All articles by Verdict Staff
Verdict Staff
Julius Baer appoints new head of Wealth & Tax Planning Advisory Asia
Bank Julius Baer appoints Eleanor Yuen as head of Wealth & Tax Planning Advisory Asia with immediate effect. Based in Hong Kong, she will lead specialised teams to provide wealth and tax planning services to clients in the region.
Invesco takes full control of Indian asset management JV
New York-based Invesco has increased its shareholding in its Indian asset management joint venture (JV) with Religare Enterprises to 100%.
Azimut buys 51% stake in Australias Sigma Funds Management
Italian asset manager Azimut via its wholly owned Luxembourg holding company, AZ International Holdings, has acquired 51% stake in Australian equities manager Sigma Funds Management.
FCA warns asset managers to review fund distribution process
UKs Financial Conduct Authority (FCA) has called on asset managers to review the way they distribute their funds.
Investec Wealth & Investment recruits MD for UK
Investec Wealth & Investment (IW&I) has named Tom Street to the newly-created role of managing director, IW&I UK.
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Boston Private appoints new CEO for its Private Banking Group
Boston Private, a provider of integrated wealth management, trust and private banking services, has appointed George Schwartz as CEO of its Private Banking Group.
Liontrust to take over Argonauts European income business
British specialist fund manager Liontrust has agreed to acquire Argonaut Capital Partners European income business after Barry Norris took full control of Argonaut.
Succession sets up new office in Salisbury
British advice firm Succession Group has set up its fifth client servicing hub in Milford House, Salisbury.
Julius Baer appoints new head of private banking in Greater China
Bank Julius Baer appoints David Shick as head of Private Banking Greater China with immediate effect. Based in Hong Kong, he will be responsible for expanding the banks business presence and client base across Greater China.
Cortland Banks partners with Ellsworth to expand its wealth management services
Cortland Savings and Banking Company (Cortland Banks) has teamed up with Ellsworth Private Wealth Management to support its new wealth management program Cortland Private Wealth Management on LPLs advisory platform.