All articles by Verdict Staff
Verdict Staff
Law firm Jenner & Block creates Private Wealth Practice
American law firm Jenner & Block has set up a new practice, dubbed Private Wealth Practice, which will offer a broad range of tax, estate, business planning and charitable advisory services to high-net-worth individuals and families.
Eshara Capital unveils GCC equities fund for global investors
Eshara Capital, the first investment fund managed out of Abu Dhabi Global Market, has unveiled its first GCC equities fund that will help international investors gain access to the UAE and Saudi Arabia equity markets and IPOs.
SMSF Association, Morgans Financial team up for advisor training
The SMSF Association has joined forces with Australian stockbroking and wealth management firm Morgans Financial to improve professional standards in the SMSF industry.
Julius Baer expands investment team in Guernsey
Swiss private banking group Julius Baer has bolstered its investment team in Guernsey by hiring Derek Beatty as executive director and senior portfolio manager.
Banque Havilland concludes Banque Pasche acquisition
Luxembourg-based private bank Banque Havilland has wrapped up the acquisition of the share capital of Swiss private bank Banque Pasche.
Rayner Spencer rolls out its own advisory platform
Rayner Spencer Mills Research (RSMR), a research and ratings group, has introduced its own adviser platform to host its seven risk-aligned portfolios – Rfolios.
FCAs new report reveals flaws in banks anti-money laundering regime
British banks are using anti-money laundering (AML) laws as an excuse to close accounts of financial technology firms, charities, small businesses, and foreign nationals to reduce the cost of complying with tougher capital and regulatory requirements, according to a study commissioned by the FCA.
German wealth managers expect to lose market share to robo-advisors: Verdict Financial
More than 86% of German wealth managers working with high net worth (HNW) individuals believe that they will lose market share to automated investment services over the next two years, according to market researcher Verdict Financial.
Vanguard rolls out four active ETFs for UK market
American investment management company Vanguard has introduced four actively managed funds for the UK market.
Maitland opens new office in Miami to support Latin American business
Maitland, a global advisory and fund administration company, has opened a new office in Miami to support its growing business in Latin America.