All articles by Verdict Staff
Verdict Staff
Indosuez Wealth Management appoints new CEO
Indosuez Wealth Management, a subsidiary of Credit Agricole group, has hired Paul de Leusse as CEO.
Advisory firm Baillieu Holst partners with research platform BondAdviser
Baillieu Holst, an independent financial advisory firm in Australia, has join forces with fixed-income research platform BondAdviser to offer its advisors access to bond research and active investment recommendations.
Falcon Private Bank names new CEO
Falcon Private Bank has appointed Walter Berchtold as its new CEO, replacing Eduardo Leemann who will continue to serve at the Swiss bank as a senior advisor.
Brown Advisory sets up office in Austin
Brown Advisory has joined forces with two Austin-based investment management teams- Blackhaw Wealth Management and Oxbow Advisors- to launch a presence in Austin, Texas.
Columbia Threadneedle Investments closes acquisition of Emerging Global Advisors
Columbia Threadneedle Investments, the global asset management arm of Ameriprise Financial, closed the acquisition of Emerging Global Advisors (EGA).
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Handelsbanken concludes acquisition of Dutch wealth manager Optimix
Swedish lender Handelsbanken has completed the acquisition of Dutch wealth management firm Optimix Vermogensbeheer.
WMA taps MSCI for index series
The Wealth Management Association (WMA) has struck a deal with MSCI to become index provider of its Private Investor Index Series, replacing FTSE UK.
DBS appoints new group head of strategy and planning
Singapores DBS Group Holdings has named Shee Tse Koon as its new group head of strategy and planning.
Doha Bank, Centrum sign strategic partnership
Qatari lender Doha Bank and Indian financial services firm Centrum Group have signed a memorandum of understanding (MoU) to scale up each other’s business in India and the GCC region in the areas of wealth management, banking, and forex.
HUB24 collaborates with Beacon Financial for white label platform
HUB24, an Australia-based independent platform provider, has partnered with US-based Beacon Financial to deliver a customised platform and managed portfolio offering.