All articles by Verdict Staff
Verdict Staff
Lombard International Assurance hires new Switzerland head
Lombard International Assurance has named Christoph Habluetzel as new head for Switzerland in a move to support its Swiss growth strategy.
Praemium expands partnership with Infocus Wealth
Investment administration provider Praemium and Infocus Wealth Management have extended their partnership to create an end-to-end advice and investment solution.
James Hambro & Partners unveils new range of managed multi-asset portfolios
London-based wealth manager James Hambro & Partners has unveiled a new range of managed multi-asset portfolios into the advisory market.
EXPERT COMMENT: UHNWs and endowments are risking portfolio health through rigid pay-out policies
Charlotte Thorne, partner at private investment office Capital Generation Partners, explains how volatility is both an opportunity and a risk for UHNW investors and that a holistic approach to spending and investment can achieve better results.
Swiss banks BIL Switzerland, ZGKB reach tax evasion deal with US
The US Department of Justice (DoJ) has reached a resolution with Banque Internationale à Luxembourg (Suisse) (BIL Switzerland) and Zuger Kantonalbank (ZGKB) over the tax evasion cases under the department’s Swiss Bank Program.
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Mergermarket Group buys C6 Intelligence
Mergermarket Group, a BC Partners portfolio company, has purchased C6 Intelligenc, a UK-based provider of global risk intelligence and data.
Family engagement critical to financial success for wealthy Americans: SEI study
Lack of family engagement is one of the biggest challenges facing high net worth Americans with regard to family wealth. Family financial disputes are among the biggest hurdles to achieving financial goals and young family members are in the dark when it comes to understanding and managing the wealth they will eventually inherit, according to a new report by SEI.
Swiss cantonal bank BCV nine-months operating profit up 9%
Swiss cantonal bank Banque Cantonale Vaudoise (BCV) has posted an operating profit of CHF390m for the first nine months of 2015, a 9% increase compared to the same period last year.
SS&C Technologies forms strategic partnership with Quovo
SS&C Technologies, a provider of financial services software, has partnered with Quovo, a financial data science company, to offer additional asset and liability data aggregation to advisors and wealth managers using its Black Diamond wealth platform.
Washington Trust names new senior vice president for wealth management
Washington Trust Wealth Management has named Kathleen Ryan as new senior vice president for wealth management client services, trust and estate services, effective from December 2015.