All articles by Verdict Staff
Verdict Staff
Vistra acquires BSI Trust Corporation (Singapore)
Vistra, the Swiss-based provider of financial services for international corporations, institutional investors and HNWI and their families have acquired BSI Trust Corporation (Singapore) Limited, which is owned by BSI Bank AG.
RIA M&A registers 30% rise in 2012: Schwab study
A study by Schwab Advisor Services has revealed that merger & acquisition (M&A) activity for year end 2012 has increased by 30% among the independent registered investment advisor (RIA) in the year 2012.
Baird appoints SVP to wealth management business
US-based wealth management firm, Baird has appointed Peter Miller as its senior vice president.
RBC WM appoints director of business development for Ireland
RBC Wealth Management has appointed David McLaughlin as the business development director for Ireland within its private client wealth management team.
Financial advisors increasingly use social networking: Study
Many financial advisors are utilizing social networking for business purposes, with a majority of them being optimistic about their proficiency with the technology, states a recent study by Phoenix Marketing International.
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Dion Global Solutions launches Fatca TRAC Indicia Check Service
Dion Global Solutions, a partner to the financial services industry, has launched the Fatca (Foreign Account Tax Compliance Act) TRAC Indicia Check Service in order to assist financial firms in making an initial assessment of the impact of the Fatca regulations on their business.
Fross & Fross Wealth Management appoints wealth advisor
US-based wealth management firm, Fross & Fross Wealth Management has appointed the ex-Wall Street investment manager Paul Hoffman as its wealth advisor.
Deutsche Bank appoints co-heads of investment banking and advisory business
Deutsche Bank has appointed veteran bankers, Henrik Aslaksen and Paul Stefanick as the co-heads of investment banking and advisory business.
Falcon Private Bank implements the banking application, B-Source Master
Swiss-based Falcon Private Bank has implemented the banking application, B-Source with its global locations, enabling the bank to further its strategic expansion.
Jersey signs tax agreement with Brazil, Latvia
Jersey has signed tax information exchange agreements (TIEAs) with Latvia and Brazil.