All articles by Verdict Staff
Verdict Staff
Boal & Co buys Zurich Insurances trust business in Jersey
Boal & Co, an Isle of Man-based provider of actuarial and consulting services, has purchased Zurich Trust, a Jersey-based trust business of Zurich Insurance Group, following approval from the Jersey Financial Services Commission.
Pershing expands its Retirement Plan Network
Pershing, a BNY Mellon company, has added four third-party model providers to its retirement plan network, which offers advisors with tools, solutions and technology to service their retirement plan business.
Tilney Bestinvest introduces ‘ready-made portfolios’
British wealth manager Tilney Bestinvest has launched ‘ready-made portfolios’ for investors with £100 or more to invest.
Gresham House Asset Management appoints new managing director
Gresham House Asset Management has hired Rupert Robinson, former CEO of Schroders Private Bank, as its new managing director.
Edmond de Rothschild Asset Management names head of UK wholesale
Edmond de Rothschild Asset Management has named Daniel Lee as new director and head of UK wholesale, effective 1 October 2015.
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Multi-family office FFO completes merger deals with two firms
FFO, a multi-family office serving ultra-wealthy clients and a partner firm of Focus Financial Partners, has completed two merger deals on 1 September 2015, which will nearly double its size and boost its ability to serve clients.
Brown Shipley implements SimCorps solution to automate client reporting
British private bank Brown Shipley has implemented SimCorp’s Coric Client Communications system to enhance its client service and offer tailor-made solutions in response to clients needs.
Close Brothers asset management arm posts 80% rise in adjusted operating profit
Close Brothers’ asset management arm has reported adjusted operating profit of £17.8m for the year ended 31 July 2015, up 80% compared to £9.9m a year ago.
Infront opens new office in London
Infront, a Norway-based provider of financial information and trading terminals, has expanded its footprint into the UK market by opening a new office in London at Becket House on Old Jewry.
Noah forms strategic partnership with UKTI
Noah Holdings, a wealth management services provider for HNWIs and enterprises in China, has entered into a strategic partnership with UK Trade & Investment (UKTI) to open up opportunities for Chinese HNWIs in investment, philanthropy, cultural exchanges, and education in the UK.