All articles by Verdict Staff
Verdict Staff
Total Rebalance Expert integrates with Orion Advisor Services
Total Rebalance Expert (TRX) and Orion Advisor Services, LLC, has revealed the availability of data integration between the two leading technology platforms for financial advisors.
Glenmede appoints director of family wealth advisory
US-based wealth management firm, Glenmede, has appointed Michael James as the director of family wealth advisory.
Rathbones acquires stake in financial planning firm
UK-based wealth manager, Rathbone Brothers Plc, has acquired 19.9% stake in Cornish-based Vision Independent Financial Planning and sister company Castle Investment Solutions for GBP2 million, with a view to buying the remainder of the companies in 2015.
UK Crown dependencies to sign FATCA agreements with US
The governments of Guernsey, Jersey and the Isle of Man are all set to negotiate partnership agreements with the US in order to implement FATCA that is aimed at preventing tax evasion by US citizens.
Dah Sing Bank launches the new Tax Loan Program
With tax season coming, Dah Sing Bank launched Tax Loan Program
with super low interest rate, to help customers arranging tax payment with ease and
getting extra cash flow.
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Julius Baer gives out details of rights offering
Julius Baer Group has given out the details of its rights offering in connection with the partial financing of the acquisition of the international wealth management business of Bank of America Merrill Lynch outside the US and Japan.
Societe Generale Private Banking (Suisse) SA. appoints new CEO
Societe Generale Private Banking has appointed Yves Thieffry as its chief executive officer (CEO) of Societe Generale Private Banking (Suisse) SA.
ISE launches two new wealth indexes
US-based International Securities Exchange (ISE), an operator of US options exchange and provider of options trading, has launched two new indexes in collaboration with Horizon Kinetics: the Horizon Kinetics ISE Asia ex-Japan Wealth Index, and the Horizon Kinetics ISE Global Wealth Index.
Barclays IAM team signals Asian independents here to stay
Barclays decision to create an independent asset manager (IAM) team in Asia reaffirms that the IAM/ external asset manager (EAM) business model “is here to stay,” according to Anthonia Hui, chief executive officer of Singapore-based AL Wealth Partners.
BSI launches a ultra-high net worth offshoot
BSI, the Swiss private bank which has been put on the auction block by Italian insurer Generali, has moved into the competitive sector for ultra-high net worth money, typically ranging from $20m upwards, with a new offshoot.