All articles by Verdict Staff
Verdict Staff
Comarch to implement investment advisory solution in Nordic region
Poland-based business solutions provider, Comarch, will implement an investment advisory solution for Skagen Funds in the Nordic region.
New approach by wealth managers needed: Report
The annual report into global wealth by consultants CapGemini and Royal Bank of Canada has brought out the fact that at the time of rise in costs in the industry due to regulators increasing demand of compliance, in spite of falling revenues, new approach by global wealth managers is the need of the hour.
LGT to double Asian assets
LGT Group, the Princely House of Liechtensteins private bank, plans to double assets in Asia to $24 billion in the next five years after adding staff and investing in information technology. LGT, fully owned since 1930 by the European principalitys royal family, has $12 billion in assets in Asia and wants to grow by 10% to 15% a year, Dominique Joye, chief executive of the Singapore unit, said in an interview
Covenant Multifamily Offices acquires Bridge Wealth Management
San Antonio-based wealth advisory firm Covenant Multifamily Offices, LLC has acquired Bridge Wealth Management, LLC, a privately owned wealth management firm in Tyler, Texas.
CAIS expands product menu to include private equity
New York-based financial technology company CAIS Group has expanded its menu of alternative investment funds and products to include private equity.
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SAGE SA launches wealth management solution to automate SIP process
SAGE SA, a Switzerland-based financial technology firm, has launched Wealth Management solution Prospero – a complete set of features designed to automate the Systematic Investment Plan (SIP) process.
Year 2011 witnessed high volatility, losses for HNWI: Study
The year 2011 has been the second most volatile period in the last 15 years, with the number of people with over US$1 million of investable assets increasing by a marginal 0.8% world-wide, while their overall wealth declining by 1.7%, revealed the World Wealth Report 2012.
Nationwide enhances marketFLEX to help clients improve risk management
Nationwide Financial Services, Inc. has enhanced its marketFLEX products, designed to help advisors offer clients the protection of a variable annuity with the enhanced risk management.
First Allied expands advisory platform
San Diego-based independent broker First Allied Securities, a subsidiary of First Allied Holdings, has expanded its advisory platform, Guided Portfolio Solutions (GPS).
TD Wealth appoints head for US market
US-based TD Bank has appointed Brandon Williams as the senior vice president and head of TD Wealth for its US market.