All articles by Verdict Staff
Verdict Staff
Ally Financial to acquire TradeKing Group
Detroit-based lender Ally Financial has agreed to purchase TradeKing Group, a brokerage and direct-to-consumer robo-adviser, in a deal worth $275m.
Standard Life to snap up London-based IFA Baigrie Davies
Standard Life’s financial planning unit 1825 has agreed to buy London-based IFA Baigrie Davies to set up a presence in London.
Westpac faces legal proceedings over rate manipulation
The Australian Securities and Investments Commission (ASIC) has launched legal proceedings against Australian banking major Westpac for bank bill swap reference rate (BBSW) manipulation.
Investment Association names new CEO
The UKs Investment Association (IA) has named Chris Cummings as its new CEO, following the departure of Daniel Godfrey in October 2015.
Litman Gregory taps Envestnet | Tamarac for portfolio management solution
US-based Litman Gregory Asset Management has opted for Envestnet | Tamarac’s Advisor View portfolio management and performance reporting application.
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Julius Baer bolsters private banking team in Guernsey
Swiss private banking group Julius Baer has appointed five locally based senior private bankers and investment managers for its Channel Island and international businesses.
Lombard International sets up new office in New York City
Lombard International, a provider of wealth structuring solutions, has opened a new office in New York City.
Macquarie Investment Management appoints new Nordic sales head
Macquarie Investment Management (MIM), part of Macquarie Groups asset management unit, has hired David Derger as its new head of Nordic sales.
Major British banks among biggest facilitators of offshore deals: Panama Papers
Some of the largest British banks including HSBC and Coutts have helped the wealthy dodge taxes by creating over 2,000 offshore companies for their clients, according to Panama Papers revelations.
Canaccord Genuity Wealth Management teams up with Credit Suisse Asset Management
Canaccord Genuity Wealth Management in Canada has joined forces with Credit Suisse Asset Management (CSAM) to provide its high net worth investors investment tools and access to the CSAM Capital Discipline Strategies in Canada.