All articles by Verdict Staff
Verdict Staff
Lloyds appoints head of Latin American HNW business
UK-based Lloyds TSB Private Banking has appointed Jorge Kalledey as head of its high net worth business in Latin America, which is a newly created role.
CONCERT Wealth Management adds CAIS alternatives platform
CONCERT Wealth Management has added the CAIS platform to improve its offering of alternative investment funds and products.
Robert W Baird & Co signs multi-year agreement with PriceMetrix
Robert W Baird & Co., the principal US operating subsidiary of Baird, has signed a multi-year agreement with Canada-based intelligence solution provider PriceMetrix, that helps wealth management firms and their advisors enhance productivity and increase firm profitability.
RBC Wealth Management expands UK high net worth operations
RBC Wealth Management, a division of RBC Capital Markets, LLC, has expanded its UK high net worth operation with two further appointments that takes the number of UK private client hires this year to 20.
Axa Wealth Direct appoints head of distribution
UK-based Axa Wealth Direct has appointed Ian Smith as head of distribution.
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What the Libor scandal can teach banks about social media
It is therefore imperative that the private banking and wealth management industry embrace social media as a matter of urgency those firms that dont risk being left behind.
RBC Wealth Management appoints directors
As a part of the expansion of its UK high net worth operation, RBC Wealth Management has appointed two directors, taking the number of UK private client hires for 2012 to 20.
Advisors prefer nontraditional income generating investments, survey
A recent survey by OppenheimerFunds Advisor has revealed that financial advisors favor nontraditional income generating investments.
Super-rich hide $21trn in offshore havens
The global super-rich have used financial service firms to exploit overseas tax laws to hide $21trn offshore, according to a new study.
HNWIs have over US$21 trillion stashed in offshore havens
HNWIs, aided by private banks have stashed over US$21 trillion in offshore funds by exploiting loopholes in tax legislations.