All articles by Verdict Staff
Verdict Staff
Schroders announces launch of QEP Global Value Plus fund
Schroders has launched a new fund, Schroder ISF1 QEP Global Value Plus.
National Advisors Trust restructures management team
National Advisors Trust, a US-based trust and custodial services provider, has restructured its management team with senior hires.
DMS Offshore Investment Services expands FATCA task force
DMS Offshore Investment Services, the world’s largest fund governance firm, has announced the expansion of the DMS FATCA Task Force.
Barclays private bank in Switzerland agree to participate in US tax probe
Barclays Swiss private bank has reportedly agreed to sign up for a US tax program and work with the US officials over a crackdown on wealthy Americans evading taxes through hidden offshore accounts.
BNP Paribas publishes BNP Paribas Individual Philanthropy Index by Forbes Insights
BNP Paribas Wealth Management has published the second edition of its Individual Philanthropy Index, which measures and reflects the commitment of philanthropists in four regions – Europe, Asia, the Middle East and for the first time, the United States.
SunGard launched cloud-based order processing and control solution
SunGard has launched Asset Arena Data Connect a cloud-based order processing and control solution for hedge fund managers, private equity firms and fund administrators.
Raymond James selects HiddenLevers for new portfolio stress testing offering for advisors
Raymond James Financial has partnered with HiddenLevers, the portfolio stress testing toolkit, to provide macro research, scenario modeling and predictive risk analytics.
Former SJP adviser set to launch new advisory firm
Former St Jamess Place adviser Tim Horrocks is set to launch a new IFA firm, RockWealth, to offer discretionary management and advisory services.
Middle East investors turn to Switzerland for wealth management services
Crucial factors such as banking secrecy, diverse investment products and services have contributed to Switzerland remaining a premier offshore haven for the Middle Eastern investors, according to a leading Swiss-based asset manager specializing in the Middle Eastern region.
Walker Crips records 33% surge in client assets in Q3
UK-based wealth management firm Walker Crips Group has reported that its assets under management (AuM) were £1.25 billion for the fiscal third quarter ended 31 December 2013, an increase of 33% compare with £0.94 billion a year ago.