All articles by Verdict Staff
Verdict Staff
Barclays to merge wealth, asset management businesses in South Africa
Absa Bank, the South African subsidiary of Barclays, is planning to bring its wealth, asset management, stock broking and investment administration businesses under one umbrella.
FCA censures financial IFA £10k over unsuitable Ucis advice
The UK’s Financial Conduct Authority (FCA) has banned and fined a director of an IFA firm £10,000 over his failure to provide suitable unregulated collective investment scheme (Ucis) advice to customers.
Fulton Financial Advisors renews partnership with Raymond James
Fulton Financial Advisors has renewed its partnership with Raymond James Financial Services Financial Institutions division for further five years.
Former Morgan Stanley executives launch wealth advisory firm in conjunction with Raymond James
A group of former Morgan Stanley managers have partnered with Raymond James Financial Services to launch new wealth advisory firm which will offer equity ownership and succession planning to advisers.
Cetera ramps up wealth management platform with advanced technology from Envestnet
Cetera Financial Group has partnered with Envestnet to deliver powerful new performance reporting and business analytics capabilities to its advisors.
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Tyndall AM forms strategic alliance with Ignis in Australia
Tyndall Investment Management (Tyndall AM) has entered into a strategic alliance with UK-based Ignis Asset Management (Ignis AM) in Australia.
MFS Investment Management changes name of Canadian operation
American asset manager MFS Investment Management has changed the name of its Canadian operation from MFS McLean Budden to MFS Investment Management Canada.
Brown Brothers Harriman signs deal with ICBC over China funds
US lender Brown Brothers Harriman (BBH) has entered into an agreement with Industrial & Commercial Bank of China (ICBC), under which BBH will help asset managers increase their access to Chinese mutual fund market under the newly proposed rules.
Cantor Fitzgerald Europe adds to credit fixed income team
Cantor Fitzgerald Europe, a leading global financial services firm, has expanded its credit fixed income sales and trading team with the appointment of Jose Contreras and David Coffey in London.
BNY Mellon Wealth Management names new senior director for MEA, Turkey
BNY Mellon Wealth Management has appointed Giambattista Atzeni to a newly created role of senior director for business development serving MEA region and Turkey.