All articles by Verdict Staff
Verdict Staff
Bellpenny acquires two more advice firms bringing in £150m of FUM
British wealth manager Bellpenny has acquired advice firms Ashton KCJ Financial Planning and Principals in Practice, boosting its assets under advice by £150m.
UK Treasury and FCA launch Financial Advice Market Review
The Financial Conduct Authority (FCA) and UK Treasury have launched a joint consultation to explore ways to improve customers’ access to financial advice.
Yes Bank receives RBI approval to set up asset management company
Indian private sector lender Yes Bank has received approval from the Reserve Bank of India (RBI) to sponsor a mutual fund as well as to set up an asset management company (AMC) and a trustee company.
Segall Bryant & Hamill buys Trees Investment Counsel
Segall Bryant & Hamill (SBH), an investment management firm with $9.7bn in AuM, has purchased Trees Investment Counsel, a provider of investment counsel and management for affluent individual investors, families, and trusts and estates for an undisclosed sum.
Hellman & Friedman to buy majority stake in Edelman Financial
American private equity firm Hellman & Friedman (H&F) has agreed to acquire a majority stake in Edelman Financial Services LLC, a wealth management firm led by Ric Edelman.
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Bank of China Singapore Branch selects AxiomSL liquidity solution
Bank of China Singapore Branch (BOCSG) has implemented AxiomSL liquidity solution to comply with the Monetary Authority of Singapore (MAS) 649 liquidity reporting requirements for its Singapore business.
Carey Olsen opens office in Singapore
Offshore law firm Carey Olsen has opened a new office in Singapore that will provide offshore legal services to its clients in the region.
Julius Baer expands partnership with Formula E Championship until 2019
Swiss private banking giant Julius Baer has expanded its partnership with FIA Formula E Championship until the end of season five in 2019.
Nearly 70% people without an adviser only plan short-term finances: deVere poll
A poll conducted by independent financial advice firm deVere found that seven out of ten people only plan their finances for the short term but more and more are taking a longer-term perspective.
UBS, Credit Suisse, Banques Cantonales Latines institute joint certification standard for client advisors
UBS, Credit Suisse and the Banques Cantonales Latines (the cantonal banks of Ticino, Fribourg, Geneva, Jura, Valais, Neuchâtel and Vaud) have agreed on a joint, state-accredited certification standard for client advisors to document their capabilities in wealth management, retail and corporate banking.