All articles by Verdict Staff
Verdict Staff
Celestial Wealth merges with Armstrong Dixon to form new hybrid RIA
US-based Celestial Wealth Management has merged with Armstrong Dixon, an investment advisory firm, to form a new company called ADE LLC.
Tilney Bestinvest bolsters financial planning team with four new hires
Tilney Bestinvest, a UK-based investment and financial planning firm, has expanded its financial planning capabilities by hiring four new financial planners.
Avaloq launches Avaloq Software Exchange
Avaloq has launched Avaloq Software Exchange to boost innovation in the Avaloq Community, which consists of nearly 150 banks and wealth managers managing assets worth $3.9 trillion.
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.
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UBS to pay investors $2.9m for losses related to Puerto Ricos municipal bonds
UBS’ wealth management unit was ordered by a FINRA arbitration panel to pay over $2.9m to two investors for losses tied to the sale of Puerto Rico municipal bonds.
Vontobel launches structured products business in Finland
Swiss asset and wealth manager Vontobel has launched its structured products business in Finland for both private and institutional clients.
HSBC’s Argentine arm told to remove CEO
Argentina’s central bank has asked HSBCs local unit to remove its chief executive and president Gabriel Martino within 24 hours, arguing that the bank failed to establish necessary controls to curb tax evasion and money laundering.
Jupiter Asset Management expands sales team in Singapore
UK-based Jupiter Asset Management has expanded its sales team in Singapore by hiring Madeline Han as new associate sales director.
St. Kitts and Nevis signs FATCA deal with US to curtail tax evasion
St. Kitts and Nevis has signed an agreement with the US for the implementation of the Foreign Account Tax Compliance Act (FATCA), which aims to curb offshore tax evasion.