All articles by Verdict Staff
Verdict Staff
Julius Baer to acquire stake in Chinese wealth manager Jupai
Chinese wealth manager Jupai Holdings has signed a share purchase agreement with Julius Baer Investment, a wholly owned subsidiary of Julius Baer Group.
Objectway: Taking a closer look at wealth management and technology trends for 2016
Peter Schramme, CEO at Objectway, gives his predictions for digital trends in the wealth management industry in 2016
Aberdeen wraps up Arden Asset Management acquisition
Aberdeen Asset Management has bolstered its global alternatives platform by completing the acquisition of Arden Asset Management, a US-based hedge fund specialist with offices in New York and London.
Schroder Real Estate appoints new director of strategic partnerships
British asset management firm Schroders has appointed Makoto Fukui as director of strategic partnerships for its real estate business.
BOK Financial buys Weaver Wealth Management
US-based BOK Financial has signed an asset purchase agreement to acquire Weaver Wealth Management, which is owned by the accounting firm Weaver and Tidwell.
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Beechwood completes Old Mutual Bermuda acquisition
Beechwood Bermuda, a provider of international investment plans, has wrapped up its acquisition of Old Mutual Bermuda, a provider of insurance and investment products with over $1bn in assets, which closed for new business in 2009.
Building funds for retirement top priority for millionaires: deVere Group survey
Building funds for their retirement, to more regularly review their investment portfolios, and to save more to leave for their loved ones in their wills are the top three financial resolutions for 2016 for high net worth individuals, reveals a survey conducted by deVere Group.
Malvern to open private banking office in Villanova, Pennsylvania
Malvern Federal Savings Bank, the wholly owned subsidiary of Malvern Bancorp, has revealed plans to open a private banking branch office in Villanova, Pennsylvania, at 801 East Lancaster Avenue.
Ivy Investment launches targeted return bond fund
Ivy Investment Management Company (IICO) has introduced a targeted return bond fund that seeks to provide a positive total return over the long-term across all market environments.
Cerberus appoints new senior managing director of Cerberus UK Advisors
Cerberus Capital Management, a US-based private equity firm, has named David Abrams as the new senior managing director of Cerberus UK Advisors in its London office.