All articles by Verdict Staff
Verdict Staff
Julius Baer appoints new head for EMME markets
Swiss-based private banking group, Julius Baer has appointed Daniel Savary as the new head for Eastern Mediterranean & Middle East (EMME) markets.
BNP Paribas Wealth Management appoints new team in Asia-Pacific region
BNP Paribas Wealth Management, the private banking arm of BNP Paribas, has appointed Ivan Ching, Alex Xu, Maggie Zhang and Mandy Koo joined the China Team, as part of its expansion in Asia-Pacific region.
Barren County Financial Advisor indicted with approximately $2.4m from clients
Western District of Kentucky US Attorney David Hale said that a Barren County, Kentucky financial advisor Jonathan Neal Leber was indicted by a federal grand jury on charges of defrauding clients residing in Kentucky and southern Indiana of nearly $2.4m.
Berenberg opens new office in NYC
Berenberg Bank has opened its second US office, setting up an operation centre in New York City to expand its business in North America This step represents a further expansion of our stock research service for US institutional investors, said Hendrik Riehmer, Berenberg Bank general partner.
IBM launches new private banking solutions
The US technology giant IBM has launched two new solutions for private and investment banking, which should enable banks to enhance the functionality of their front office applications. The first, the Order and Portfolio Management, is a platform which integrates banks order and portfolio management applications providing a single view of all client portfolios.
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Amidst market volatility, investors reluctant to take risk: Survey
The recent “Barometer” investor/advisor survey from BlackRock has revealed that due to market uncertainties, investors hesitate to take risks though they are concerned about meeting their investment goal.
Advisors strive to help clients generate retirement income, survey
Most financial advisors are actively working to meet the challenge of helping clients to generate reliable income after retirement, revealed global asset manager Russell Investments latest quarterly survey of US advisors, the Financial Professional Outlook (FPO).
SumRidge Partners launches new fixed income liaison desk
US-based SumRidge Partners, a fixed income specialist firm and principal based market maker, has launched a new fixed income liaison desk for independent financial advisors.
Goldman Sachs appoints Asia Pacific head
Global investment management firm, Goldman Sachs has appointed Mark Schwartz as the vice-chairman of the firm and also as the chairman of Goldman Sachs Asia Pacific.
FSA fines Accendo Markets for non-compliance
The Financial Services Authority (FSA) has fined investment firm Accendo Markets GBP56,000 for non-compliance issues.