All articles by Verdict Staff
Verdict Staff
T.E. Wealth snaps up Doherty & Bryant Financial Strategists
T.E. Wealth, a subsidiary of iA Financial Group, has purchased Calgary-based personal financial planning firm Doherty & Bryant Financial Strategists.
Tilney Bestinvest appoints new investment management head for England
Tilney Bestinvest has appointed Alan Edwards as its new head of investment management for England.
CTBC Financial Holding to buy 35.6% stake in LH Financial Group
Taiwan’s CTBC Financial Holding has agreed to acquire a 35.6% stake in Thailand’s LH Financial Group for THB16.6bn ($471m).
Stonehage Fleming appoints new CEO for investments division
London-based multi-family office Stonehage Fleming has appointed Graham Wainer as the new CEO and head of investments for Stonehage Fleming Investment Management, its investments division.
WEALTHINSIGHT COMMENT: Focus on luxury tourism trends for UHNWIs
As an increasing number of ultra wealthy clients are spending their wealth on vacations, it has become necessary for luxury hotels, tour operators and concierge services to customise their offerings accordingly based on specific UHNWIs preferences, interests and demographics. Completing rigorous KYC functions and being customer focused is the only way to service the UHNWI clients, writes Dr Roselyn Lekdee
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South Korean regulator announces plans to overhaul financial advisory sector
The Financial Services Commission (FSC) of South Korea has unveiled plans to restructure the countrys financial advisory sector, under which Independent Financial Advisers (IFAs) will be allowed to provide independent advice, free from product providers.
Waverton acquires investment firm 2CG Senhouse
Waverton Investment Management has acquired 2CG Senhouse, a London-based fund boutique specialising in Continental European and Southeast Asian equities, for an undisclosed amount.
Wealthy young Americans share philanthropic behaviours of the ultra-wealthy: SEI
Philanthropic behaviours of wealthy young high-net-worth (HNW) Americans are similar to the wealthiest individuals and families in the country, according to a survey report by SEI.
Valartis to sell Liechtenstein-based private banking arm to Hong Kong watch retailer
Swiss firm Valartis Group has agreed to sell its Liechtenstein-based private banking arm to Hong Kong luxury watch retailer Citychamp Watch & Jewellery Group for CHF77.7m (nearly $80m).
ABR Dynamic Funds rolls out Smart Volatility mutual fund
ABR Dynamic Funds, a New York-based asset management firm, has launched its Smart Volatility mutual fund, which will allow investors to diversify with volatility.