All articles by Verdict Staff

Verdict Staff

Accredited certification programs will protect seniors against risks, IMCA

US-based Investment Management Consultants Association (IMCA) has revealed that incompetent and unregulated financial advice leads to tangible losses for seniors and that accredited certification programs will help protect against this risk.

Rothschild appoints head of UK wealth management

UK-based financial advisory firm, Rothschild has appointed Mark Kary as the new head of UK wealth management.

Skandia International strengthens team in Asia

Skandia International, the offshore business of Old Mutual Wealth Management, has made three senior appointments in Singapore and Hong Kong in a bid to capitalise on the strong growth prospects it sees in the region.

Barclays boosts wealth management team

Barclays has appointed Edward Moldaver as managing director of its wealth and investment management division in New York.

BMO Bank of Montreal Appoints New Vice-President for New Brunswick & Prince Edward Island District

BMO Bank of Montreal today announced the appointment of Allison Hakomaki as Vice-President for New Brunswick & Prince Edward Island.

Bank Sarasin appoints head of Private Banking Suisse Romande

Bank Sarasin & Co. Ltd (BSAN), the Swiss wealth manager controlled by Safra Group, has appointed Frederic Luyet as head of the business unit Private Banking Suisse Romande, effective 1 December 2012.

Macquarie Private under ASIC’s scanner

The private wealth division of Macquarie Group is in the preliminary stages of an investigation by Australian Securities & Investments Commission (ASIC) over concerns related to potential breaches by its advisers.

RDR may become the next financial scandal, Gina Miller

Gina Miller, co-founder of wealth management firm SCM Private, has said that RDR is the ‘next financial scandal waiting to happen’.

RBC Wealth poaches broker team from Merrill Lynch

RBC Wealth Management, a division of the Royal Bank of Canada has appointed a team of veteran advisers from Bank of America’s Merrill Lynch.

Schroders launches Global Macro Bond Fund

UK-based Schroders, a provider of wealth management services, has launched and internally-managed fund, Schroder GAIA Global Macro Bond on its UCITS platform, Schroder GAIA (Global Alternative Investor Access).