All articles by Verdict Staff
Verdict Staff
Credit Suisse reappoints MD and head of UHNW segment
Credit Suisse, has re-appointed SJ Hwang as the managing director and ultra high net worth (UHNW) segment head for private banking in Asia Pacific, hubbis.com reported.
Rowan Dartington acquires 70% stake in Stafford House Investments
UK-based wealth manager, Rowan Dartington, has acquired 70% stake in IFA business Stafford House Investments in order to complement its core wealth management business and extend the advice it can offer to clients.
Deutsche Bank appoints chief country officer in Russia
Germany-based Deutsche Bank AG has appointed Pavel Teplukhin as the chief country officer for the bank in Russia.
Brown Shipley appoints private client director in Edinburgh
Brown Shipley, a provider of private bank and wealth management services in the UK, has appointed Charles Fotheringham as the private client director for its Edinburgh office.
Walker Crips launches actively managed portfolio service
UK-based Walker Crips Group Plc, has launched a discretionary portfolio service for IFAs, called The Active Managed Portfolio Service (Amps).
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Massachusetts regulator seeks to deny registration to CCR Wealth Management
Massachusettss top securities regulator has filed a complaint against CCR Wealth Management or allegedly misstating assets under management.
Bendigo Wealth launches SMSF administration service
Australia-based Bendigo Wealth has launched an end-to-end SMSF administration service, called SuperAstute, in partnership with SuperIQ.
Coutts appoints general manager for Asia
Coutts, the private banking arm of Royal Bank of Scotland Group, has appointed Michael Blake as the general manager for Asia.
Cluster Family Office to launch SAGE SAs Prospero Software
Spain-based Cluster Family Office has launched SAGE SAs Prospero Software, Prospero IAM and Family Office, to facilitate the servicing of their clients.
Banco Penta selects Calypso for processing of currency, interest rate derivatives
Banco Penta, a Chile-based bank, has selected the integrated technology of Calypso Technology Inc. for its front-to-back office processing of currency and interest rate derivatives.