All articles by Verdict Staff
Verdict Staff
SSQ Financial selects L&T Infotech for wealth management solutions
SSQ Financial Group, a diversified financial institution in Canada, has selected L&T Infotech Canada as its provider of wealth management solutions.
Wilmington Trust hires new private banker for Syracuse office
Wilmington Trust, a wholly owned subsidiary of M&T Bank, has hired Julia ODonell as new private banker for its office in Syracuse, New York.
Crestone to implement Avaloq Banking Suite
Crestone, the company acquiring the domestic wealth management arm of UBS Australia, is set to implement Avaloq Banking Suite to support its business growth plans.
Crédit Agricole, Dreyfus Sons and Baumann reach tax evasion deal with US
The US Department of Justice (DoJ) has reached a resolution with Credit Agricole Suisse (CAS), Dreyfus Sons & Co and Baumann & Cie over the tax evasion cases under the department’s Swiss Bank Program.
ARC adds Nutmeg to its private client indices
Asset Risk Consultants (ARC), a UK-based independent private client and charity investment consulting company, has added online wealth manager Nutmeg to its private client indices (PCI).
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Paradigm founding partner to launch robo-advice service in 2016
IFA group Paradigm founding partner Anthony Morrow has joined forces with Duncan Cameron, co-founder of Moneysupermarket, to launch a new online advice business called eVestor in 2016.
Of changes and opportunities
In private banking, client behaviour is rapidly changing. The industry on the whole is going through several changes as well. Jeroen Rijpkema, CEO of ABN AMRO Private Banking International, writes about how all these changes present ample growth opportunities for private banks and its wealthy clients
FCA slaps £6m fine on Threadneedle Asset Management over controls and accuracy failures
British financial regulator FCA has imposed a £6m fine on Threadneedle Asset Management (TAML) for past control failures in its fixed income area, providing inaccurate information to the regulator and for failing to promptly correct the inaccuracies.
The ever growing importance of technology in wealth management: Avaloq
Technological innovation has become essential to ensure that the wealth management industry serves the future needs and demands of the customer, market, and regulatory landscape, and it will continue to dominate in 2016, writes Thibaut Jacquet-Lagreze, head of marketing and sales HQ at Avaloq
Julius Baer to buy Commerzbank Luxembourg business for EUR68m
Julius Baer has signed an agreement to purchase Commerzbank International SA Luxembourg (Cisal), a fully-licensed private bank that has about EUR3bn in assets under management, for approximately EUR68m.