All articles by Verdict Staff
Verdict Staff
Multi-family office Pennington Partners launches operations
Pennington Partners, a SEC-registered private multi-family office that serves the complex and comprehensive financial needs of ultra-high net worth families, has commenced operations in the US.
Triple A Super partners with Ignition Wealth to offer automated advice
Triple A Super, a self-managed superannuation fund (SMSF) administrator, has partnered with robo-advice provider Ignition Wealth to provide online, automated administration services and an investment advice platform.
Investec Wealth & Investment hires business development director for Leeds office
Investec Wealth & Investment (IW&I) has appointed James Bowles as the new business development director in its Leeds office.
First Republic Bank hires new CIO for private wealth management business
First Republic Bank, a US-based private bank and wealth manager, has named Chris Wolfe as the new CIO of First Republic Private Wealth Management.
IGM Financial buys stake in digital wealth advisor Personal Capital
IGM Financial, a Canadian personal financial services firm, has completed a $50m investment in US-based digital wealth advisor Personal Capital.
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Investecs wealth & investment unit annual profit rises 9%
Investecs wealth & investment arm has posted an operating profit of £85.7m for the year ended 31 March 2016, up 8.8% compared to £78.8m a year ago, driven by higher average funds under management and solid net inflows of £2.1bn.
Brewin Dolphin H1 pre-tax profit plunges 42%
British wealth manager Brewin Dolphin has reported pre-tax profit of £21.5m for the half year ended 31 March 2016, a 42.2% fall compared to £37.2m a year ago.
Evercore Wealth Management names new managing director
Evercore Wealth Management has appointed Barclays banker Douglas Dewey as its new managing director and financial advisor.
FPI appoints new MD for Singapore operations
Friends Provident International (FPI), a unit of the Aviva group, has named Andrew Waddell as the new managing director for its Singapore arm, replacing Chris Gill.
Centuria buys 15.2% stake in GPT Metro Office Fund
Centuria Capital and its listed property funds have together snapped up a 15.2% stake in Australian real estate investment trust GPT Metro Office Fund (GMF).