All articles by Verdict Staff
Verdict Staff
The Presidio Group opens office in Washington, D.C.
The Presidio Group, a financial services firm focused on wealth advisory, investment banking and private equity, has opened an office in Washington, D.C.
Abbey Financial Solutions hires new managing partner
Abbey Financial Solutions, a Switzerland-based financial planning firm, has hired Victor France as new managing partner, reported International adviser.
Raymond James lures $900m advisory team from JPMorgan
Raymond James & Associates has lured a $900m advisory team from JPMorgan Securities to open its first office in Manhattan.
SEI launches new AIFMD Annex IV Reporting Solution
SEI has expanded the regulatory compliance component of its global operating platform to include new capabilities that help alternative investment fund managers meet Annex IV transparency reporting requirements under the European Union Alternative Investment Fund Managers Directive (AIFMD).
AMP lists six funds on mFund Settlement Service
AMP Capital has launched six of its funds on the Australian Stock Exchange’s (ASX) mFund Settlement Service.
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Singapore finalizes FATCA deal with US
Singapore has concluded an information-sharing accord with the US that is aimed at checking offshore tax evasion, according to Reuters.
Mizuho’s talks to buy stake in Indonesian bank Panin stall-report
Mizuho Financials negotiations to acquire Australia & New Zealand Banking Group’s (ANZ) stake in PT Bank Pan Indonesia Tbk (Panin) have stalled.
US sues Deutsche Bank for tax avoidance, seeks $190m
The US government has filed a lawsuit against Deutsche Bank for allegedly creating shell companies to avoid paying millions of dollars in federal taxes.
Boston Private Bank & Trust names new vice president for trust services
Boston Private Bank & Trust Company, a wealth management and private banking firm, has named Elizabeth Liza Connelly as new vice president for trust services.
Acadian Asset Management rolls out new leveraged market neutral fund
Acadian Asset Management has rolled out a new Global Leveraged Market Neutral UCITS Fund that aims to achieve positive returns in any market environment.