All articles by Verdict Staff
Verdict Staff
JPMorgan invests in InvestCloud to boost digital wealth management capabilities
JPMorgan Chase has bought a stake in California-based fintech firm InvestCloud for an undisclosed sum in order to boost its digital capabilities for individual investors.
HSBC Private Bank appoints US head of investment services and product solutions
HSBC Private Bank has appointed Russell Schofield-Bezer as the new US head of investment services and product solutions.
Wren Investment Office opens in London
Wren Investment Office, an independent wealth advisory firm serving ultra-high net worth families, has opened for business in London.
Harvest Global Investments names chief business development officer
Harvest Global Investments (HGI), the Hong Kong-based subsidiary of Harvest Fund Management, has named Ashley Dale as chief business development officer and chief marketing officer.
Julius Baer hires new marketing head
Swiss private bank Julius Baer has named Florence Rollet as the new head of marketing, taking over from co-heads Nicole Chandrashekara and Marco Parroni.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Sentry Group partners with Intiger for back office solution
Sentry Group, an independently-owned financial planning group in Australia, has struck a joint venture arrangement with fintech startup Intiger Asset Management to develop bespoke solutions for its advisor network.
MUFG Union Bank names private wealth head for Northern California, Pacific Northwest
MUFG Union Bank has appointed Lisa Roberts as the new managing director and head of private wealth management for Northern California and the Pacific Northwest.
Fintech startups could make big impact on asset and wealth management sector: PwC
PricewaterhouseCoopers (PwC) latest global fintech survey ranked the asset and wealth management sector as the third most likely to experience the game-changing impact of fintech startups.
Kuwaiti European Holdings picks up 23% stake in WH Ireland
Kuwaiti European Holdings (KEH) has acquired a 23% equity stake in British financial services firm WH Ireland for £8.4m.
Britains banks may lose passporting rights after Brexit, warns Bundesbank boss
British financial institutions will lose key passporting rights across EU unless Britain remains part of the European single market or at least the European Economic Area (EEA), Bundesbank president Jens Weidmann warned.