeds-based wealth management firm, has agreed to purchase financial planner PQR Financial Planning in a cash and equity deal to expand its operation in London.
Manulife names chief product officer of individual financial products in Hong Kong
Manulife (International) has promoted Wilton Kee to the role of vice president and chief product officer of individual financial products in Hong Kong.
Wilmington Trust names senior private client advisor in Boston
Wilmington Trust has appointed Carl Robinson as the senior private client advisor in its wealth advisory team in Boston.
EXCLUSIVE: Winners of PBI Global Wealth Awards 2016 announced
Private Banker International has announced the winners for its 11th Private Banker International Global Wealth Awards.
Man Group to buy Aalto to launch global private markets unit
Man Group has also agreed to acquire Aalto Invest Holding, a US and Europe-based real asset focused investment manager, to support the launch of its first private markets offering known as Man Global Private Markets (Man GPM).
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Hargreaves Lansdown net inflows plummet 22% in Q1; revenue up 15%
British investment manager Hargreaves Lansdown has recorded net inflows of £1.11bn in the first quarter of fiscal year 2017, down 22% compared to £1.43bn a year ago.
Standard Life Wealth hires new strategy head
Standard Life Wealth (SLW) has named Shona Sklaroff as its new head of business management and strategy.
Sanlam UK merges private wealth and wealth planning arms
Sanlam UK has merged its private wealth and wealth planning businesses and house them under a new wealth management division.
Statewide Super partners with Decimal Software to offer robo advice
South Australia-based superannuation fund Statewide Super has joined forces with Decimal Software to offer digital financial advice to its members.
Equiom takes over Heritage Trust Group
Equiom, a trust and corporate services provider, has acquired independent Asian corporate services provider Heritage Trust Group.