All articles by Verdict Staff
Verdict Staff
Halbert Wealth Management to offer investment programs by Portfolio Strategies
Halbert Wealth Management has entered into new relationship with Portfolio Strategies (PSI) of Tacoma, Washington.
HSBC spikes its bonus pool for top staff
Even as its profit growth fell short of analysts’ expectations, HSBC increased its bonus pool for top staff by 6% to £2.3 billion (US$3.9 billion).
Charles Stanley adds collectives portfolio service to five platforms
Charles Stanley has added its discretionary investment management service, called collectives portfolio service (CPS), to five platforms.
US Bank Wealth Management makes management appointments
US Bank Wealth Management has made several appointments within its management team.
HighTower adds RJ Wealth Management as partner
HighTower, a US-based advisor-owned financial services company, has added RJ Wealth Management as its partner.
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AXA Wealth sales surges by 53% in 2013
AXA Wealth has reported that its sales rose to £4.5 billion in 2013, an increase of 53% on the £2.9 billion in 2012.
Kames Capital to launch new diversified income fund in UK
Kames Capital, a part of the Aegon Group of companies, is set to launch its new diversified income fund on 27 February, which will be domiciled in the UK.
Glenmede names new business development head
Glenmede, a US-based investment and wealth management firm, has appointed Christopher Poch as new director of business development as well as member of the management committee.
GPS Wealth slashes investment fees with new MDA solution
GPS Wealth, an Australia-based dealer group, has implemented a new managed discretionary account (MDA) solution to cut investment fees for clients in half and doing away with expensive master trusts and wrap platforms.
Morgan Stanley expands its defined contribution retirement plan advisory services
Morgan Stanley Wealth Management has expanded its defined contribution retirement plan advisory services offering to include a new discretionary investment program.