All articles by Verdict Staff
Verdict Staff
Bank of China launches offshore yuan index
Bank of China has launched the BOC Offshore Renminbi Index in Beijing to measure the currency’s level of involvement in global trade and investment.
Ex-NAB adviser launches new wealth management venture in Australia
Sarah Hackney, a former NAB Private Wealth adviser, has reportedly launched Full Circle Wealth Management, a new open architecture independent advice platform.
BT Financial Group releases tablets for financial planners
BT Financial Group has started one of the largest releases of tablets to bank financial planners and planner assistants – to deliver advice to clients anywhere and anytime.
National Financial Partners acquires Washington Wealth Management
National Financial Partners (NFP), a provider of benefits, insurance and wealth management services, has acquired Washington Wealth Management (WWM), a California-based hybrid RIA platform, for an undisclosed sum.
GenSpring continues expansion in California with addition of eight in San Francisco family office
GenSpring Family Offices has announced the expansion of the firm’s national footprint with the development of its family office in San Francisco.
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Legal & General Investments names new discretionary sales head
Legal & General Investments (L&GI) has hired Martin Holland as new head of discretionary sales.
Kinetic Partners provide regulatory vendor due diligence to Ogier Fiduciary Services
Kinetic Partners recently provided regulatory vendor due diligence for the successful management buy-out and £180 million acquisition of Ogier Fiduciary Services by Electra Partners.
Manulife Asset Management launches Manulife Strength
Manulife Asset Management (Thailand) has announced the upcoming launch of the Manulife Strength – European Growth FIF (MS-EUROPE), an open-ended Foreign Investment Fund (FIF) designed to capitalise on growth opportunities in European equity markets.
William Blair & Co selects Envestnet | Tamarac’s platform for wealth arm
William Blair & Company has selected Envestnet | Tamaracs custodian agnostic portfolio management platform, Advisor Xi, for its private wealth management business.
Investors worldwide turn to equity markets for growth in 2014: Schroders
Investors around the globe are looking to equity markets for growth this year, according to a comprehensive report of investor sentiment by Schroders.