All articles by Verdict Staff
Verdict Staff
Millennial investors more socially responsible with investment choices: Spectrem
Millennials have more interest in making socially responsible investments than do investors from other generations, according to a generational study conducted by Spectrem.
TresVista enters into strategic alliance with Bowline Capital Partners
TresVista, a Mumbai and London-based provider of customized financial service, has entered into a strategic partnership with European boutique advisory firm Bowline Capital Partners.
State Street to launch new actively managed emerging markets ETF
State Street Global Advisors, a US based ETF provider, has filed plans with the U.S. Securities and Exchange Commission to launch the SPDR SSgA Emerging Markets Minimum Volatility ETF.
EP Wealth Advisors expanding in Southern California
EP Wealth Advisors (EPWA) has retained Calif.-based Advice Dynamics Partners (ADP) to help identify acquisition candidates, and to manage and structure deals.
Henderson appoints Rob Gambi as chief investment officer
Henderson has further strengthened its executive management team with the appointment of Rob Gambi as chief investment officer as it continues its growth plans across global markets.
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JPMorgan to pay CFTC US$100 million over London Whale probe
JPMorgan Chase & Co has reached an agreement with the Commodity Futures Trading Commission (CFTC) to pay US$100 million to settle charges associated with the bank’s London Whale trading scandal.
Bank of Cyprus completes sale of its asset management arm
Bank of Cyprus has completed the sale of its asset management arm, Kyprou Asset Management to a Greek based firm, Alpha Trust Mutual Fund Management.
British, China enter into agreement over London role
Britain and China have entered into an agreement under which London will serve as global offshore hub for trading the Chinese currency the Renminbi (RMB) and will also become a hub for RMB investment into China.
Wealthiest investors report highest advisor satisfaction: Spectrem research
Advisor satisfaction continues to climb among all wealth segments, with satisfaction among the wealthiest investors growing significantly, according to Spectrem’s quarterly research.
The Rise of the Regional Players
By definition, regional banks are both physically present and committed. They benefit from an intrinsic cultural awareness that is specific to their local client base, and this differentiates them from the larger competitors.