All articles by Verdict Staff
Verdict Staff
Credential Financial adds CUMIS Data Feed to the Credential Wealth Desktop
Credential Financial and Ticoon Technology has added CUMIS in-force Insurance Data Feed to the Credential Wealth Desktop, thereby enhancing the wealth management platform for its Advisors.
Fiduciary Trust Company International Appoints Jim Le Rose Managing Director and Relationship Manager
Fiduciary Trust Company International announced the appointment of Jim Le Rose as managing director and relationship manager.
Unilever Ventures and FF&P Private Equity profitably sell BAC BV to Life Technologies
Unilever Ventures and FF&P Private Equity, the private equity arm of Fleming Family & Partners, have profitably realised their investment in BAC BV (BAC) following the sale of the company to Life Technologies Corporation.
L&T Finance in talks to buy Morgan Stanley’s wealth unit in India
As a part of its expansion strategy, India-based L&T Finance is negotiating to buy the Indian wealth management business of Morgan Stanley.
Keith Ney appointed co-manager within Carmignac Gestions Fixed Income team
Keith Ney has been appointed co-manager of the European bond fund Carmignac Sécurité alongside Carlos Galvis, within the fixed-income team headed by Rose Ouahba.
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UBS appoints chief operating officer of investment bank
UBS has appointed private banker Andre Cronje as the chief operating officer of its investment bank, which is shutting a large part of its fixed income division.
BMO Bank of Montreal Continues Banking Services for its Springdale Customers
BMO Bank of Montreal has deployed a fully functional, staffed banking trailer, including an ATM, at the former Springdale branch location that was destroyed in a fire on January 10.
Emerald Bay hires Sanctuary Wealth Services for business support
US-based Emerald Bay Wealth Management has hired Sanctuary Wealth Services in order to support its business.
SEBI to regulate investment advisors
The Securities and Exchange Board of India (SEBI) has stated that investment advisers who are banks, non-banking financial companies (NBFCs) and corporate will have to segregate investment advisory services from other activities.
Julius Baer to increase share capital
The Board of Directors of Julius Baer Group Ltd. have approved to increase its authorized share capital due to the integration phase of the acquisition of Merrill Lynchs International Wealth Management (IWM) business outside the US from Bank of America.