All articles by Verdict Staff
Verdict Staff
Silver Bridge appoints new managing director for family office unit
Silver Bridge, a privately-held wealth advisory firm, has appointed family office entrepreneur Bradley Fisher to expand its family office partners offering.
Financial advisors drifting towards independent advice model
According to a recent survey by Skandia, growing number of IFAs are preparing to move away from a purely independent advice model and to become restricted post-Retail Distribution Review.
UBS Wealth Management hires new head for London International
UBS Wealth Management has appointed Mark Idriss as new head of London International who will be responsible for the growth of the business in the region in turbulent market conditions.
Swiss parliament approves revised double-taxation treaty with US
The lower house of the Swiss parliament has also now approved a revised double-taxation treaty with the US. The vote, which passed with 110 votes to 56 votes and 14 abstentions, had already been passed by Switzerland’s upper house in December last year.
Banks can profit more by selling investment, insurance products
Marketing investment and insurance products to mass-affluent households (those with US$100,000 to US$1 million in financial assets) can be the key to earning profits for a bank.
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SEC charges New York investment adviser with defrauding investors
The Securities and Exchange Commission (SEC) has filed charges against a New York investment adviser for defrauding investors in five offshore funds and using some of their money to buy himself a multi-million dollar beach resort property on Long Island.
Economic environment forcing Americans change saving behavior
The recent quarterly retirement pulse survey by Charles Schwab has revealed that the current economic climate has affected the way in which nearly half (49%) of Americans are approaching contributions to their Individual Retirement Accounts (IRA).
Collins Stewart launches risk-aligned portfolio construction process
UK-based Collins Stewart Wealth Management (CSWM) has launched a portfolio construction framework in order to address the major shortcoming of traditional risk management process.
Wealthy Americans lack adequate liability insurance
A study by ACE Private Risk Services has found that wealthy Americans do not possess adequate liability insurance despite them being increasingly worried about their due to the uncertain economy.
FORE launches new investment club for high net worth investors
Family Office Real Estate Partnership (FORE) has launched a new investment club, a new platform through which family offices can invest together in commercial real estate directly.