All articles by Verdict Staff
Verdict Staff
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.
Elian completes SFM Europe acquisition
Elian, a provider of corporate services, fund services, private wealth and capital services, has completed the acquisition of SFM Europe, a provider of corporate services.
Rathbones appoints new financial planning head
Rathbone Investment Management has expanded its in-house financial planning team by hiring Gaius Jones as new head of financial planning.
Stifel completes Barclays Wealth Americas acquisition
Stifel Financial has completed the purchase of Barclays’ Wealth and Investment Management, Americas franchise in the US (Barclays Wealth Americas).
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Isle of Man signs tax information exchange agreement with Spain
The Isle of Man has signed a tax information exchange agreement (TIEA) with the Kingdom of Spain in London.
FIIG Securities creates new advisor services division
Australian fixed income provider FIIG Securities has created a new advisor services division, to cater to the business needs of financial advisers.
Linedata launches new version of its transfer agency solution Mshare
Fintech provider Linedata has released the latest version of its transfer agency solution Linedata Mshare, which offers enhanced private equity functionality, new cost basis capabilities and updates to the allocations module.
KBL epb names new group CFO
Luxembourg-based KBL European Private Bankers (KBL epb) has hired Rachel Hamen as group chief financial officer (CFO, replacing Yves Pitsaer.
U.S. Bank expands the Private Client Reserve team in Cincinnati
U.S. Bank has appointed John Benevides as the east region president of The Private Client Reserve.