All articles by Verdict Staff
Verdict Staff
DeAWM hires new managing director for Mexico
Deutsche Asset & Wealth Management (DeAWM) has named Pascal Landrove as new managing director and senior relationship manager for Mexico in an effort to expand its private bank in Latin America.
National Australia Bank to roll out new digital advice platform
National Australia Bank (NAB) has unveiled plans to launch a new digital advice platform that offers its customers personalised financial advice through its online internet banking platform.
FallLine Securities unveils new wealth management platform
FallLine Securities, a US-based firm which helps private wealth advisors grow their businesses, has rolled out a new wealth management platform for private wealth advisors and their UNHW clients.
SYZ Asset Management expands multi-asset team
Switzerland-based SYZ Asset Management has named Hartwig Kos as new co-head of the multi-asset team, effective from 15 October 2015.
Elian wins investment business licence from JFSC, partners with SEI
Elian, a provider of corporate services, fund services, private wealth and capital services, has been awarded an investment business licence by the Jersey Financial Services Commission (JFSC).
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EX- Merrill Lynch advisors launch new multi-family office in Florida
Former Merrill Lynch private wealth advisors Steven and Michael Wagner have launched a new $1.4bn independent multi-family office in Florida called Omnia Family Wealth.
Allfunds Bank opens new office in Colombia
Allfunds Bank, a Spanish open architecture and mutual fund platform, has expanded its presence in Latin America by opening a new representative office in Bogota, Colombia.
Mattioli Woods buys financial advisory firm Taylor Patterson for £8.3m
British wealth manager Mattioli Woods has purchased the entire share capital of Taylor Patterson, a Lancashire-based financial advisory and wealth management firm, for £8.3m.
Jupiter names new chief investment officer
Jupiter Asset Management has elevated Stephen Pearson to the role of chief investment officer (CIO), replacing John Chatfeild-Roberts.
Arlington Family Offices opens new office in Tennessee
Arlington Family Offices, a provider of investment and wealth management and family office services to HNW families, has opened a new office in Franklin, Tennessee to expand its footprint into the Nashville market.