All articles by Verdict Staff
Verdict Staff
SJS Capital Management receives regulatory approval for private clients business
SJS Capital Management Pte Ltd, a part of SJ Seymour Group (SJS Group), has received approval from the Monetary Authority of Singapore (MAS) for commencement of business as an exempt fund management company (EFM).
Jersey Finance launches China Jersey Advisory Group
Jersey Finance Limited has launched China Jersey Advisory Group to provide it with advice on developing business opportunities in the Far East.
Julius Baer raises $492m to fund Merrill deal
Julius Baer said today that it has raised 99.91% of the rights offer it set out in relation to its acquisition of Merrill Lynchs international wealth management business from Bank of America (BofA).
Most elder HNW investors tend to rely more on advisors: Research
Most of the elderly HNW investors tend to rely heavily on advisors and they have extremely high expectations for their financial professionals, according to the new Millionaire Corner research.
Single-family offices affected by Dodd-Frank regulations, study
According to a new study by The Family Wealth Alliance, a significant number of single-family offices (SFOs) have been affected by Dodd-Frank regulations that went into effect in March 2012.
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U.S. Bancorp names SVP for wealth management group
Minneapolis-based U.S. Bancorp has appointed Michael Millman as the senior vice president and wealth management advisor for its wealth management group, The Private Client Reserve of US Bank.
JP Morgan Private Bank strengthens UK private wealth desk
JP Morgan Private Bank has appointed Raphael Schlaefli as executive director and Patrick Vaccari as associate for its London team.
Majority of Canadians have wealth transfer plan at place; study
According to a study conducted BMO Harris Private Banking, more than half of Canadians (56%) have a will. The report says that most of the Canadians with a will intend to keep their money in the family, with 60% designating it to their children.
Growing regulatory pressure driving financial firms to rethink reconciliations; report
A new report by Broadridge Financial Solutions has revealed that growing regulatory pressure is among the key factor that drives financial firms to rethink reconciliations.
Fiserv enhances its unified wealth platform
Fiserv, Inc., a provider of financial services technology solutions, has enhanced its unified wealth platform with advanced capabilities for the rep as portfolio manager (Rep as PM) program.