All articles by Verdict Staff
Verdict Staff
Skandia unveils new offshore bond for UK expats in Spain
Skandia International has rolled out a new flexible offshore investment bond for UK expats in Spain.
Exclusive: UHNW Round Table: How to best serve and remain competitive
Private Banker International’s roundtable on the UHNW market revealed some startling insights. Held in the renowned financial hub of London, the event focussed on how to best serve UHNWIs and retain best talent in a competitive environment. A select group of industry experts and leaders discussed the constant shifting of needs from wealthy families and individuals, how the wealthy are categorised, the increasing relevance of technology in the industry, the consequences of regulation and much more.
Senior investment officers join outsourced CIO team at Northern Trust
Northern Trust Asset Management has made a number of senior hires in support of its growing Outsourced Chief Investment Officer (OCIO) services.
PwC fined US$25 million for failing to report money laundering activities
Financial consulting firm PricewaterhouseCoopers (PwC) has agreed to pay US$25 million to settle New York state regulators’ allegations that it failed to report on money-laundering activities at the Bank of Tokyo-Mitsubishi UFJ.
Matrix Financial launches ModelTool(k)it for financial advisors and retirement plan providers
Matrix Financial Solutions, a Broadridge Financial Solutions company, has released ModelTool(k)it solution that manages portfolio models of recommended mutual funds and ETFs within a 401(k) plan.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Montpelier Wealth Management appoints Hume Capital as discretionary portfolio manager
Malaysia’s Montpelier Wealth Management, which has more than £80 million of assets under management, has appointed Hume Capital Securities, formerly known as XCap Securities, as exclusive discretionary portfolio manager.
Swedish national pension fund to use SuperDerivatives’ market data
AP3, the third Swedish national pension fund, one of five buffer funds within the Swedish national pension system, has selected SuperDerivatives’ market data, DataX, for investment analysis and valuation.
UBS beefs up policing of its employees
Swiss banking giant UBS said it had expanded the number of employees that are subject to internal background checks to around 15% of its workforce as it grapples with a probe into potential rigging of the global foreign exchange market.
Deutsche Bank strengthen technology leadership after faults
Deutsche Bank has announced two senior appointments to further strengthen its leadership team in technology and operations.
TSB Bank names new chief economist
TSB Bank has hired David Fenton from Royal Bank of Scotland (RBS) as its new chief economist.