All articles by Verdict Staff
Verdict Staff
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.
ANZ expands China presence
Australian banking giant ANZ has expanded its footprint in China by launching a new branch in Qingdao, Shandong Province.
European Wealth buys Bells Financial Planning
European Wealth has acquired Bells Financial Planning, the financial planning arm of legal firm Bells Solicitors, for £675,000.
JLT EB to buy corporate arm of Close Brothers Asset Management
JLT Employee Benefits (JLT EB), a UK-based pension and benefit consultancy, has agreed to purchase the corporate business of Close Brothers Asset Management (CBAM) for an undisclosed sum.
LGIM introduces new range of defined contribution offerings
Legal & General Investment Management (LGIM) has unveiled its new range of defined contribution (DC) offerings, called L&G Pathway Fund Range.
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RBC Wealth Management expands Hong Kong team
RBC Wealth Management has expanded its Hong Kong office by appointing Anita Wong as new executive director.
300 North Capital selects Ultimus Advisor Solutions for middle office services
300 North Capital, a US-based institutional investment manager, has selected the Ultimus Advisor Solutions to provide shadow accounting and other middle office services for its three hedge funds and their separate accounts.
Walker Crips rolls out new managed portfolio service for financial advisors
Walker Crips, an integrated investment and wealth management group, has rolled out a new managed portfolio service for financial advisors in the UK.
Credit Suisse appoints new wealth management CIO for Asia Pacific
Swiss banking giant Credit Suisse has named John Woods as new chief investment officer Asia Pacific for private banking & wealth management.
Raymond James lures $550m advisory team from UBS
Raymond James has lured a team of four financial advisors and two support staff from UBS that managed more than $550m in client assets.