All articles by Verdict Staff
Verdict Staff
Centrepoint Alliance takes strategic stake in RFE Group
Centrepoint Alliance, a non-aligned financial services provider in Australia, has acquired a strategic stake in RFE Group to support the growth of professional advice firms.
$1bn group quits Arnerich Massena to launch independent RIA
A team managing about $1bn in assets has broken away from Portland-based financial advisory practice Arnerich Massena to set up an independent registered investment advisory (RIA) firm, known as Allium Financial Advisors.
Wells Fargo Asset Management completes Analytic Investors acquisition
Wells Fargo Asset Management (WFAM), the global asset management arm of Wells Fargo, has wrapped up the acquisition of Los Angeles-based investment firm Analytic Investors.
HSBC GAM names new global head of client strategy
HSBC Global Asset Management (GAM) has appointed Brian Heyworth as its global head of client strategy.
Smith & Williamson annual operating income rises 3.4%
Smith & Williamson, a UK-based accountancy, investment management and tax group, has posted operating income of £222.5m for the year ending 30 April 2016, up 3.4% compared to £215m a year ago.
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Investec Wealth & Investment names new London office head
Investec Wealth & Investment (IW&I) has named Louise Hall as the new head of its London office, replacing David Bulteel who is set to take over as head of IW&Is international arm.
Fairstone Group buys Welsh advice firm DHD Wealth Management
Fairstone Group has snapped up Welsh advice firm DHD Wealth Management in a downstream buyout deal.
Australias AMP rolls out new financial advice business
Australian investment manager AMP has introduced a new financial advice business that will combine interactive technology with personalised advice to assist clients in planning their goals.
Fifth Third Private Bank names managing director for Michigan
Fifth Third Bancorp has appointed Reuben Rashty as the senior vice president and managing director of Private Bank in Michigan and executive director of Mirador Family Wealth Advisors.
Luxury living cost drops in Asia; Shanghai takes top spot as most expensive city
The cost of luxury living has dropped 1.68% in USD terms in 2016 in Asia, with Shanghai retaining its top position as the most expensive city, according to Julius Baers latest Asia wealth report.