All articles by Verdict Staff
Verdict Staff
Private investors optimistic of UK economy: Survey
A recent survey by London Stock Exchange and research firm ONVA, has revealed that private investors are optimistic about economic recovery, with 63% showing positive outlook for UK economy over the next 12 Months, compared to 47% a year ago.
WMSI acquires Archimedes Systems
US-based Wealth Management Systems Inc. (WMSI) has acquired Archimedes Systems Inc., a provider of web and mobile based college and retirement planning tools and personalized communication services.
Baird appoints senior vice president for Edina wealth management office
Baird, an international, employee-owned wealth management, capital markets, private equity and asset management firm, has appointed industry veteran Karen Heintz as the senior vice president, branch manager, of its Edina wealth management office.
Hike in tax rate unlikely to make millionaires leave California: Report
Contrary to the wildly held belief, hike in tax rates will not lead to exodus of millionaires from California, according to a joint study conducted by two Stanford and Princeton researchers.
SEB: Third quarter of 2012: Operating profit SEK 3,916m(3,709)
“Operating profit was robust in a quarter characterised by increased uncertainty. Operating income grew five per cent compared to a year ago,” says Annika Falkengren, SEB’s President and CEO, commenting on the third quarter 2012 result.
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SAGE SA inks deal with Emirates Investment Bank for its Prospero Wealth Management suite
SAGE SA has entered into an agreement with Emirates Investment Bank to provide them with its full Prospero Wealth Management solution to cover their front-to-back office requirements apart from General Ledger.
MLC selects DST Global to deliver new retirement guarantee products
MLC, the wealth management division of National Australia Bank (NAB), has selected DST Global Solutions web-based registry solution, Bluedoor, to administer a range of guarantee features across its MasterKey Super and Pension Fundamentals products.
BNP Paribas launches FundQuest Advisor
BNP Paribas Investment Partners, the asset management business line of BNP Paribas, has launched an advisory services company called, FundQuest Advisor, which will offer outsourcing option to UK financial advisors.
Morgan Stanley and UBS to deploy Volly secure digital delivery system
Broadridge Financial Solutions, Inc. and Pitney Bowes Inc. have revealed that Morgan Stanley Wealth Management and UBS Financial Services will both use Volly secure digital delivery system from Pitney Bowes.
Barclays expands private banking team in Hong Kong
Barclays has appointed Adeline Chien as the managing director for its Hong Kong team, covering UHNWI in Hong Kong.