All articles by Verdict Staff
Verdict Staff
DeAWM launches db X-trackers Harvest CSI 300 China A-Shares Fund
Deutsche Asset & Wealth Management (DeAWM) has announced that the db X-trackers Harvest CSI 300 China A-Shares Fund (ASHR), launched at US$108 million.
Integration of Merrill Lynchs IWM business in Panama into Julius Baer begins
Swiss private banking group Julius Baer has started the transfer of Merrill Lynchs International Wealth Management (IWM) business in Panama.
InvestedIn acquires My New Financial Advisor, launches client acquisition tools for financial advisors
Crowdfunding technology provider InvestedIn has acquired My New Financial Advisor (MNFA), the premier provider of scalable marketing resources to financial advisors and financial intermediaries worldwide.
Surevest Wealth Management launches platform for recruitment
Surevest Wealth Management has announced the answer for advisors seeking the balance of high value support services with the independence of managing their own practice.
Investors find some fault with advisor communication tools: Spectrem
The communication between an investor and his or her advisor is a key component of a successful and long-term relationship, but investors are sometimes critical of the communication tools advisors use to build that relationship, according to a report by Spectrem Group.
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KPMG forms new global Islamic finance team
KPMG has formed a new global Islamic finance leadership team to support the continued growth and development of its international Islamic finance practice.
SAC Capital to turn into family office
SAC Capital, a US-based US$15 billion hedge fund group, will turn into family office and will manage the capital of founder Steve Cohen, his relatives and certain employees.
Societe Generale to cut 375 jobs across Europe
French multinational banking company Societe Generale is to axe 375 jobs across Europe in its securities-services business to offset the cost of new curbs on risk.
Old Mutual Wealth gross sales up 33% in Q3
Old Mutual Wealth has reported gross sales of £3.7 billion for the third quarter of 2013, a rise of 33% compared with £2.8 billion in the comparative period a year ago.
Schroders wealth management business sees revenue surge
Schroders third quarter results show a considerable rise in revenue, most of which has been attributed to the acquisition of Cazenove Capital Managment, a leading wealth management service, writes Patrick Brusnahan.