All articles by Verdict Staff
Verdict Staff
UBS appoints wealth head for UK, Jersey
UBS has appointed James Broderick as the wealth chief executive for UK and Jersey.
Jones Sheridan acquires Mike Taylor Financial Services
UK-based financial advisory firm, Jones Sheridan Financial Consulting, has acquired its competitor Mike Taylor Financial Services, thereby taking its funds under influence to approximately GBP250 million.
Family and quality of life more important for mobile millionaires: Report
A recent report by RBC Wealth Management has revealed that mobile millionaires, i.e., those who spend more than half their time outside their country of birth and have investable assets of at least US$1 million, place family and quality of life above their business interests.
Rich Middle East families own wealth worth US$1.2 trillion: Report
A new report by KFH-Research has revealed that one million wealthy families in the Gulf Cooperation Council (GCC) countries own investment assets worth about US$1.2 trillion.
LPL Financial adds Legacy Financial Planning to its platform
LPL Financial has added Legacy Financial Planning to its broker-dealer platform, bringing in over US$150 million of client assets.
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Falcon continues to expand
Abu Dhabi-based Falcon Private Bank is continuing its expansion activities in the wealth management sector, after having recently acquired the London unit of Clariden Leu.
Fiscal cliff threatens number of US millionaires
This press release is part of WealthInsight’s report on the US, entitled: United States 2012 Wealth Book: The American Dream Revisited.
HSBC may pay US$1.8 billion in fine to settle money laundering probe
HSBC might have to shell out US$1.8 billion in fines for the settlement with US law enforcement agencies over charges of money laundering.
Isle of Man agrees on tax information sharing arrangements with UK
Isle of Man has further consolidated tax cooperation arrangements with the United Kingdom.
Majority support raising taxes on the rich: Poll
A recent poll by an Associated Press-GfK has revealed that increasing number of Americans prefer raising taxes for the country’s top earners, as President Barack Obama insists and that the support for cutting government services to curb budget deficits has declined.