All articles by Verdict Staff
Verdict Staff
Eaton Vance to buy Calvert Investment Management
Eaton Vance has agreed to acquire the assets of Maryland-based fund manager Calvert Investment Management for an undisclosed sum.
Fidelity International hires new managing director for Asia ex-Japan
Fidelity International, a Bermuda-based investment management company, has appointed Daisy Ho to the newly-created role of managing director, Asia ex-Japan.
Caledonia (Private) Investments strengthens US team
Global long/short equity investment manager Caledonia (Private) Investments has appointed David Scully as its vice chairman, USA.
FSN and WNA Wealth Advisors merge to create Private Vista
Chicago-based Financial Strategy Network (FSN) and Illinois-based WNA Wealth Advisors have merged to create a new independent wealth management firm, known as Private Vista.
GAM AuM rises 5% to CHF119.1bn
Swiss money manger GAM Holding has said that its group assets under management (AuM) stood at CHF119.1bn at the end of September 2016, an increase of 5% from 30 June 2016.
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Brooks Macdonald records 7.5% rise in discretionary FuM; names new CEO
British wealth manager Brooks Macdonald Group said that its discretionary funds under management (FuM) stood at £8.92bn at the end of 30 September 2016, an increase of 7.5% compared £8.30bn on 30 June 2016.
Lombard Odier opens new office in Milan
Swiss private bank Lombard Odier has opened a new office for private banking clients in Milan to drive future growth in Italian market.
JPMorgan fined in Hong Kong for regulatory breaches
J.P. Morgan Securities (Asia Pacific) (JPMSAP) and JPMorgan Chase Bank, National Association (JPMCB) has been fined HKD5.6m ($721,798.78) by Hong Kongs Securities and Futures Commission (SFC) for regulatory violations.
Malaysia unveils fintech regulatory sandbox framework
Malaysia has set up a fintech regulatory sandbox framework to support innovations in the countrys financial services sector.
Findex launches family office-style services in Australia
Australian financial advisory firm Findex has introduced an integrated wealth management service, dubbed Family Office, for individuals and businesses of all sizes.