All articles by Verdict Staff
Verdict Staff
Itaú Unibanco appoints new asset management head in UK
Brazil-based Itaú Unibanco has named Ken Casey as new head to its asset management business in UK.
Cadence Bank selects Fi-Tek’s TrustPortal to manage growth
Fi-Tek announced that Cadence Bank has gone live on the company’s fully integrated wealth management solution, TrustPortal.
Caerus Group renews partnership deal with Parmenion
Caerus Group, a UK-based financial services provider, has renewed its partnership agreement with Parmenion for three more years.
Financial institutions yet to establish collateral management strategy: Clearstream
Sourcing the most appropriate collateral to cover global exposures is increasingly a top priority for financial institutions, yet most still have “much work to undertake” to establish a clear approach to their collateral management needs, according to an anonymous poll at Clearstream’s 18th Global Securities Financing Summit held on 22 and 23 January 2014 in Luxembourg.
JP Morgan AM to launch new onshore version of US equity fund
JP Morgan Asset Management is set to launch an onshore version of its Luxembourg-domiciled America Equity Fund Sicav for UK investors.
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Registered investment advisors see opportunity in retirement plan market: TD Ameritrade
Most registered investment advisors (RIAs) agree the US retirement plan market represents a tremendous growth opportunity yet relatively few RIAs pursue this business in a significant way, according to a TD Ameritrade Institutional Advisor survey.
Salamanca appoints new group head of strategy
Salamanca Group, a London-based merchant banking and operational risk management firm, has appointed Martin Devenish as group head of strategy.
MAS allows eligible financial institutions to apply for RQFII license
The Monetary Authority of Singapore (MAS) has said that it will allow all the local eligible financial institutions to submit applications for RQFII license to offer RMB investment products and invest offshore RMB into China’s securities markets.
Univest completes acquisition of Girard Partners
Univest Corporation of Pennsylvania, parent company of Univest Bank and Trust, has completed the acquisition of Girard Partners.
Morningstar reports hedge fund performance for December, asset flow through November
Morningstar has reported preliminary hedge fund performance for December 2013 as well as estimated asset flows through November.