All articles by Verdict Staff
Verdict Staff
Bellpenny acquires IFA Cranfield Financial Services
British wealth manager Bellpenny has acquired London-based IFA Cranfield Financial Services, adding £196m of funds under management to its portfolio.
UBS launches Philanthropy Forum Asia in Singapore
Swiss banking giant UBS has launched Philanthropy Forum Asia in Singapore that examined how wealthy families have successfully created a family legacy through innovative philanthropy practices.
Brown Shipley acquires advice firm Hampton Dean
British private bank Brown Shipley has acquired a Nottingham-based financial planning firm Hampton Dean for an undisclosed sum.
Old Mutual Emerging Markets gets new finance director
Old Mutual has named Iain Williamson as new finance director of Old Mutual Emerging Markets (OMEM), effective 1 August 2015.
BNP Paribas launches its first RQFII license fund
BNP Paribas Investment Partners (BNPP IP) has launched a fund that offers access to Chinese ‘A’ shares through its RMB Qualified Foreign Institutional Investor (RQFII) status.
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Privatbank Von Graffenried reaches deal with US to settle tax evasion probe
The US Department of Justice (DoJ) has reached a resolution with Switzerland-based Privatbank Von Graffenried over the tax evasion cases under its Swiss Bank Program.
SEI names new sales head for UK private banking business
SEI has hired Andrew Booker as new head of sales within its private banking business in the UK.
US seeks extradition of FIFA officials from Switzerland
The US has requested Switzerland to extradite the seven FIFA officials arrested in Zurich in May 2015 on suspicion of taking bribes worth over 100 million dollars.
Euroz to acquire Australian wealth manager Entrust Private Wealth
Euroz, a Perth-based stockbroking and funds management firm, has agreed to purchase Entrust Private Wealth Management, which has FUM of $565m, for about $7.8m.
Prudential Advisors names new head of Advisor Services
Prudential Advisors has appointed Peter Gayle as head of a newly created function, Advisor Services.