All articles by Verdict Staff
Verdict Staff
Envestnet | PMC launches new series of multi-manager portfolios
Envestnet | PMC (PMC), the portfolio consulting group of Envestnet, has launched Liquid Endowment Portfolios (LEP), a new series of multi-manager portfolios.
Online marketing platform revolutionizing alternatives fundraising: Preqin
Latest figures from Preqin Investor Network reveal the extent to which the dynamics of fundraising have evolved in the current marketplace.
Legg Mason agrees to buy QS Investors
American money manager Legg Mason has signed a definitive agreement to purchase QS Investors, which has US$4.1 billion in assets under management and nearly US$100 billion in assets under advisory.
Schwab Advisor releases industry-wide RIA merger and acquisition activity for 2013
There were 54 completed merger and acquisition (M&A) transactions in the registered investment advisor (RIA) space in 2013, according to industry-wide data by Schwab Advisor Services.
AMP chairman to step down in May
AMP chairman Peter Mason is to step down from the board of the financial services firm in May after a spell of eight years.
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Women more likely to focus on immediate financial needs: BlackRock
Women around the world are more concerned than men are about immediate financial needs and concerns — and are more likely than men to overlook longer-term financial priorities such as planning effectively for their retirement, according to the first-ever Global Investor Pulse Survey conducted by BlackRock.
Vestra Wealth LLP appoints new Channel Islands business development director
by Alexandra Capik
UK wealth manager Vestra Wealth LLP has appointed Stephen Rafferty as the business development director for the Channel Islands. Rafferty will be responsible for developing relationships with fiduciary companies and high net worth individuals at Vestras Jersey subsidiary, Vestra Wealth (Jersey) Limited.
First Trust to launch First Trust Dorsey Wright Focus 5 ETF
First Trust Advisors expects to launch a new exchange-traded fund, the First Trust Dorsey Wright Focus 5 ETF, on March 6, 2014.
BTG Pactual appoints new general manager for Peru
BTG Pactual has appointed José Antonio Blanco as new general manager for Peru.
UBS Fund Services launches its Depositary “Lite” platform
UBS Fund Services, a global fund administrator, has announced the launch of its Depositary “Lite” platform to support managers of offshore funds fulfil the requirements of the Alternative Investment Funds Directive (“AIFMD”).