All articles by Verdict Staff
Verdict Staff
China Construction Bank mulls buying European private bank
As part of its global expansion strategy, China Construction Bank is mulling to buy a private bank in Europe, according to a report published by China Business News.
Raymond James opens advisory unit in Nashville
Raymond James, an investment and financial planning firm, has opened a new independent advisory unit in Nashville, Tennessee.
Rothschild Wealth appoints private client co-head
UK-based Rothschild Wealth Management has appointed Jon Andrea von Planta as the co-head of its private client business in Zurich, effective from 1 April 2012.
Maxim Group opens new unit in Florida
Maxim Group, a securities and investment banking firm, has opened a new unit in Boca Raton, Florida, which will be staffed by 25 wealth management professionals.
RMB Capital migrates to new Advent platform to support wealth advisory practice
RMB Capital Management has selected Advent Software to migrate its approximately US$2 billion in assets under management (AUM) from Advents Axys to Black Diamond Performance Reportings platform and the Advent Portfolio Exchange (APX) platform. Black Diamond is an independent business unit within Adventand Software.
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REITs is most favored alternative investment option for UHWIs
A study by Spectrem Group has revealed that the UHNWIs prefer real estate investment trusts (REIT) as their main alternative investment.
Hong Kong, Jersey sign double tax agreement
In order to avoid the risk of double taxation and to prevent fiscal evasion with respect to taxes on income, Hong Kong and Jersey have signed a double tax agreement.
Wells Fargo Advisors, Wells Fargo Private Bank get new CIO
Wells Fargo has appointed Dean Junkans as the chief investment officer (CIO) of Wells Fargo Advisors and Wells Fargo Private Bank.
Credit Suisse creates Securities Research & Analytics Department
Credit Suisse has created an integrated Securities Research & Analytics Department in the Investment Banking division.
WH Ireland acquires 8,000 private client book from Pritchard Stockbrokers
In a deal worth GBP500,000, WH Ireland has acquired 8,000 private client book from Pritchard Stockbrokers (PSL).