All articles by Verdict Staff
Verdict Staff
PwC snaps up Australian family office Pointmade
PricewaterhouseCoopers (PwC) has strengthened its family wealth business by acquiring Pointmade, a family office business of David Smorgon.
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.
China grants hedge funds access to its interbank bond market
Chinese government has granted private securities fund firms access to the countrys interbank bond (IBB) market as part of its effort s to reform the bond market by diversifying the pool of eligible investors, asianinvestor.net has reported.
Julius Baer to take $350m charge to settle US tax probe
Swiss wealth manager Julius Baer has decided to take a preliminary provision of $350m to settle a US Department of Justice (DOJ) investigation of the banks alleged role in helping wealthy Americans evade taxes.
Amundi rolls out multi-strategy index fund
Amundi has launched a new multi-strategy index fund to target European large and mid-cap stocks.
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HSBC names new US retail banking, wealth management head
HSBC has hired Pablo Sanchez from JPMorgan Chase as head of retail banking and wealth management in the US and Canada.
Bermuda removed from Polands tax blacklist
The Republic of Poland has removed Bermuda from its domestic list of countries of non-cooperative tax jurisdictions.
GBST, Xchanging partner to develop platform for wealth management firms
GBST Holdings, a provider of securities transaction and wealth management platforms, Xchanging, a business technology and services provider, have partnered to build a business platform for the wealth management and capital market players.
Charles Stanley Direct overhauls management team
Charles Stanley Direct has carried out an overhaul of its management team following the departure of three senior executives since December 2014.
Hargreaves Lansdown unveils new low-cost retirement planning service
Hargreaves Lansdown has rolled out a new low-cost retirement planning service to fill the advice gap.