All articles by Verdict Staff
Verdict Staff
Fieldpoint Private names new managing director and senior advisor
Fieldpoint Private, a US boutique financial firm, has appointed Andrew Heitner as the managing director and senior advisor, as part of its plan to offer improved, personalized, and confidential wealth planning and private banking services to customers.
Threadneedle Investments launches fixed income fund for Asian market
Threadneedle Investments, a UK-based asset management firm, has launched a fixed income fund, Threadneedle (Lux) Developed Asia Growth and Income Fund, as part of its expansion plans in Asian market.
Franklin MF introduces new fund
Franklin Templeton Mutual Fund has introduced a new fund called Franklin India Feeder Franklin European Growth Fund – an open end fund of funds scheme investing overseas.
SEI to aid Iridian Asset Management to launch new UCITS
SEI Investments Company has been appointed to provide operational support services for Irish-registered undertakings for Collective Investment in Transferable Securities (UCITS) Fund of Iridian Asset Management.
Geller & Company appoints director and client relationship manager in family office and wealth advisory business
Geller & Company, a strategic financial advisory and wealth management firm, has announced that Christopher J. Schumacher has joined the firm as a Director and Client Relationship Manager.
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Counsel Portfolio appoints new sub-advisor for counsel global real estate
Counsel Portfolio Services has selected Timbercreek Asset Management as the sub-advisor for its Global Real Estate, which will assume sub-advisory responsibilities on or about 7 July 2014.
ASX launches new managed funds settlement service
ASX has officially launched its new managed funds settlement service – mFund.
BMO’s European subsidiary acquires UK asset manager F&C
BMO Global Asset Management Europe, a subsidiary of Bank of Montreal, has acquired UK-based independent manager F&C Asset Management, extending its wealth management business to the UK and other European markets.
Former SEC attorney and Powers Taylor investigate possible breaches of fiduciary duty by officers and directors
Former United States Securities and Exchange Commission attorney Willie Briscoe, founder of The Briscoe Law Firm and the securities litigation firm of Powers Taylor have announced that a federal class action lawsuit has been filed against Och-Ziff Capital Management Group and several officers and directors for acts taken during the period of February 9, 2012 to April 25, 2014.
Schroders hires two senior research analysts for UK & European Equity team
Schroders, a British asset management firm, has hired Henrik Nyblom and Roger Doig as senior research analysts for the company’s UK & European Equity team.