All articles by Verdict Staff
Verdict Staff
Societe Generale, Forbes Insights analyze global wealth and family ties
France-based Societe Generale Private Banking and Forbes Insights have published Global Wealth and Family Ties, a global study of the impact of family ties in the creation, management and transmission of large fortunes.
Liechtenstein set to sign DTA agreement with Germany
The Liechtenstein government has submitted to parliament for approval a report pertaining to the bilateral double taxation agreement (DTA) with Germany.
British wealth manager to launch in-house platform
UK-based wealth manager Ashcourt Rowan will soon launch its own in-house platform. The platform, which will be a tariff-card service proposition, will cover clients from execution-only to bespoke discretionary management levels, IFAonline reported.
SocGen to offer club deals to UHNW clients
Socit Gnrale Private Banking (SGPB) will seek to create club deals between groups of ultra high net worth clients (UHNW) within its new Private Investment Banking (PIB) unit. PIB global head Galeazzo Giraldi gave more of an outline of the new division at a press conference launching SGPBs latest research into family business, Global Wealth & Family Ties. Giraldi said the club deals would look to pull together groups of holding company or family offices to make bigger deals at a lower risk to their personal investments.
Czech Property Investments (CPI) places new bonds on the market through J&T Banka
Through todays issue of Czech koruna bonds (CZK bonds), real estate company Czech Property Investments a.s. (CPI) is bringing to fruition the changes to its CZK 4 billion financing structure.
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Spire Investment chooses Envestnet as wealth management technology provider
US-based Spire Investment Partners, the parent company of Spire Wealth Management and Spire Securities, has chosen Envestnet as its wealth management technology provider.
Anti-tax evasion campaign may retard in US as prosecutors depart
The US Justice Department has lost almost 30% of its tax prosecutors in the past month, retarding the pace of the US crackdown on banks helping alleged tax evaders, Bloomberg reported citing according four people familiar with the matter.
FSA fines Ireland-based IFA GBP95,000
FSA has banned and fined a Northern Ireland-based IFA GBP95, 000 after he was caught submitting mortgage applications containing false information on his own income.
L&C launches cautious version of its income portfolio
Wealth management firm London & Capital (L&C) has launched a cautious version of its income portfolio alongside its growth-oriented model portfolio range.
Private banks lag in the use of social media
A research from the investment portal assetinum has revealed that private banks are still slow in adopting the use of social media sites.