All articles by Verdict Staff
Verdict Staff
Ten Capital introduces middle market real estate strategy
Ten Capital Management, an Ohio-based investment management firm, has introduced a new middle market real estate strategy in partnership with Jordan Caspari and David Smith.
JPMorgan bolsters exchange traded fund range
JP Morgan Asset Management has bolstered its exchange traded fund range with the launch of a smart-beta developed ETF.
Ukraine signs double taxation agreement with Czech Republic
Ukraines finance minister Yuri Kolobov and Czech ambassador Ivan Po?uch have signed bilateral double taxation agreement (DTA) for the avoidance of tax evasion.
Bellpenny selects financial planning tool Voyant Adviser
Bellpenny, a UK-based national adviser firm, has selected Voyant UKs financial planning tool Voyant Adviser for its professional advisers and wealth managers.
Jupiter poaches small-cap specialist from F&C Investments
Jupiter Fund Management has poached F&C Investments small-cap specialist, Robert Siddles, as manager of its US small cap portfolios.
BNY Mellon appoints Monika Aminiova as EMEA market manager for treasury services
BNY Mellon, the global leader in investment management and investment services, has appointed Monika Aminiova to the role of Market Manager within its Treasury Services business in Europe, the Middle East and Africa (EMEA).
Atlantic Trust adds experienced wealth strategist to Boston team
Atlantic Trust has announced that Elizabeth M. ‘Liza’ Connelly has joined the firm’s Boston office as a vice president and wealth strategist.
Marketfield Asset Management re-domiciles its Cayman fund to Ireland
Central Bank of Ireland has authorized Marketfield Asset Management to re-domicile its Marketfield Dublin fund to Dublin.
Nearly 50% of millionaires take advice on retirement: Spectrem report
At least half of millionaires have received advice from their financial advisor about planning for retirement, according to Spectrem’s new wealth level studies.
Sandy Spring Bank expand wealth management team with three new hires
Sandy Spring Bank has added three new team members to Sandy Spring Trust. The team includes Andrew Seested, vice president of private wealth advisor, Jennifer Cumming, vice president of senior investment advisor, and Boris Wessely, vice president of senior investment advisor.