All articles by Verdict Staff
Verdict Staff
Morningstar appoints new head of information products and client solutions
Morningstar has named Kunal Kapoor, currently head of client solutions, as new head of information products and client solutions.
Morgan Stanley lures advisors from RBC Wealth, Fulcrum Securities
Morgan Stanley’s (MS) retail brokerage arm has lured three financial advisers from wealth management firms, including one from Fulcrum Securities and two from RBC Dain Rauscher.
Fidelity asset management chief to depart
Fidelity Investments asset management chief Ron OHanley is set to leave the firm at the end of February.
China Life AMP Asset Management launches first mutual fund
China Life AMP Asset Management Company, the joint venture between AMP Capital and China Life Asset Management Company, has launched its inaugural mutual fund, China Life AMP Money Market Fund.
FPA asks AUSTRAC to train advisers to fight tax evasion
The Financial Planning Association (FPA) has asked the Australian Transaction Reports and Analysis Centre (AUSTRAC) to train financial advisers avoiding tax evasion and money laundering.
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Windham Capital Management added to Merrill Lynch’s global wealth management platforms
Windham Capital Management has announced that its Risk Regime Strategies have been added to Merrill Lynch’s Unified Managed Account (UMA), Merrill Lynch Consults (Consults), and Merrill Lynch Strategic Portfolio Advisors (SPA) platforms.
HSBC appoints new retail banking and wealth management head for APAC
HSBC has appointed Kevin Martin as regional head of its retail banking and wealth management (RBWM) for Asia-Pacific with immediate effect.
Chinese oligarchs stashed up to US$4 trillion in Caribbean offshore tax havens: ICIJ
Nearly 22,000 mainland Chinese and Hong Kong citizens have stashed up to US$4 trillion in offshore tax havens in places like the Caribbean and the South Pacific, according to the International Consortium of Investigative Journalists (ICIJ).
Pictet unveils absolute return fixed income fund
Switzerland -based Pictet Asset Management has unveiled a Luxembourg-domiciled absolute return fixed income fund.
Turner Investments to introduce a new investment strategy
Turner Investments has introduced a new investment strategy: Turner/TomorrowVentures Genesis Equity.