All articles by Verdict Staff
Verdict Staff
Australian Unity to acquire estate planning firm Flinders Australia
Australian Unity Personal Financial Services has signed an agreement to acquire an estate planning and administration firm, Flinders Australia.
WealthBar to offer Nicola Wealth Managements fund to its Canadian client base
WealthBar Financial Services, a Canadian online portfolio management and financial advisory service, has joined forces with Nicola Wealth Management, a Vancouver-based private wealth management firm, to open private management pooled to mainstream investors in Canada.
RBC in advanced talks to sell Swiss private banking business
Royal Bank of Canada (RBC) is reportedly in advanced talks to sell its Swiss private bank to Banque Syz, Bloomberg reported citing unnamed sources.
UBP to eliminate 110 to 160 jobs after Coutts International acquisition-report
Union Bancaire Privee (UBP), a Swiss private bank and asset manager, plans to slash 110 to 160 jobs initially after acquiring Coutts International from Royal Bank of Scotland (RBS).
Montage rolls out discretionary portfolios for advisers
Wealth management firm Montage has launched 11 risk-rated discretionary portfolios for financial advisers.
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Berenberg names new chief investment officer
German private bank Berenberg has appointed Manfred Schlumberger as its new chief investment officer (CIO), effective 1 January 2016.
Australias Spring FG to launch digital wealth management platform
Spring FG, an Australian financial services company, is set to roll out a new digital wealth management and advice platform next month.
Almost half of US expats favour repealing FATCA: deVere poll
Nearly half of US nationals living abroad would vote for a presidential candidate who promises to make a move to repeal US controversial global tax law FATCA, which will be turning a year old on 1 July 2015, according to a global poll conducted by deVere Group.
Walker Crips AuM surges 50% to £2bn
Walker Crips’s discretionary and advisory assets under management (AuM) increased to £2bn at the end of March 2015, a surge of 50.3% compared to £1.33bn a year ago.