All articles by Verdict Staff
Verdict Staff
Canaccord Genuity adds LePoidevin to its wealth management platform in Canada
Canaccord Genuity Group has added advisory team LePoidevin Group to its Canadian wealth management division.
U.S. Bank Wealth Management appoints new CIO
U.S. Bank Wealth Management has appointed Eric Freedman as its new CIO, replacing Tim Leach who recently retired.
Old Mutual Wealth net cash flows slumps 60% to £900m in Q3
Old Mutual Wealth reported net cash flows of £900m in the third quarter of 2016, down 60% compared to £2.3bn a year earlier.
Progeny launches new investment management firm
British legal and financial boutique Progeny has launched a discretionary investment management arm to bolster its position to work with high-net-worth families.
Link Group invests in Australian technology provider Moneysoft
Administration provider Link Group has made a strategic investment in Moneysoft, an Australia-based provider of real-time data, budgeting and reporting software.
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Julius Baer names new CEO for Middle East operations
Swiss private banking group Julius Baer has named Regis Burger as the new CEO of its Middle East operations, replacing Juerg Berger who will has decided to take on a new challenge within the Region and will become Head GCC Abu Dhabi to further drive growth in this specific market.
When the giants begin to wobble
PBIs editor, Meghna Mukerjee, comments on a challenging September in the banking world
Targeting HNW philanthropists
The vast majority of high net worth individuals (HNWIs), currently, are first generation, and have collectively paved the way to venture philanthropy, which uses venture capital techniques to support philanthropic activities. Ouliana Smith, head of content for WealthInsight, investigates
Piper Jaffray names new president and COO
Piper Jaffray Companies, a US-based investment bank and asset management firm, has appointed Stuart Harvey, Jr. as its new president and COO.
US hedge funds industry holds $2.2 trillion in assets: Preqin
The US dominates the global hedge fund industry as it accounts for 72% of about $3.1 trillion of global assets under management (AUM) as of 30 June 2016, according to a report by Preqin.