All articles by Verdict Staff
Verdict Staff
UBS, Rochester-Bern executive programs announce launch of master’s study program
UBS AG and Rochester-Bern Executive Programs today jointly announced the launch of a master’s study program for experienced UBS client advisors.
BofA appoints new president of strategic initiatives
Bank of America (BofA) has named its chief risk officer Terry Laughlin to the newly created role of president of strategic initiatives.
Rothschild Asset Management, Larch Lane Advisors form new JV
Rothschild Asset Management, the US asset management business of the Rothschild Group, has collaborated with Larch Lane Advisors to establish a new joint venture firm, Rothschild Larch Lane Management Company.
Fidelity Investments, BlackRock to launch new ETF managed account
Fidelity Investments has expanded its partnership with BlackRock by launching a new ETF managed account designed to offer income for investors preparing for retirement.
Majority of owners are optimistic about the economy for first time in five years: US Bank
For the first time in five years, a majority of small business owners are optimistic about the economy, and business owners in regions of the country that last year were most concerned about the economy are now looking up, according to results of the 2014 US Bank Annual Small Business survey.
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Kinetic Partners develops Cayman Islands team to respond to growing awareness of zombie funds
Kinetic Partners, the global financial services advisory firm, has announced the promotion of Jess Shakespeare to Member in the Cayman Islands.
FOS upholds complaint against D M Cager over Sipp commission
UK’s Financial Ombudsman Service (FOS) has upheld a complaint against advisory firm D M Cager for taking initial commission payments of £30,000 from the first 12 months of payments into two clients Sipps following advice given in 2008.
Wilmington Trust names president for Northeast region
Wilmington Trust, a US-based wealth advisory firm, has named Larry Gore as president for its Northeast region, which includes New York Metro, Northern New Jersey, and Boston markets.
Mainland travelers increasingly using Hong Kong as cross-broader hub for fund investment
Nearly 16% of Mainland travelers from four key mainland cities – namely Beijing, Shanghai, Guangzhou and Shenzhen – currently invest in funds in Hong Kong, according to a report sponsored by the Hong Kong Investment Funds Association (HKIFA).
Industry welcomes European Parliament’s vote on European long-term investment funds
The European Fund and Asset Management Association (EFAMA), the European Private Equity and Venture Capital Association (EVCA) and the Federation of European Securities Exchanges (FESE), three leading EU associations with members which actively promote the financing of long term investments, welcome the adoption by the European Parliament of its report on European Long-term Investment Funds (ELTIFs) on 17th April 2014.