All articles by Verdict Staff
Verdict Staff
NewStar Financial to buy $2.3bn alternative asset manager Feingold O’Keeffe Capital
NewStar Financial has signed an agreement to buy Feingold O’Keeffe Capital (FOC), a private alternative asset firm based in Boston.
Crestbridge to expand into Cayman Islands
Crestbridge, a Jersey based funds, corporate and family office firm, is planning to open a office in Cayman Islands by end of 2015, subject to receipt of regulatory approval from the Cayman Islands Monetary Authority.
UBS hires new head of wealth-management group for Long Island region
UBS Americas has hired former Barclays executive John Houlihan as new head for its wealth management group in New York’s Long Island region.
deVere Group appoints new chairman
deVere Group, a UK-based financial advisory firm, has appointed Peter Hobbs as its new chairman.
ABN AMRO sacks another private banker in Dubai fraud probe
ABN AMRO Group has fired another employee at its private banking arm in Dubai for breaching its code of conduct, bringing the total of fired employees in the fraud investigation up to nine.
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Old Mutual Wealth names new advisory sales head
Old Mutual Wealth has named Gary Dale as head of advisory sales, effective 30 November 2015.
FinaMetrica partners with Swiss private bank to develop robo-advice tool
FinaMetrica, an Australian risk tolerance specialist firm, has partnered with NBK Private Bank Switzerland to develop a new robo-advice tool for NBKs private bankers in the next few months.
BTG Pactual completes acquisition of Swiss private bank BSI
Brazilian investment bank BTG Pactual has completed the acquisition of BSI, the Swiss private-banking unit of Italian insurer Assicurazioni Generali.
FolioDynamix introduces new investor portal for wealth management firms
FolioDynamix, a US-based provider of wealth management technology and advisory services, has introduced a new investor portal that allows wealth management firms to offer their clients access to performance reports and portfolio information.
Swiss private bank Bank La Roche reaches tax evasion deal with US DoJ
Switzerland-based Bank La Roche & Co has reached a resolution with the US Department of Justice (DoJ) over the tax evasion cases under the department’s Swiss bank programme.