All articles by Verdict Staff
Verdict Staff
Wilmington Trust expands Washington, DC office
As a part of its expansion plans, Wilmington Trust has promoted William LaFond, the former MD of business development for the company’s Family Wealth group, to head its Wealth Advisory business in the Washington, DC and Richmond regions.
Switzerland, Austria sign tax agreement
The latest country to allow taxation of its citizens assets that are held in Swiss bank accounts is Austria.
MNFA launches client referral platform focused on mass affluent baby boomers
My New Financial Advisor (MNFA) has launched a syndication platform that seeks to match affluent baby boomers in need of financial management with advisors looking to grow their client base.
China Bank appoints heads for corporate banking and private banking
China Banking Corporation (China Bank) has appointed Victor O. Martinez and Ma. Victora G. Pantaleon as the first vice president for corporate banking and the new assistant vice president for private banking group (PBG) respectively.
High tax rates prompting wealthy Britons to migrate
A recent survey by Lloyds TSB International Wealth of 923 wealthy UK individuals has revealed that high tax rates are prompting the wealthy UK residents to move abroad.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Central Trust and Investment Company chooses InvestEdge Platform
US-based Central Trust and Investment Company, a provider of asset management services throughout the Midwest, has selected the InvestEdge Wealth Management Platform.
Bank brokerages with self-directed investing channel proves more profitable, survey
A survey by wealth management application provider Scivantage and Kehrer-LIMRA on the bank brokerage industry has revealed that bank brokerages with self-directed investing channel earn higher profits
First Midwest Bank opens new wealth management division
As a part of the banks strategic organizational realignment, US-based First Midwest Bank has opened a new wealth management division.
UBS boosts global family office team
Swiss banking major UBS has hired Bryan Crawford for its global family office, a joint venture between its investment banking and wealth management divisions.
RBS Wealth Management to offer philanthropy services in India
The Royal Bank of Scotland (RBS) India will soon add philanthropy services as a part of its wealth management segment in the country.