All articles by Verdict Staff
Verdict Staff
St. James’s Place gross inflows up 16% in Q1
British wealth manager St. James’s Place (SJP) said that its gross inflow of funds under management during the first quarter ended 31 March 2016 increased 16% to £2.45bn from £2.11bn in the prior year.
EU finance ministers gives go-ahead to major anti-tax evasion measures
EU finance ministers have approved multiple anti-tax evasion measures in an effort to combat the tax-evading methods revealed by the recent massive data leak known as Panama Papers.
SJP teams up with Metro Bank to launch mortgage product
British wealth manager St. James’s Place (SJP) has partnered with Metro Bank to launch a new mortgage product for clients looking to support their children or grandchildren in buying their first home.
Hargreave Hale hires investment manager for London office
UK investment manager Hargreave Hale has named Nigel Rosner as the new investment manager for the company’s London office.
US tops philanthropic giving globally
The United States remains the leader globally in personal philanthropy followed by Europe and Asia, with the Middle East achieving the sharpest increase in philanthropic giving, according to the fourth annual BNP Paribas Individual Philanthropy Index by Forbes Insights.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Maybank Private Wealth implements Avaloq banking suite
Maybank Private Wealth rolls out Avaloq technology across its Singapore-based wealth management business.
Tortoise Credit Strategies buys majority stake in US investment adviser Bradford & Marzec
Tortoise Credit Strategies, a unit of Tortoise Investments, has agreed to acquire a majority stake in Los Angeles-based investment adviser Bradford & Marzec in conjunction with a management buyout (MBO) by key Bradford & Marzec employees.
Quilter Cheviot sets up representative office in Dubai
British investment manager Quilter Cheviot, which was acquired by Old Mutual Wealth in 2015, has launched a new representative office in the Dubai International Financial Centre (DIFC), UAE.
Alpha FMC sets up dedicated compliance practice
Alpha FMC, an asset and wealth management consultant in the UK, has launched a dedicated compliance practice to enable clients comply with regulatory norms.
NFU Mutual, Genpact form wealth management partnership
UK-based NFU Mutual has partnered with Genpact to launch new advised and direct-to-consumer offerings, which will be powered by Genpacts wealth management solution.