All articles by Verdict Staff
Verdict Staff
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.
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.
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Vontobel to acquire Italmobiliare’s Finter Bank Zurich
Swiss private bank Vontobel has agreed to acquire Finter Bank Zurich, which is owned by Italmobiliare, to strengthen its wealth management business with Italian clients.
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.
SEC fines Taberna Capital $21m for improperly retaining fees
The Securities and Exchange Commission (SEC) has charged Taberna Capital Management, an investment advisory firm in Philadelphia, for fraudulently retaining fees belonging to collateralized debt obligation (CDO) clients.
BNY Mellon IM Asia-Pacific CEO to step down
BNY Mellon Investment Managements (BNY Mellon IM) Asia-Pacific CEO Alan Harden is set to step down from the firm by end of 2015 after a spell of five years to spend time with his family, said Mitchell Harris president of BNY Mellon IM.