All articles by Verdict Staff
Verdict Staff
Schroder Bank reaches deal with US to settle tax evasion probe
Swiss-based Schroder & Co. Bank has reached resolution with the US Department of Justice (DoJ) over the tax evasion cases under the department’s Swiss bank programme.
Advicent, Quovo partner to create more effective financial planning experience
Advicent Solutions, a provider of technology solutions to financial services industry, has collaborated with Quovo, a financial data science company, to accelerate convergence of personal financial management and financial planning.
BofA Merrill Lynch opens new office in Rio de Janeiro, Brazil
Bank of America Merrill Lynch (BofA Merrill Lynch) has expanded its presence in Brazil by opening a new office in Rio de Janeiro’s Botafogo district.
Oyster Consulting opens office in Luxembourg
Oyster Consulting, a US-based financial services consulting firm, has opened its first European office in Luxembourg.
Falcon Private Bank appoints private banking head for Asia
Switzerland-based Falcon Private Bank has appointed Febby Avianto as head of private banking Asia, a newly created role.
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Elian to acquire SFM Europe
Elian, a provider of corporate services, fund services, private wealth and capital services, has agreed to acquire SFM Europe, a provider of corporate services with over EUR1trillion of assets under administration.
Barclays to sell Portuguese wealth and investment management business
British banking major Barclays has agreed to sell its wealth and investment management businesses in Portugal to Spain’s Bankinter.
Voya Financial Advisors introduces hybrid RIA platform
Voya Financial Advisors has expanded its advisory program by launching a hybrid registered investment advisory (RIA) platform.
ManuLife Asset Management selects RiskFirst for risk analytics platform
Manulife Asset Management has selected RiskFirst’s risk analytics and reporting platform, PFaroe to complement its global Liability-Driven Investment (LDI) offering.
SS&C Technologies buys Varden Technologies
SS&C Technologies, a provider of financial services software and software-enabled services, has purchased Varden Technologies, a provider of client and advisor communication solutions for investment firms.