All articles by Verdict Staff

Verdict Staff

Carmignac appoints head of Nordic region

Carmignac has appointed Mikael Fellbom as the head of Countries for Nordic region

Retirees: Rich More Secure, if Not Happier

Retirees, expressing a more pragmatic view of what money can and cannot buy, are more apt to associate a rich lifestyle with greater security than happiness, according to a January survey from Spectrem’s Millionaire Corner.

Verbatim Asset Management and Suffolk Life teams up

The discretionary fund manager (DFM) offering of Verbatim Asset Management will now be available on Suffolk Life’s single investment manager self-invested personal pension (SimSIPP), following their team up.

UK and Isle of Man discloses tax evasion co-operation package

The UK and Isle of Man governments have revealed its plan to combat tax evasion, which includes an automatic tax information exchange agreement and the setting up of a disclosure facility.

Retirement Plan Participants Seek Outside Advice

More than one-in-five retirement plan participants uses an outside financial advisor – typically their primary advisor – to manage their plan assets, according to a new Spectrem Group study pointing to trouble down the road in capturing plan rollovers.

UK MPs demand ‘naming and shaming’ of tax avoiders

The MPs of Britain on the parliament’s Public Accounts Committee (PAC) have said that the Britain’s government should discourage tax avoidance by ‘naming and shaming’ corporations, accountants and individuals who use legal loopholes to escape HMRC’s reach.

Carmignac Gestion Luxembourg in the process of becoming a management compagny

In order to further structure its international development, Carmignac Gestion Luxembourg will request CSSF approval for an extension of its agreement to a Management Company status.

Who’s at the Forefront of the Sustainable Investing Surge?

Americans have currently allocated $3.74 trillion to socially responsible and sustainable investment products, the US SIF Foundation states in its 2012 trends report. Young affluent investors are likely leading the trend.

Bank of Guam appoints wealth management officer

Bank of Guam has appointed Maree Pelkey to BG Wealth Management and Trust Services as assistant vice president/investment officer.

LGT Capital Partners announces final close of Crown Global Secondaries III plc at USD 2.0 billion

LGT Capital Partners is pleased to announce the final close of Crown Global Secondaries III plc (CGS III), its third global private equity secondary fund, with total subscriptions of USD 2.0 billion.