All articles by Verdict Staff
Verdict Staff
Raymond James to set up office in Frankfurt
Raymond James is set to strengthen its European investment banking practice with the launch of an office in Frankfurt am Main, Germany in June 2017.
Investec Wealth & Investment names Birmingham office head
Investec Wealth & Investment (IW&I) has appointed Nicholas Jones as its divisional director and head of its Birmingham office.
Standard Chartered partners with INSEAD to launch private banking academy
Standard Chartered Private Bank has joined forces with professional development firm Fitch Learning and French business school INSEAD to create a bespoke training programme to build the sales skills and product knowledge of its global front-line employees.
Malaysia and Thailand central banks collaborate to boost banking supervision
Bank Negara Malaysia and Bank of Thailand have inked a memorandum of understanding (MoU) to strengthen supervision of banking institutions in the two jurisdictions and cooperate in financial development.
Hong Kong launches private wealth management apprenticeship programme
The Hong Kong Monetary Authority (HKMA) and the Private Wealth Management Association (PWMA) have introduced a new programme that will offer professional training and employment opportunities for young talent looking to opt for private wealth management careers.
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Old Mutual Wealth Private Client Advisers acquires Infiniti Financial Planning
Old Mutual Wealth’ (OMW) Private Client Advisers division has agreed to take over Shropshire-based Infiniti Financial Planning, which offers advice to nearly 700 households.
Custom House Global Fund Services launches office in Beijing
Custom House Global Fund Services, a hedge fund administration provider, has set up a new office in Beijing.
Emerging wealthy investors more likely to switch advisory firms
Affluent millennial investors in the US are less loyal to their financial advisers compared to their older counterparts, according to the J.D. Power 2017 U.S. Full Service Investor Satisfaction Study.
Smith & Williamson bolsters private client tax team
British investment manager Smith & Williamson has appointed Simon Jennings, Frances Jennings and Anita Millar-Neale to private client tax division.
T. Rowe Price opens new innovation hub in New York
Baltimore-based asset manager T. Rowe Price has opened a technology development centre in New York, as part of its technology transformation strategy.