All articles by Verdict Staff
Verdict Staff
UBP expands European equity team with new hire
Swiss private bank Union Bancaire Privee (UBP) has bolstered its European equity team by hiring Matthew Kates as new director and senior analyst.
Banque Syz completes RBC Swiss subsidiary merger
Swiss private bank Banque SYZ has completed its merger with RBC Suisse, the Swiss subsidiary of Royal Bank of Canada, renamed Banque SYZ Suisse SA.
ECB approves Oddo & Cie’s counterbid for BHF Kleinwort Benson
French financial services firm Oddo & Cie has received approval from European Central Bank (ECB) to go ahead with its counterbid for BHF Kleinwort Benson Group.
Putnam Investment hires new CEO
Putnam Investment Management Company (F.L. Putnam) has hired R. Thomas Manning as new chief executive officer and president replacing John Carberry, who is set to retire from his role after a spell of 15 years with the firm.
Spains Renta 4 Bank hires Citi to directly access China A-Share market
Renta4, a publicly listed Spanish bank specialized in wealth management, brokerage services and corporate advisory, has selected Citi to provide execution to custody (E2C) services for transactions in China A-Shares through the Shanghai-Hong Kong Stock Connect (Stock Connect).
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Bank of the West Wealth Management launches new initiative for business owners
Bank of the West Wealth Management Group, a subsidiary of BNP Paribas, has launched a new initiative called Private Business Owner Solutions aimed to focus on meeting the unique needs of business owners.
Cross Coastal Advisors formed to meet planning needs of HNWIs
Gregg Miles and James Masur have merged their respective financial services offices to launch Cross Coastal Advisors to provide high-net-worth (HNW) individuals wealth transfer strategies and comprehensive financial planning services in the Boston area and nationwide.
Forget the Fed: 2016 is all about growth
Rather 2016 will be the year of using high yield and a mix of alternative strategies / financial products as the way to hedge portfolio risk. And the markets fixation on a strong US dollar is probably wrong as the greenback tends to peak before a rate hiking cycle commences, writes Coutts global chief economist, Mark McFarland
Manulife Asset Management wins C$8bn mandate from MD Financial
Manulife Asset Management has won a more than C$8bn mandate to manage assets in four fixed income solutions offered by MD Financial Management, a Canadian Medical Association (CMA) owned wealth management organization.
Key trends in the wealth management industry 2015-16: Pictet
Pierre-Alain Wavre, equity partner, head of Pictet Investment Office, chairman of the investment committee of Pictet Wealth Management, highlights three key trends in the wealth management sector that have been at the forefront in 2015 and will continue to dominate in 2016