All articles by Verdict Staff
Verdict Staff
Chadwicks acquires Cedarwood Financial Services
UK-based independent financial advisor, Chadwicks, has acquired Cedarwood financial services in a deal which sees the value of funds under management of Chadwicks increase to over GBP100 million.
Satuit Technologies launches SatuitCRM Platform
Satuit Technologies Inc., a provider of client management software for professional investment and wealth management firms, has launched a new SatuitCRM Platform, adding client report management and secure distribution modules to the core functions of SatuitCRM.
Coutts drops Gulf clients from its list of clients
Coutts, the private banking arm of Royal Bank of Scotland, has dropped Gulf customers from its list of customers this year, as part of a review of its client list following a US$14 million fine by UK authorities for failings in its anti-money laundering controls, Arabian Business reported.
RBC Wealth Management expands into the Channel Islands
As a part of its expansion strategy into the Channel Islands, RBC Wealth Management has
launched an Intermediary Wealth Solutions offering, focusing on promoting the business full
suite of services to financial services companies in the Channel Islands.
UBS Q3: new assets inflows highest in 5 years
UBS wealth divisions saw improved results in the third quarter as its wealth management units pre-tax profit increased by over 20%, from CHF502m ($513m) to CHF600m ($642m) in three months.
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Bank of Ireland launches Secure Global Growth Bond for private clients
Bank of Ireland Private Banking has launched a 100% capital Secure Global Growth Bond for its private clients.
Enforcement actions brought against advisor firms doubles: Survey
State securities regulators have brought 399 enforcement actions against investment advisor firms in 2011, which has nearly doubled since 2010, according to the 2011 enforcement survey conducted by the association of state securities regulators, North American Securities Administrators Association (NASAA).
Millionaires find working with a financial advisor beneficial: Research
Majority of the millionaires use advisors and they say that working with financial professional offers them many benefits, according to the latest Millionaire Corner research.
Mariner Wealth Advisors acquires majority stake in RiverPoint Capital Management
Mariner Wealth Advisors has acquired a majority stake in RiverPoint Capital Management for an undisclosed amount.
India, Spain ink deal to amend double taxation avoidance pact
In a move that is aimed at checking tax evasion, India and Spain have signed a protocol for amending the over 19-year old double taxation avoidance pact.