All articles by Verdict Staff
Verdict Staff
Third Financial unveils new Tercero Platform for wealth mangers
Third Financial, a London-based provider of wealth management software, has unveiled its next-generation platform service, called Tercero Platform, for wealth and investment managers through its subsidiary, Third Platform Services (TPS).
Beacon Pointe Wealth buys TPW Financial
Beacon Pointe Wealth Advisors, an independent RIA based in Newport Beach, has acquired TPW Financial, a $300m wealth management firm, in a move to boost its presence in the East Coast.
Another Swiss private bank reaches deal with US to settle tax evasion case
Switzerland-based Valiant Bank has reached a resolution with the US Department of Justice (DoJ) over the tax evasion cases under the department’s Swiss bank programme.
Federated Investors to buy money market assets worth $1.1bn from Huntington Asset
Federated Investors, a US-based financial services firm, has agreed to acquire money market fund assets worth about $1.1bn from Huntington Asset Advisors.
Neuberger Berman expands business development team in Spain
Neuberger Berman, a US-based investment manager, has named Javier Nunez de Villavicencio to oversee its client relationship management and business development activities in Spain and Portugal.
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Ex-JPMorgan advisors launch new financial advisory firm in San Francisco
Former JPMorgan advisors David Steele and Jonathan Steele have launched a new independent financial advisory firm based in San Francisco called One Wealth Advisors.
Cooper Parry Wealth forms JV with Creaseys to launch new service for HNWIs
Cooper Parry Wealth, a Nottingham-based wealth management firm, has formed a joint venture with accountancy firm Creaseys to launch a new operation that specializes in providing tax planning services for HNWIs.
Citizens Bank appoints new president for wealth management
Citizens Bank has appointed John Bahnken as new president for wealth management effective from 5 October 2015 replacing Mike Millard.
BNY Mellon opens first German office in Frankfurt
US-based asset manager BNY Mellon has expanded its European footprint by opening its first German office in Frankfurt.
Manulife inks 15-year distribution deal with Standard Chartered in Hong Kong
Manulife has signed a 15-year distribution deal with Standard Chartered to offer its mandatory provident fund (MPF) product to the banks customers in Hong Kong.