All articles by Verdict Staff
Verdict Staff
Tiedemann Wealth Management, Presidio Capital Advisors to merge operations
New York-based Tiedemann Wealth Management (TWM) and San Francisco-based Presidio Capital Advisors (PCA) have agreed to merge to create a $13bn practice.
Crestbridge names appoints new London office head
Crestbridge, a Jersey-based independent trust, fund and corporate services provider, has named Paul Windsor as the new managing director and head of its London office.
JHC collaborates with APSU to further enhance its FIGARO offering
JHC, a provider of wealth management solutions, has signed a new contract with technology firm APSU for cloud-based services to offer its FIGARO Managed Service in a SaaS model.
Old Mutual Wealth to snap up Beaumont Robinson
Old Mutual Wealth Private Client Advisers has agreed to purchase financial planning firm Beaumont Robinson for an undisclosed sum.
Bentleys NSW launches new financial advisory business
Bentleys NSW, a Sydney-based mid-tier accounting, taxation and audit firm, has launched a new financial advisory unit, known as Bentleys Wealth Advisors.
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Prime Financial ups stake in advice firm MPR Group
Australian wealth management firm Prime Financial Group has agreed to increase its stake in Melbourne-based accounting and advisory firm MPR Group from 40% to about 93%.
Tullett Prebon buys CME hybrid trading solution
British interdealer broker Tullett Prebon has purchased a long term licence to use CMEs hybrid trading technology.
Manulife attributable net income rises 17% in Q2
Manulife Financial has reported attributable net income of C$704m for the second quarter of 2016, up 17% compared to C$600m a year earlier.
GMP Capital to purchase FirstEnergy Capital
GMP Capital, a Toronto-based provider of financial advisory and investment services, has agreed to buy Calgary-based FirstEnergy Capital for $98.6m.
Old Mutual confirms talks with Cinven for sale of Italian wealth business
Old Mutual has entered into exclusive talks with European private equity fund Cinven, the owner of ERGO Italia, for the sale of Old Mutual Wealth Italy.