All articles by Verdict Staff
Verdict Staff
Barclays poaches from UBS and Coutts for Manchester wealth arm
For its Manchester-based wealth and investment management office, Barclays has made two senior hires, Elizabeth Bird and Samantha Beach, from UBS Wealth and Coutts respectively.
US Bank appoints insurance executive to lead HNW business in Seattle
US Bank has appointed a senior officer of an insurance brokerage and risk management firm to lead its HNW business in Seattle.
Fleming Family & Partners Appoints Mark Sullivan as Client Relationship
Fleming Family & Partners, a leading international wealth manager, has appointed Mark Sullivan as a client relationship director in its asset management business. Marks responsibilities will combine managing existing client relationships and business development.
CBRE appoints head of Central London Asset Management team
CBRE has appointed Andrew Peacock as the head of its Central London Asset Management, being a part of CBREs Real Estate Finance division, effective 18 March 2013.
Making Saving for Retirement a Priority
In a recent LIMRA study, Sowing the Seeds for Retirement: Gen X and Gen Y Markets, fewer than half of Gen X consumers selected retirement as their top reason to save (46 percent), and a larger proportion of Gen Y consumers ranked saving for vacation or travel as more important than saving for retirement.
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Berry in Mangers of Wealth
Private client wealth manager, Berry Asset Management, has achieved the top
level of rating from independent financial research company Defaqto, for both its
bespoke and model portfolio services.
Fleming Family & Partners appoints client relationship director
UK-based Fleming Family & Partners has appointed Mark Sullivan as a client relationship director in its asset management business.
Bank of America launches Merrill Edge Roadmap
Bank of America has launched Merrill Edge® Roadmap1, which is a new way to help mass affluent clients who pursue their financial goals through personalized advice and guidance from a licensed Merrill Edge Financial Solutions Advisor.
BANQUE BARING BROTHERS STURDZA ACQUIRES COGES SWISS INDEPENDENT ASSET MANAGER
It was announced today that the holding company of Banque Baring Brothers Sturdza has acquired all the capital of COGES, the Swiss independent asset manager. The funds under management and price paid were not disclosed.
Reyl Private Office appoints senior wealth planner
Reyl Private Office, a subsidiary of Geneva-based Reyl Group, has appointed Guillaume Micolau as a senior wealth planner, thereby expanding the range of the companys international legal and tax advisory services.