All articles by Verdict Staff
Verdict Staff
Jefferson National launches innovative retirement income solution
Jefferson National has introduced the JNF SSgA Retirement Income Portfolio to be managed by State Street Global Advisors (SSgA), a global leader in asset management.
Charles Stanley names new director of wealth management
Charles Stanley, a UK-based provider of securities brokerage services, has named Simon Davis as new director of wealth management in its Financial Services Division.
Standard Chartered appoints regional head of investors & intermediaries, NEA and Greater China
Standard Chartered has appointed Barnaby Nelson as Managing Director and Regional Head of Investors and Intermediaries, North East Asia and Greater China.
Former St Jamess Place adviser opens new wealth management firm
Former St Jamess Place adviser Tim Horrocks has established a new firm – RockWealth to provide discretionary fund management through an online platform.
Lebenthal accelerates New York expansion adding US$1.2 billion Gallaway Stern team
Lebenthal Wealth Advisors (Lebenthal), a private division of Lebenthal Holdings has announced that the Gallaway Stern Group has joined the firm.
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F&C receives shareholders approval for BMO takeover
F&C Asset Management’s shareholders have approved a £708 million takeover by the Bank of Montreal (BMO).
Islamic social funds could potentially meet resource shortfalls: Thomson Reuters study
Islamic social funds could potentially meet resource shortfalls to alleviate widespread poverty in South and Southeast Asia, according to a report released by Thomson Reuters.
Lee Financial implements National Advisors Trusts TRO program
Lee Financial Corporation, a US-based wealth management firm, has implemented National Advisors Trust Companys (NATC) Trust Representative Office (TRO) program.
Market Street Trust Company to open new office in New York
Market Street Trust Company, a US-based wealth management firm, is set to open an office in New York City.
Institutional Investor’s Sovereign Wealth Center introduces new forecasting service
Institutional Investor’s Sovereign Wealth Center has introduced a new forecasting service, called Insider, to give its clients a competitive advantage in working with sovereign wealth funds.