All articles by Verdict Staff
Verdict Staff
Old Mutual Wealth to snap up DQS Financial Management
Old Mutual Wealth Private Client Advisers, the restricted appointed representative of Intrinsic, has agreed to buy UK-based financial planning firm DQS Financial Management for an undisclosed amount.
Morgan Stanley reveals $1bn cost cutting strategy
US banking giant Morgan Stanley has unveiled a $1bn cost cutting plan that it aims to achieve through outsourcing, technology streamlining, and other expense reduction measures.
Amundi hires new CEO for Middle East operations
French asset manager Amundi has named Nesreen Srouji as the new CEO for its Middle East business, replacing Jean Michel Bourgoin.
Crestone closes UBS Wealth Management Australia acquisition
Crestone, an Australia-based employee-owned firm, has completed the acquisition of UBS Wealth Management Australia and has started operations with more than AUD14bn of assets under management (AUM).
Barclays launches Rise fintech hub in India
British banking group Barclays has launched Rise, its physical and virtual global start-up community, in Mumbai, India.
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EXCLUSIVE: Winners of Private Banker International: London Awards 2016 revealed
Private Banker International (PBI) revealed the winners for the third annual Private Banker International Awards: London 2016. This years winners were commemorated at a gala dinner ceremony at the Waldorf Astoria Hotel in London on 15 June 2016.
Optimism among financial services firms continue to drop: CBI/PwC survey
Optimism among financial services firms waned for the second consecutive quarter in the three months to June, in the face of stronger competition, demand uncertainty, and sluggish profit, according to a survey conducted by CBI/PwC.
Dunham & Deitel joins Triad Advisor platform
Dunham & Deitel Wealth Management Group, a Tennesee-based financial advisory firm, has transitioned to Triad Advisors’s broker-dealer and hybrid multi-custodial registered investment advisory (RIA) platform.
BNP Paribas unveils new sustainable equity fund
BNP Paribas Investment Partners (PIP) has rolled out a new European equity fund that will focus on both healthy payouts and sustainability standards.
BDO USA names national managing partner for private client services unit
US professional service firm BDO USA has appointed Jeffrey Kane as its new national managing partner for Private Client Services (PCS).