All articles by Verdict Staff
Verdict Staff
Chubb rolls out new insurance coverage suite for family offices
Property and casualty insurer Chubb has unveiled a new insurance coverage suite, known as Family Office Amplifier, to protect family offices in the US from professional and management liability exposures.
Wealthsimple unveils new online platform for financial advisors
Canadian online investment service Wealthsimple has introduced a new online platform for financial advisors, dubbed Wealthsimple for Advisors, which will manage investment portfolios for their clients.
Societe Generale appoints chief country officer for South Korea
Societe Generale has named Andrew Kim as its new chief country officer for South Korea and branch manager of Societe Generale Seoul branch, replacing Raphael Cheminat who will assume another role within the group.
EFG receives regulatory approval for BSI acquisition
EFG International has secured the regulatory nod from the Swiss Financial Market Supervisory Authority FINMA for its proposed acquisition of Grupo BTG Pactuals Swiss private banking unit BSI.
Dynasty Financial forms strategic alliance with Global Investor Services
Dynasty Financial Partners (DFP), an integrated wealth management services and technology platform for advisors, and Global Investor Services (GIS) have formed a strategic partnership with to expand their global wealth platform.
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New online wealth management service launched in UK
Former Goldman Sachs partner Charlotte Ransom and former JP Morgan managing director Thomas Salter have launched a new online wealth management service in the UK, branded as Netwealth.
Ares Capital to acquire American Capital in $3.4bn deal
Ares Capital has agreed to acquire American Capital, a US-based private equity firm and global asset manager, in a cash-stock deal worth about $3.43bn.
UBS reorganises wealth management operations in Asia
Swiss banking giant UBS has reorganised its wealth-management business in Asia by slashing private banker headcount in Singapore and Hong Kong.
Parametric names new global head of marketing
Parametric Portfolio Associates, the Seattle-based subsidiary of investment management firm Eaton Vance, has appointed Marc Fiore to the newly created role of managing director, global head of marketing for Parametric in the US and Australia.
ANZ hires new CFO
The Australia and New Zealand Banking Group (ANZ) has named seasoned investment banker Michelle Jablko as its new CFO.