All articles by Verdict Staff
Verdict Staff
Evercore to acquire Mt. Eden Investment Advisors
Evercore Wealth Management, a unit of Evercore Partners, has agreed to acquire Mt. Eden Investment Advisors.
Objectway Financial to acquire Eximius from Thomson Reuters
Objectway Financial Software S.p.A., an Italian software provider for financial institutions, has agreed to acquire the eXimius business of Thomson Reuters. eXimius provides a private client wealth management platform.
Philanthropy in Asia: catching up fast
With wealthy Asian families increasingly taking an interest in the area, Lombard Odier’s head of philanthropy Karin Jestin looks at the strengthening philanthropic culture in Asia, and how it compares to the US and Europe.
Chase to Acquire Innovative Silicon Valley Start-Up Bloomspot, Inc., Expands Capabilities in Merchant Offers
Chase Bank USA, NA, a subsidiary of JPMorgan Chase & Co. (NYSE: JPM) and Bloomspot, Inc. today announced that they have signed an Agreement and Plan of Merger whereby Chase will acquire Bloomspot, a provider of targeted merchant offers.
Karin Söderqvist Lindoff appointed new Head of Carnegie Private Banking
Karin Söderqvist Lindoff has been appointed the new Head of Carnegie Private Banking in Sweden.
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PruProtect appoints head of wealth protection
As a strategy to deepen relationships with wealth management advisers, PruProtect has appointed Kevin Watkins to its newly created role of head of wealth protection.
Washington Wealth Management poaches Morgan Stanley veteran
Washington Wealth Management has hired a veteran from Morgan Stanley, David Richman in order to lead its Southern California expansion.
Envestnet | Tamarac announces integration of advisor rebalancing with Salentica Advisor Desk CRM
Envestnet | Tamarac has entered into a strategic alliance with Salentica Inc., so as to help advisors oversee their clients’ accounts more efficiently.
Julius Baer brings forward realignment of management structure
Julius Baer, the leading Swiss private banking group, will bring forward the realignment of its management structure announced in August 2012 in the context of the acquisition of Merrill Lynchs International Wealth Management (IWM) business outside the United States from Bank of America.
US Bank makes senior appointments in Seattle Wealth Office
US Bank has made two senior appointments at its new wealth management office in Seattle for wealthy clients.