All articles by Verdict Staff
Verdict Staff
JTC Group purchases private client business book from Herald Trust Company
JTC Group, Jersey-based providers of private client, fund and corporate services, has purchased a substantial book of private client business from Herald Trust Company.
UBS unveils Australian dividend ETF
UBS Global Asset Management has unveiled the UBS IQ Research Preferred Australian Dividend Fund to Australian investors.
Nucleus to launch D2C platform to serve orphan clients
Nucleus is planning to launch a direct-to-consumer (D2C) platform to serve the 6,000 orphaned clients it currently refers to Hargreaves Lansdown every year.
Baird moves Laura Gough to Private Asset Management’s Milwaukee office
Baird, an international employee-owned financial services firm, has announced that Laura Gough, CFA, managing director, has moved to a new position within the firm, joining the Private Asset Management Group at the firm’s Milwaukee office.
ICICI Prudential unveils new equity savings fund
ICICI Prudential Asset Management Company has unveiled a new ICICI Prudential Equity Savings Fund to focus on investing in equity securities of companies which seek expansion in return on equity over the next three years.
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Improve fixed income allocations, build a stronger core and use target date funds effectively
Despite a bullish outlook on the market, plan participants are becoming increasingly conservative with a preference for fixed income without a solid understanding of its role in their portfolio, according to a survey of US workplace retirement plan participants by State Street Global Advisors.
Macquarie Group may bid for JPMorgan’s physical commodities unit
Macquarie Group is reportedly considering a bid of up to $2 billion for JPMorgan’s physical commodities business.
Kanaly Trust names new president
American investment manager Kanaly Trust has named its chairman Drew Kanaly as new president, reported Houston Business Journal.
BNY Mellon expands wealth management team in West
BNY Mellon has appointed the team of David Dasari and Chad Maze for its wealth management groups West division.
Oaktree Capital Management opens Dubai office in DIFC
Oaktree Capital Management has opened an office in Dubai International Financial Centre (DIFC) in line with the companys expansion plans in the region.