All articles by Verdict Staff
Verdict Staff
Janney Montgomery Scott expands wealth management team
Janney Montgomery Scott, a US-based wealth management firm has appointed Steven Guggenheimer as new executive vice president for wealth management
Manulife Asset Management expands fixed income team in Singapore
Manulife Asset Management has named Endre Pederson as new senior managing director of its Singapore-based Asian fixed income team.
Stratigis Capital Advisors unveiled UBER Private Markets Fund
Stratigis Capital Advisors has unveiled the UBER Private Markets Fund that will be offered only to accredited and institutional investors.
Washington Wealth Management hires two former wirehouse advisors
Washington Wealth Management, a wholly-owned subsidiary of NFP Advisor Services, has added former wirehouse advisors Morrie Symson and David Mizrahi to its platform.
Net sales of long-term UCITS increase significantly in February to EUR 51billion: EFAMA
Long-term UCITS (UCITS excluding money market funds) attracted net inflows of EUR 51 billion, being the largest net inflows since January 2013, and up from EUR 40 billion in January 2014, according to a report by the European Fund and Asset Management Association (EFAMA).
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ABI and APFA launch new guidance on tax residency information
The Association of British Insurers (ABI) and Association of Professional Financial Advisers (APFA) have published joint guidance for insurers and financial advisers on the tax information requirements for new customers following changes to UK tax regulations.
US corporate hold US$2.1 trillion in untaxed profits overseas: Audit Analytics study
US corporations hold nearly $2.1 trillion worth of profit overseas during the last calendar year to avoid taxes at home, according to a report published by research firm Audit Analytics.
ETF Securities expands into index business
The ETF Securities Group has announced the launch of ETF Securities’ Index unit, ETFS Indices.
UBS expanding wealth management business in Asia
UBS is expanding its wealth management business in Asia and emerging markets by hiring client advisers, Juerg Zeltner, who heads the division globally excluding the US and Canada, said in an interview with Bloomberg Television.
Butterfield completes purchase of Legis trust business in Guernsey
Bermuda-based The Bank of N.T. Butterfield & Son (Butterfield) has completed the acquisition of Legis Group’s trust and corporate services business in Guernsey.