All articles by Verdict Staff
Verdict Staff
Continuity Partners signs succession agreement with Gould Asset Management
Continuity Partners Group has entered into a formal agreement with Gould Asset Management, an independent registered investment adviser (RIA) based in Claremont, California.
JPMorgans top executives connected to hiring probe to quit
JPMorgans Asia Pacific investment banking vice chairman Todd Marin and vice chairperson of Asia investment banking Catherine Leung are set to quit as the bank reshuffles management in the region.
Merrill Lynch lures $1.2bn advisory team from Morgan Stanley
Merrill Lynch has lured team of nine financial advisors led by Bruce Munster from Morgan Stanley that managed more than $1.2bn in client assets.
Societe Generale private banking registers 2% rise in net income
The private banking business of French bank Societe Generale has reported net banking income of EUR815m for the year 2014, up 2.1% compared to the year ago period.
Notenstein Private Bank to acquire La Roche
Notenstein Private Bank, a subsidiary of Raiffeisen Switzerland, is planning to acquire Basel-based private bank La Roche, reported Swiss online news portal finews.ch.
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Private equity liquidity constraints easing but investors’ needs still unmet: SEI
A sizable share of private equity investors believe the asset class has become more liquid, but few believe the advances are sufficient to meet current needs, according a survey by SEI titled Solving the Private Equity Liquidity Challenge: a Work in Progress.
CapStar Bank establishes new wealth management unit
US-based CapStar Bank has launched a new wealth management division that will be headed by Kenneth Ford, reported The Tennessean.
UBS to launch Planet Art 2.0 prior to Art Basel in Hong Kong
Global financial services company UBS is set to launch version 2.0 of its contemporary art news app Planet Art prior to Art Basel in Hong Kong, featuring with both the iPhone and iPad.
Prager Metis merges with Bruce Kolbrenner & Co
Prager Metis, a US-based accounting and advisory firm, has merged with Bruce Kolbrenner & Co, a Los Angeles-based firm providing auditing, tax and valuation services for HNWIs in the entertainment industries.
Is it possible to care for clients, and win business?
Private bankers have been trickling out of large organisations to form multifamily offices to provide a better service for their clients for over a decade. This trickle is now building into a stream and larger organisations have begun to notice.