All articles by Verdict Staff
Verdict Staff
AMG Wealth acquires majority stake in myCIO Wealth Partners
AMG Wealth Partners has reached an agreement to acquire a majority equity interest in myCIO Wealth Partners, which manages $7bn in assets for wealthy clients.
Piper Jaffray agrees to buy River Branch Holdings
Piper Jaffray, a US-based investment bank and asset management firm, has agreed to acquire River Branch Holdings, an investment banking boutique led by David Olson and Steven Kent.
Georgia signs FATCA agreement with US
Georgia has signed an inter-governmental agreement (IGA) with the US for the implementation of the Foreign Account Tax Compliance Act (FATCA).
BlackRock rolls out new digital resource for advisers and wealth managers
BlackRock has launched a digitally supported adviser centre to promote greater levels of engagement with advisers and wealth managers.
UBS names new distribution head for global asset management unit
Swiss banking giant UBS has named William Kennedy as new global head of distribution for its global asset management unit, replacing Andreas Schlatter.
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Raymond James poaches $300m advisory team from UBS
Raymond James has lured a team of three financial advisers from UBS that managed more than $300m in client assets.
First Foundation unveils new specialty deposits solution
First Foundation, a financial services firm providing investment management, wealth planning, trust and banking services to HNWIs and businesses, has introduced a new specialty deposits solution.
Standard Life launches new financial planning business in UK
Standard Life has launched a new financial planning business in the UK, called 1825. It will provide advice on protection, trusts, tax, wealth management and retirement planning as well as day-to-day cash and borrowing.
Ex-Ivy Funds portfolio manager launches new investment firm
Ex-Ivy Funds portfolio manager Ryan Caldwell has established an investment management firm, called Chiron Investment Management, which is backed by GPS Investment Partners.
Burr Pilger Mayer opens office in Cayman Islands
Burr Pilger Mayer (BPM), a California-based accounting and consulting firm, has opened an office in Cayman Islands to grow its alternative investment practice.