All articles by Verdict Staff
Verdict Staff
Morgan Stanley appoints new wealth CEO in Australia
Morgan Stanley Wealth Management Australia has appointed Ian Chambers as its new CEO, succeeding Brendan Goffinet.
Sun Life Financial forays into asset management business
Sun Life Financial has launched its new asset management business, Sun Life Investment Management.
Wilmington Trust appoints new managing director in Wealth Advisory division
Wilmington Trust has appointed Hunter Wilson as a managing director and senior private client advisor for its Wealth Advisory division.
Bridgewater Wealth & Financial Management appointments principal, CIO
Focus Financial Partners has announced that Focus Partner firm, Bridgewater Wealth & Financial Management, a Bethesda, MD-based independent RIA, has added former Maryland Capital Management President and veteran advisor, Stephen Schuler, as Principal and Chief Investment Officer.
IFAs remain strongly positive on emerging markets: Baring Asset Management
Two in five (41%) intermediaries believe their clients should increase their exposure to emerging markets, according to the Baring Asset Management Investment Barometer.
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SKAGEN Funds appoints new portfolio manager
Skagen, a Norway-based asset manager, has appointed Knut Gezelius as a new portfolio manager, with effect from 12 May 2014.
SEI adds over US$6.7 billion in new institutional assets in 2013
SEI has added over US$6.7 billion in new global institutional assets in 2013, achieving record institutional sales and growth over a two-year period.
Global pension fund assets hit record high in 2013: Towers Watson
Assets at US institutional pension funds increased 12% in 2013 to a record US$18.9 trillion, according to Towers Watson’s annual Global Pension Assets study.
Market conditions impact millionaire’s investment plans: Spectrem
The stock market continues to be the factor most impacting the investment plans of Millionaire investors, according to 34% of overall respondents to a January survey conducted by Spectrem Group of Affluent households.
OppenheimerFunds creates new unified distribution organization
OppenheimerFunds has created a new unified distribution organization to maximize resources and take advantage of opportunities in the marketplace.