All articles by Verdict Staff
Verdict Staff
Coeli AM, IMQubator launch Coeli Macro strategy on Deutsche Banks dbSelect platform
Coeli Asset Management and Netherlands-based IMQubator have launched Coeli Macro strategy on dbSelect, Deutsche Bank’s platform for accessing liquid hedge fund strategies.
Bank of Nashville appoints new private banking head
The Bank of Nashville has hired David Mulrooney head of its private banking and wealth management unit.
TruNorth completes merger with BGM Wealth Management
American independent advisory firm TruNorth has completed its merger with BGM Wealth Management, an independent registered investment advisor.
Manulife unveils new MPF RMB bond fund
Manulife has unveiled a new mandatory provident fund, the Manulife MPF RMB Bond Fund, under the Manulife Global Select (MPF) Scheme to boost its MPF fund platform to cover the existing retirement investment spectrum.
Architas hires new head of intermediary sales
Architas, the multi-manager arm of Axa Wealth, has hired James Bampton as new head of intermediary sales.
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AFH Financial Group buys Michael Mac Wealth Management
AFH Financial Group has acquired Scotland-based IFA Michael Mac Wealth Management for £250,431.
Highland Capital Management names new institutional sales and marketing chief
Highland Capital Management, a Dallas-based investment management firm, has promoted Jess Larsen to the role of head of institutional sales and marketing.
Former Banque Havilland private banking head launches new wealth management business
Nick Parker, former private banking head of Banque Havilland, has launched a new wealth management business, RiverPeak Wealth.
ABN AMRO takes profit on US equities & cyclical stocks
ABN AMRO Private Banking has moved to Underweight for US equities, reduced its exposure to cyclical stocks after recent strong performance and recommends further portfolio diversification to reduce risk, according to its Q1 2014 Investment Outlook The Great Rebalancing.
Platinum Advisor Strategies enters into strategic partnership with Focus Partners
Platinum Advisor Strategies has joined forces with Focus Partners to launch Platinum Elite Coaching Program, a combination of tools and resources designed to enhance the operations of financial advisors and increase their revenue.