All articles by Verdict Staff
Verdict Staff
Wealth Management Association adds Coutts CEO to its board
The Wealth Management Association has appointed Michael Morley, Adam Seale, and David Loudon to its board of directors.
Spring FG acquires robo-advice specialist Digifi Group
Financial services provider Spring FG has acquired financial markets publisher and website operator Digifi Group, which specialises in robo-advice.
EFA Group opens representative office in Dubai
EFA Group, an independent specialty finance house, has launched a representative office at the Dubai International Finance Centre (DIFC).
Barclays may be penalized by US regulators for breaching Libor settlement – Report
American regulators may penalize Barclays for breaching three-year-old Libor settlement, Bloomberg reported citing people familiar with the matter.
Intesa eyeing acquisition of international private bank
Italian lender Intesa Sanpaolo is reportedly keen to acquire an internationally recognisable wealth management brand with a market value of up to EUR15bn.
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JTC receives authorisation to act as UCIS operator in UK
JTC, a fund and private client service provider, has received approval from the Financial Conduct Authority (FCA) to offer an enhanced level of fund servicing capabilities in the UK.
Attivo acquires four IFA businesses
Attivo, a UK-based chartered financial planning and wealth management group, has bought four IFA businesses.
Euro Pacific Bank selects Temenos for anti-money laundering solutions
Euro Pacific Bank, a Caribbean offshore private bank, has selected Temenos’ cloud-based core banking platform and anti-money laundering solutions.
Old Mutual Wealth Q1 gross sales up 16%
Old Mutual Wealth said its gross sales rose by 16% to £4.6bn in the first quarter of 2015 from £3.9bn a year ago.
Faubourg Private Wealth Advisors joins LPL Financial broker-dealer platform
Faubourg Private Wealth Advisors, a newly formed independent financial advisory firm, has joined the LPL Financial broker-dealer platform and will provide fee-based services to clients through Level Four Wealth Management, an independent advisor group serving more than 120 independent advisors across the US on LPL’s RIA platform.