All articles by Verdict Staff

Verdict Staff

Evercore Wealth Management appoints new vice president

US-based Evercore Wealth Management has appointed Tom Trenchard as its new vice president and a financial advisor.

LeadFerret releases directory of wealth management professionals

LeadFerret has released a specialized directory of Wealth Management Professionals which allows users to search and see full contact information for them.

Hawksmoor Investment bolsters direct private client arm with new hires

Hawsmoor Investment Management has expanded its direct private client arm with the appointment of former Investec investment director Jim Wood-Smith as head of research, with effect from January 2014.

Morgan Stanley to acquire 30% stake in Mitsubishi UFJ’s wealth management arm

Morgan Stanley has agreed to buy a 30% stake in Mitsubishi UFJ Financial Group’s Japanese wealth-management business.

Performance Trust Investment Advisors rebrands to Performance Trust Asset Management

Chicago-based alternative investment firm Performance Trust Investment Advisors has rebranded its name to Performance Trust Asset Management (PTAM).

UBS Wealth Management Americas announces changes to the product management team

UBS Wealth Management Americas, a division of UBS AG, has made new appointments to their product management team in the Equity Plan Advisory Services division.

Spain’s Bankia Group hires new director of private banking unit

Spain’s Bankia Group has hired Marta Alonso as director of the private banking unit, Bankia Banca Privada.

Bangkok-based advisory firm mulling foray into Singapore market

MBMG Group, the Bangkok-based advisory firm, plans to file an application with the Singaporean financial services regulator to expand its asset management advisory services in Singapore.

Northern Trust appoints new managing director for global equity

Northern Trust Asset Management has appointed Matthew Peron as managing director, global equity in a bid to combine active and index equity teams to foster the strengths of both disciplines in the development of investment solutions for its clients.

Goldman converts credit strategies fund to liquid alternatives bond fund

Goldman Sachs Asset Management has expanded its fixed-income alternatives fund range by converting its US$448 million non-traded Credit Strategies Fund into a new liquid-alternatives-bond fund.