All articles by Verdict Staff
Verdict Staff
Barclays Wealth to slash jobs
As a part of strategic re-organization, Barclays Wealth has decided to slash up to 15 jobs in its IFA distribution team, reported MoneyMarketing.
Washington Wealth Management opens office in Seattle
Washington Wealth Management LLC (WWM) has opened a Seattle Office and has added to its platform two leading West Coast financial advisory groups, California Wealth Transitions and Overlake Partners.
HNW business owners concerned about expert advice on business succession: Survey
The main key concern for the high net worth (HNW) business owners seems to be receiving expert advice on business succession, according to the second annual survey by RBC Wealth Management.
Coutts launches the monthly reserve and loyality resaeve accounts
Coutts announced today the launch of its Monthly Reserve and Loyalty Reserve accounts. These accounts have been introduced in direct response to client research and will significantly enhance the Coutts savings product range.
Top 30 BRICS cities for multi-millionaires
This press release is part of WealthInsight’s report entitled: 2012 BRICS Wealth Book.
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Switzerland and US to implement FATCA Agreement
Switzerland and the United States have initialed an agreement for the implementation of the Foreign Account Tax Compliance Act (FATCA).
Financial firms can cash on younger investors with preferred technology and services: Study
A study by Cisco Wealth Management has revealed that financial firms could find opportunity with the younger, tech-savvy investors, if they use the preferred technology and services, and could generate revenue to the tune of US$31 billion.
Surge in AUM of US multiple family offices: Research
The assets under management (AUM) for multiple family offices in the US has increased 68% between 2007 and 2011 to US$777.3 billion, according to recent research released by Boston-based global research firm Cerulli Associates.
HSBC names new CEO of wealth management, retail banking
HSBC Holdings plc has appointed John Flint as the new group managing director and CEO of retail banking and wealth management (RBWM), effective 1 January 2013.
Washington WM adds two financial advisory groups
Washington Wealth Management LLC (WWM) has added two West Coast financial advisory groups to its platform, California Wealth Transitions and Overlake Partners.