All articles by Verdict Staff
Verdict Staff
Swiss bank AKB reaches deal with US to settle tax evasion case
Swiss bank Aargauische Kantonalbank (AKB) has reached resolution with the US Department of Justice (DoJ) over the tax evasion cases under the department’s Swiss bank programme.
Octopus Investments appoints new strategic partnerships manager
London-based fund manager Octopus Investments has hired Lotfi Ladjemi as strategic partnerships manager to support the companys activities in the wealth management market.
Brooks Macdonald, Generali PanEurope to offer discretionary services in Portugal
Brooks Macdonald International (BMI) has partnered with Generali PanEurope to offer discretionary investment management services to investors in Portugal.
Ashburton Investments to acquire Atlantic Asset Management
Ashburton Investments, the investment management arm of FirstRand Group, has agreed to buy 100% of Atlantic Asset Management, a Cape Town-based fixed income asset manager for an undisclosed sum.
Vontobel launches new decision making tool to buy structured products
Swiss asset and wealth manager Vontobel has rolled deritrade SmartGuide, a customizable decision making tool to buy structured products by utilizing smart-and crowd data, forits relationship managers and asset managers in Europe and Asia Pacific.
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Investment Association shuts down regulatory unit to cut costs
The UK’s Investment Association (IA) has closed its regulatory affairs unit in an effort to slash costs after three of its biggest members were have decided to review their membership with the trade body in 2015.
Smith & Williamson: 2015 review and 2016 expectations
Michael Pagliari, partner in investment management at Smith & Williamson, the accountancy, investment management and tax group explores 2015 and outlines his expectations for 2016
Scotiabank unveils new wealth management brand
Canadian lender Scotiabank has introduced its new Scotia Wealth Management brand as well as an integrated approach to serving clients’ wealth management needs.
Adapt or risk losing the next generation of HNWIs: RBC Wealth Management
The fact that young high net worth individuals (HNWIs) are vital to the future of wealth management is evident. But what makes young HNWIs tick, how will this influx of young wealth shape the wealth management landscape, and are wealth managers ready for the complexities of engaging with todays younger generation, writes Tim Houghton, head of client experience and channel strategy, RBC Wealth Management
Guernsey Finance inks MoU with Shanghai Family Office Union
Guernsey Finance has inked a memorandum of understanding (MoU) with the Shanghai Family Office Union (SFOU) to support business development initiatives between Guernsey and the SFOU.