All articles by Verdict Staff
Verdict Staff
Baird to buy asset manger Chautauqua Capital
Baird, an employee-owned, wealth management, capital markets, private equity and asset management firm, has agreed to purchase Chautauqua Capital Management, an investment manager in Colorado, for an undisclosed sum.
Deutsche Bank (Suisse) reaches deal with US to settle tax evasion case
Swiss firm Deutsche Bank (Suisse) has reached resolution with the US Department of Justice (DoJ) over the tax evasion cases under the department’s Swiss bank programme.
Octopus hires new strategic partnerships manager to expands HNW client base
Octopus Investments, a London-based fund manager, has appointed Tim Lambert as new strategic partnerships manager to expand its high-net-worth client base.
Henderson rolls out new pan European dividend income fund
Henderson Global Investors has rolled out a new Luxembourg-domiciled Pan European Dividend Income Fund aimed to deliver income above the market average from pan European stocks.
Banque J. Safra Sarasin to buy private banking arm of Bank Leumi Luxembourg
Swiss private bank Banque J. Safra Sarasin has agreed to acquire the private banking unit of Bank Leumi Luxembourg.
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Israels Discount Bank to sell Swiss subsidiary
Israel Discount Bank has agreed to offload its Swiss operations- IDB Swiss Bank- to Hyposwiss Private Bank Geneva for CHF10.9m ($10.6m).
Credit Suisse names new private banking head for Australia
Swiss banking giant Credit Suisse has named Alex Wade as new head of private banking Australia, replacing Edward Jewell-Tait.
Fidelity Clearing & Custody unveils new program to fight elder financial abuse
Fidelity Clearing & Custody, the division of Fidelity Investments, has teamed up with technology provider EverSafe to launch a new program that helps advisors protect aging clients from financial abuse.
Huatai Financial selects Appway to automate client lifecycle processes
Huatai Financial Holdings (Hong Kong), a subsidiary of Chinese brokerage firm Huatai Securities, has deployed Appway’s client onboarding solutions to automate all client lifecycle processes and adopt uniform best practices in client onboarding.
Old Mutual names new international marketing head
Old Mutual International, part of Old Mutual Wealth, has hired Karen Blatchford as head of international marketing, to lead the next phase of its growth plans.