All articles by Verdict Staff
Verdict Staff
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.
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.
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.
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.
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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.
AXA IM restructures emerging market debt team as head quits
AXA Investment Managers (AXA IM) is overhauling its emerging market debt team, as its team head Damien Buchet is set to depart in September 2015.