All articles by Verdict Staff
Verdict Staff
Round Table Wealth Management hires new strategic relationship director
Round Table Wealth Management, a US-based wealth and investment management firm, has appointed Francis Hayes, Jr. as director of strategic relationships.
AIMCo buys stake in DFG Investment Advisers
Canada-based Alberta Investment Management (AIMCo) has purchased a minority stake in DFG Investment Advisers, a New York-based asset manager with nearly $2bn in corporate and structured credit assets.
Goldman Sachs Q4 revenues fall 5%
Goldman Sachs has posted net revenues of $7.27bn for the fourth quarter of 2015, down 5% from $7.68bn a year ago.
Deutsche Bank expects to post $7.3bn net loss for 2015
Deutsche Bank said it expects to post a net loss of about EUR6.7bn ($7.3bn) for 2015 after putting aside more money for litigation, write-downs and restructuring charges.
Emirates NBD appoints new private banking head
UAE-based Emirates NBD has appointed Saod Obaidalla as new executive vice president and head of private banking.
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Canada signs double tax agreement with Taiwan
Canada and Taiwan have signed a double tax agreement (DTA) aimed to limit the withholding tax rates on income from dividends, interest, and royalties, and provide for the exchange of tax information.
IRESS launches enhanced Adviser Office tools
Australian financial software company IRESS has introduced latest enhancements to its Adviser Office solution, which helps advisors in providing a better customer experience for their clients.
BNY Mellon to acquire assets of Atherton Lane Advisers
BNY Mellon has agreed to acquire the assets of Atherton Lane Advisers, an independent investment manager which has about $2.7bn in assets under management and serves about 700 HNW clients.
TFM Asset Management renamed as Julius Baer Wealth Management
TFM Asset Management, a member of the Julius Baer Group focused on investment management services for Japanese HNWIs, has been rebranded as Julius Baer Wealth Management (JBWM).
Brown Shipley appoints new business development director
British wealth manager Brown Shipley has hired Gavin Wiggans as new business development director.