All articles by Verdict Staff
Verdict Staff
SGSS selects JHC’s FIGARO platform for its wealth management solution
Société Générale Securities Services (SGSS) has deployed JHC’s FIGARO platform for its fully integrated wealth and investment management outsourcing solution.
Boston Private opens office in Beverly Hills
Boston Private Financial, a provider of wealth management, trust and private banking services, has expanded its West Coast presence by opening a new office in Beverly Hills.
Prager Metis merges with Peter Bryan & Co.
Prager Metis, a US-based accounting and advisory firm, has merged with Peter Bryan & Co., a UK-based accounting and tax consulting firm, effective 4 August 2015.
Newell Palmer acquires Vale Financial Services
Financial advisory firm Newell Palmer has completed the acquisition of Cheshire-based advisor Vale Financial Services for an undisclosed sum.
James Hay Partnership unveils managed portfolio panel
James Hay Partnership, a UK-based platform for retirement wealth planning, has launched its managed portfolio panel to meet the demand from advisors for a DFM solution.
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AMPs wealth arm posts 13% rise in H1 operating earnings
AMP Capital’s wealth management unit has reported a 13% rise in operating earnings for the first half of 2015 compared to same period a year ago.
Sun International Resources to buy Sun International Securities and Sun International Asset Management
Hong Kong-based Sun International Resources has agreed to acquire Sun International Securities and Sun International Asset Management for HKD$147.3m.
Hong Kong regulator awards banking license to Goldman Sachs unit
The Hong Kong Monetary Authority has granted a restricted banking licence to a wholly-owned unit of Goldman Sachs Group under the banking ordinance.
HSH Nordbank reaches EUR22m tax evasion deal with Cologne prosecutors
German lender HSH Nordbank has reached an agreement with Cologne prosecutors to settle a tax investigation.
Wilton Group buys pension firms Hartley SAS and The Lifetime SIPP
Wilton Group, an Isle of Man-based professional services firm providing wealth management solutions, has acquired Bristol-based pension specialists Hartley SAS and The Lifetime SIPP Company for an undisclosed sum.