All articles by Verdict Staff
Verdict Staff
First Republic Bank to acquire wealth advisory firm Luminous Capital
San Francisco-based First Republic Bank has agreed to acquire Luminous Capital Holdings, LLC, a Los Angeles-based independent wealth advisory firm.
Stifel Financial to acquire KBW for US$575 million
Stifel Financial Corp. has agreed to buy fellow investment bank KBW, Inc. for approximately US$575 million.
Envestnet implements wealth management platform for Symetra Investment
Envestnet, Inc., a provider of technology-enabled wealth management solutions for investment advisors, has implemented a fully integrated wealth management platform for independent broker-dealer Symetra Investment Services, Inc. (SIS).
RBS Wealths operating profit jumps 44%
Strong growth in income at RBSs wealth division drove a 44% leap in operating profit year-on-year to £65m ($104m) in the third quarter of 2012, up from £45m in 2011.
Maybank and Pos Malaysia Extends Shared Banking Services to East Malaysia
Maybank and Pos Malaysia Berhad today achieved another milestone in their strategic partnership by extending their Shared Banking services to East Malaysia starting in Belaga, Sarawak.
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Lloyds TSB: Investors back Obama over Romney
US and global investors have greater confidence in President Obamas ability on economic matters than Mitt Romney, new research suggests.
Duncan Lawrie PB appoints managing director
UK-based Duncan Lawrie Private Bank has appointed Nigel Gautrey as the managing director for Duncan Lawrie Private Bank in the Isle of Man.
BNY Mellon expands Atlanta Wealth Management Office
As a part of its expansion strategy, BNY Mellon has hired two financial services professionals in its wealth management office in Atlanta.
Lloyds plans to develop WM arm on track
Lloyds Banking Group said in its Q3 results that it was making good progress in strengthening its wealth, asset finance and international arm.
Barclays appoints director for London office
Barclays has strengthened the London office of its wealth and investment management division by appointing Mark Priestley as the director.