All articles by Verdict Staff
Verdict Staff
Brownstone Investment expands into emerging markets trading
Brownstone Investment Group, a fixed income investment firm, has expanded its trading platform with the addition of Emerging Markets (EM) debt.
Admiral Investment to target niche Asian property projects
Admiral Investment, a Hong Kong-based asset manager launched in November this year, is planning to position itself as a specialist in the niche REITs and property market in Asia.
FOX publishes guide to create family office
Family Office Exchange (FOX), a global membership organization of single family offices and their advisors, has released the FOX Guide to the Professional Family Office.
Wealth Enhancement merges with Summit Wealth Advisors
Wealth Enhancement Group has merged with Summit Wealth Advisors, a Chicago-based independent RIA firm with nearly US$300 million in assets under management.
Savant Capital Management acquires Paragon Advisors
Savant Capital Management has acquired Paragon Advisors, an Illinois-based registered investment advisory firm, to further expand its Chicago-area footprint with the addition of 130 Illinois families.
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Barings Asset Management appoints new global resources head
Baring Asset Management has appointed Duncan Goodwin as its new head of global resources, effective from January next year.
Investors choose firms for wealth management services: Spectrem
Wealth management services can be provided by many different types of financial firms, but the largest proportion of affluent investors obtain their wealth management services from a financial planning firm.
BNP Paribas strengthens sales team in Asia Pacific
BNP Paribas Investment Partners (BNPP IP) has appointed TF Cheng as sales head for Asia-Pacific.
Advisor Software, Concenter integrate CRM and financial planning for financial advisors
Advisor Software (ASI), a provider of wealth management solutions for the financial advisor market, has collaborated with Concenter Services to integrate their XLR8 app with ASI’s recently launched goalgamiPro app, both available through the Salesforce AppExchange.
Walker Crips set to launch new office in Swansea next year
Walker Crips, a UK-based wealth management firm, is set to launch a new office in Swansea, Wales by early 2014.