All articles by Verdict Staff
Verdict Staff
Common Sense Investment Management names new president
Common Sense Investment Management, an independent, privately-held investment manager, has said that Marc Lorin has been appointed as the new president of the firm.
Around 10 Swiss banks to withdraw from US tax disclosure program: report
Around 10 Swiss banks have reportedly decided to withdraw from the US Justice Department’s tax disclosure program, which is aimed at resolving tax dispute between them and the United States.
Rietumu Asset Management enters NASDAQ OMX Baltic market
The NASDAQ OMX Group has announced that as of 1 September 2014, the sub-funds Rietumu Asset Management Cash Reserve Fund-USD and Rietumu Asset Management Cash Reserve Fund-EUR managed by AS Rietumu Asset Management IPS will be listed on the Baltic Fund List by NASDAQ OMX Riga, informs LETA.
Bellpenny acquires Glasgow-based IFA Reid, Scott & Ross
Wealth manager Bellpenny has purchased Glasgow-based IFA Reid, Scott & Ross, which has £108 million of funds under management.
U.S. Trust expands HNW wealth management unit
U.S. Trust, a unit of Bank of America, has expanded its high-net-worth (HNW) wealth management unit by appointing four advisors and four other financial professionals.
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CaixaBank to buy Barclays Spanish businesses for EUR800 million
Spains CaixaBank has agreed to acquire Barclays’ retail, wealth management and corporate banking businesses in Spain in a deal worth EUR800 million.
Mattioli Woods expands wealth management team
Mattioli Woods has expanded its wealth management team by appointing Michael Hulse as new adviser.
Wealth manager Threshold Group expands investment team
Threshold Group, a family-owned wealth management firm and family office, further fortified its investment and client service capabilities by adding three new employees.
Ex-Deutsche Bank chief launches market disrupting app
Ex Deutsche Bank chief has launched new market disrupting app called invstr on the Apple store.
Investor confidence rises in August by 7.2 points to 122.8: State Street
State Street Investor Confidence Index (ICI) rose by 7.2 points to 122.8 for August 2014.