All articles by Verdict Staff
Verdict Staff
Netwealth rolls out new managed account solution for investors and advisors
Australian platform provider Netwealth has introduced a new international managed account solution that will offer investors and advisors direct access to global equity markets.
The Rohatyn Group launches office in South Korea
The Rohatyn Group (TRG), an emerging markets asset management firm, has expanded its footprint in Asia by launching a new office in Seoul, South Korea.
Lombard International sets up office in Miami
Lombard International, a provider of wealth structuring solutions for the high net worth market, has launched an office in Miami, Florida.
Two California-based advisory firms merge to create $320m RIA
Summit Financial Consultants and Sorensen Wealth Management, two independent hybrid registered investment adviser (RIA) firms based in Westlake Village, California, have merged to create an expanded RIA firm managing over $320m in brokerage and advisory assets.
ICIJ’s Bahamas leaks reveal politicians’ offshore links
The International Consortium of Investigative Journalists (ICIJ)- the same group which leaked the Panama Papers has released a cache of 1.3 million files concerning more than 175,000 companies registered in the Bahamas.
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Citi Private Bank strengthens Latin America team
Citi Private Bank has appointed Nicolas Schmidt-Urzua as the managing director and head of the multi-asset trading & advisory team for Latin America.
Brooks MacDonald annual pre-tax profit surges 39% to £15.9m
British wealth manager Brooks MacDonald has posted pre-tax profit of £15.9m for the year ended 30 June 2016, a 39% jump compared to £11.4m a year ago.
Legal & General Capital names new CFO
Legal & General Capital (LGC), the principal investment arm of Legal & General Group, has appointment of Stephen Halliwell as its new CFO.
KKR names new Greater China head
KKR has appointed Paul Yang as the new head for Greater China, replacing David Liu who is set to leave the firm at the end of 2016 to start his own private-equity firm.
Marvelstone to set up fintech hub in Singapore
Asian investment house Marvelstone Group is set to launch worlds largest fintech hub, named Lattice80, in Singapores Central Business District.