All articles by Verdict Staff
Verdict Staff
Global wealth management company selects Kofax TotalAgility mailroom automation solution
Kofax announced that a global provider of wealth and asset management services in the UK has invested nearly US$400,000 into Kofax solutions to automatically process instruction-related documents as part of its transfer agency business.
Charles Stanley compliance head departs
Charles Stanley’s director and head of compliance Venetia Malpas has departed the firm in November to take early retirement.
Ultra-high-net-worth individuals outbidding institutional investors for Australian real estate
Recently, Australia’s high-end real estate market has seen an influx of new bidders for elite properties.
Apollo to withdraw investment from Lighthouse Investment Partners report
Apollo Global Management is reportedly planning to offload its investment in the owner of Lighthouse Investment Partners, three years it after it backed the fund-of-hedge-funds manager.
The Standard contracts Access Data to provide DCIO Reporting to mutual fund partners
Broadridge Financial Solutions has announced that The Standard has selected Access Data, a Broadridge company, to provide DCIO Reporting to fund partners offering products on The Standard’s retirement recordkeeping platform.
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Performance Trust Asset Management launches new hedged fixed-income product
Performance Trust Asset Management has launched a new hedged fixed-income product, called PTAM Dynamic Fixed Income Fund.
Lazard Asset Management unveils new global equity select fund
Lazard Asset Management has launched the Lazard Global Equity Select Portfolio to expand its global fund range.
Royal London Asset Management names new marketing head
Royal London Asset Management (RLAM) has named Tracy Fennell as new head of marketing.
CFRA, Management CV Announce Strategic Alliance
CFRA and Management CV have announced a strategic alliance to promote and integrate each other’s products and services.
Coutts chairman retires
David Douglas-Home, chairman of Coutts & Co, has stepped down from his position at the end of December 2013 after a spell of 14 years with the firm.