All articles by Verdict Staff
Verdict Staff
Fintech firm AxiomSL expands partnership with major Swiss private bank
AxiomSL, a provider of regulatory reporting and risk management solutions, has revealed that a major Swiss private bank has decided to extend the deployment of AxiomSL’s platform to include reporting to the Central Bank of Ireland, including new monetary and interest rate disclosures mandated by the European Central Bank (ECB).
U.S. Capital Advisors appoints new wealth management team
U.S. Capital Advisors (USCA) has hired a new three member team for its wealth management group.
SunGard adds ‘unique’ market data content to MarketMap for wealth managers
SunGard has added additional ‘unique’ content to its MarketMap platform, which according to the company will help wealth managers, advisors and traders find new investment opportunities and differentiate their offerings.
Maybank Private Wealth eyeing further expansion in Asia; to open desk in London
Maybank Private Wealth, the private banking unit of Malaysian lender Maybank, is planning to hire relationship managers across Asia this year as part of its strategy to grab a slice of the Asia HNW market, the company’s head of private wealth told AsianInvestor.
JPMorgan in talks with SEC to resolve probe regarding product steering-report
JPMorgan is holding negotiations with the U.S. Securities and Exchange Commission (SEC) to settle an investigation into whether the bank improperly steered private-banking clients to its own investment products, the Wall Street Journal reported.
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LJ Group names new MDs for Switzerland and Isle of Man units
Multi-family office LJ Group has appointed Vincent McCartney and Robert Burton as new managing directors of its trust and fiduciary services in Switzerland and the Isle of Man.
Deutsche AWM launches Japan-focused ETF
Deutsche Asset & Wealth Management (Deutsche AWM) has expanded its exchange traded products platform by introducing a new ETF, which offers US investors exposure to Japanese equities.
UBS enters into strategic partnership with Banco do Brasils asset management arm
UBS Global Asset Management and BB Gestão de Recursos DTVM (BB DTVM), the asset management unit of Banco do Brasil, have joined forces to offer Brazilian institutional investors access to global sustainable equities.
Ascent Private Capital names new wealth strategy MD
Ascent Private Capital Management, the wealth management arm of U.S. Bank, has named Jenna Guenther as the new managing director of wealth strategy.
Mauritius signs multilateral tax convention to combat tax evasion
Mauritius has signed the multilateral convention on mutual administrative assistance in tax matters to boost its participation in global efforts to combat tax avoidance and evasion.