All articles by Verdict Staff
Verdict Staff
Equipos opens new office in Boston
Equipos, a provider of technology solutions to private wealth and institutional asset management firms, has opened a new office in Boston, Massachusetts.
FINRA releases enhanced version of BrokerCheck
The Financial Industry Regulatory Authority (FINRA) has released an enhanced version of BrokerCheck that allows investors to more quickly access and more intuitively understand the professional background of investment professionals.
Royal London to sell Isle of Man-based wealth unit to Vitruvian Partners
British insurer Royal London is reportedly planning to sell its Isle of Man-based offshore wealth management arm, Royal London 360, to private equity group Vitruvian Partners.
Taiwan’s financial institutions can absorb expansion risk in China: TRC report
Narrowing profit margins and intense competition at home are likely to drive more Taiwanese financial institutions to expand in neighboring China, according to a report titled, ‘Taiwan’s Financial Institutions Can Manage The Risk Of Further Growth In China,’ by Taiwan Ratings.
Loomis Sayles join hands with Nordea for global equity distribution
Loomis, Sayles & Company, an affiliate of Natixis Global Asset Management, has formed an exclusive partnership with Nordea Investment Management to manage Nordea’s Global Opportunity Fund.
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Envestnet | Tamarac expands breadth of real-time custodial data
Envestnet | Tamarac, a division of Envestnet, a leading provider of unified wealth management technology and services to investment advisors, announced today that it has added additional real-time custodial data into its portfolio management and reporting application, Advisor View.
Hedge funds raise US$100 billion through asset flows: Eurekahedge
Hedge funds have raised more than US$100 billion through asset flows from investors in 2013 despite underperforming equity markets, according to the data from Eurekahedge.
Static allocations may foil the growth ambitions of hedge funds: EY survey
As the hedge fund industry matures, managers who survived the financial crisis are now beginning to focus on growing beyond their original business models, according to EY’s seventh annual survey of the global hedge fund market, Exploring pathways to growth.
HighTower adds Klein Wealth Management as partner
HighTower, a US-based advisor-owned financial services company, has added Klein Wealth Management to its partnership.
BNY Mellon receives approval to offer fund management services in Singapore
The Monetary Authority of Singapore (MAS) has awarded BNY Mellons Singapore-based subsidiary a capital markets services license to provide fund management services in the country.