All articles by Verdict Staff
Verdict Staff
Exencial Wealth Advisors acquires Investors Asset Management
US-based wealth management firm, Exencial Wealth Advisors has acquired Investors Asset Management (IAM).
BMO Asset Management Announces Proposed Changes to Certain BMO ETFs
BMO Asset Management Inc. (BMO Asset Management) today announced that a special meeting of unitholders (Special Meeting) has been called to consider and approve changes to the investment objectives of certain BMO Exchange Traded Funds (BMO ETFs) such that they will seek to replicate the performance of new indices as follows:
Arbuthnot Latham appoints director of private banking
Arbuthnot Latham & Co, a UK-based provider of private banking, wealth planning and an investment management service, has appointed Dan Saxby as a director of private banking.
WealthEngine launches new wealth intelligence platform
WealthEngine Inc., a provider of wealth identification and prospect research solutions, has launched a new wealth intelligence platform, called FindWealth 8.
Signia Wealth appoints head of wealth management
Signia Wealth has appointed Rupert Robinson, the former chief executive of Schroders UK Private Bank, as the head of wealth management.
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Schroders launches Sirios US Equity fund
UK-based Schroders has launched an externally-managed fund, called Sirios US Equity fund (the Fund), on its Global Alternative Investor Access (GAIA) platform.
Union Bank expands wealth management services in Central Coast
As a part of its expansion strategy into Central Coast region, Union Bank has hired veteran wealth professionals.
BoCHK Asset Management mulls to form new partnerships in Middle East, Europe
BoCHK Asset Management, part of Bank of China Hong Kong, is planning to enter into new partnerships with the Middle East and European financial institutions to develop RMB-focused products, reported AsianInvestor.
Jersey signs tax co-operation agreement with Isle of Man, Guernsey
Jersey has signed new comprehensive double tax agreements with the Isle of Man and Guernsey.
BMO appoints head of private banking business in Hong Kong, Singapore
BMO Financial Group has appointed Robert Cormie as regional vice president & managing director of Private Banking Asia.