All articles by Verdict Staff
Verdict Staff
Regions Bank inks deal with PrimeVest
Regions Bank and PrimeVest Financial Services has signed an agreement to offer financial advisory and investment services, along with comprehensive support through Regions customers that are spread throughout the 16 states Regions serves.
Citi expands its OpenWealth solution
The global bank, Citi has expanded its trust administration and custody services, OpenWealth, so as to enable global wealth managers to manage trust accounts and cross-border investments on a single platform.
Most HNWI expect tax increase post Obama re-election: Survey
Majority of the HNWI (63%) has said that they are concerned about their investment portfolios being negatively affected by tax code changes following re-election of president Obama, while 64% said that they dont believe its possible to make adjustments to help offset pending tax increases, according to the new Nationwide Financial poll.
Maximising the middle ground
Almost two years since Sally Tennant took over Kleinwort Benson, the mid-sized UK merchant bank has been powered up with acquisitions, key appointments and a family office initiative. She speaks to Nicholas Moody about what lies ahead.
Jefferies poaches from Credit Suisse
US-based Jefferies & Co, the principal operating subsidiary of Jefferies Group, has hired Carey Timbrell, a managing director with Credit Suisse’s US private banking group for its small retail brokerage unit, Reuters reported.
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Social media not a popularity contest
As private banks are increasingly taking to social networks, Private Banker Internationals analysis of the thirty biggest private banks shows significant differences in the way wealth management divisions offer content to their clients. Elsa Buchanan takes a closer look.
Guggenheim launches Guggenheim Alternatives Platform
US-based Guggenheim Investment Advisory has launched Guggenheim Alternatives Platform, which is a web-based solution that is designed for independent registered investment advisors (RIA), private banks and trust companies and similar wealth management firms.
Finding the next Jakarta
The number of high net worth individuals in the Asia-Pacific region has grown strongly since 2007. New research by WealthInsight charts the rise of APACs wealth centres, singling out Vietnam and Indonesia, as countries to watch.
Brewin Dolphin appoints managing director
Brewin Dolphin, a UK-based investment management and financial planning firm, has appointed Henry Algeo as a group managing director.
Skerritts Wealth acquires client bank of Finchs Financial
UK-based Skerritts Wealth Management has acquired the assets of the client bank of Sussex-based IFA firm Finchs Financial.