All articles by Verdict Staff
Verdict Staff
Sullivan Wealth Management opens office at Jamestown
Sullivan Wealth Management has opened its second full-service wealth management office at Jamestown.
Bank Sarasin selects AIM Software solution
Swiss private bank Bank Sarasin has selected Corporate Actions Scrubbing solution from AIM Software to reduce manual operations and to deliver higher data quality to Avaloq.
Julius Baer inks deal with Kairos
As a part of its expansion plans, Switzerland-based banking group Julius Baer has entered into a long-term partnership with Italy-based asset manager Kairos Investment Management to join forces on private banking.
Citi Private Bank appoints Northeast region’s family office group director
Citi Private Bank, the wealth management arm of Citigroup, has appointed Lisa Maurer as Northeast region’s family office group director.
National Financial Partners acquires Fusion Advisor Network
National Financial Partners Corp. (NFP), a provider of benefits, insurance and wealth management services, has acquired Fusion Advisor Network (Fusion), a provider of practice management and business consulting to independent financial advisors.
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Tisco Wealth launches asset allocation advisory service
The wealth unit of Thailand-based Tisco Bank, Tisco Wealth has launched an asset allocation advisory service for clients to tap opportunities in the upcoming Asean Economic Community (AEC), Bankok Post stated.
LPL Financial expands Wealth Portfolio platform
US-based LPL Financial has added three third-party portfolio management firms to its Model Wealth Portfolios (MWP) platform, paving way for its expansion.
NestWise to acquire Veritat Advisors
NestWise, a provider of personal financial advice and formerly known as LPL New Venture, is all set to acquire the registered investment advisory (RIA) firm, Veritat Advisors.
CKS Advisors expands services to help mid-market business leaders
CKS Advisors, LLC, a team of financial advisors in Tennessee, has expanded their finance, operations, sales and marketing strategy consulting practice and investment banking services to help mid-market business leaders realize their visions for growth, mergers, acquisitions and exits.
Kleinwort Benson appoints MD of its private wealth management business
Kleinwort Benson, a UK-based private bank, has appointed Malcolm Roberts, former Rothschild Wealth Management managing director, as a managing director of its private wealth management business.