All articles by Verdict Staff
Verdict Staff
Disconnects in philanthropic conversations between HNW individuals and professional advisors: US Trust
Professional advisors almost universally agree that philanthropy plays an important role in their high net worth (HNW) clients’ wealth experience, and that engaging clients about their philanthropic ambitions is good for their own business.
BNY Mellon Wealth Management appoints new managing director of sales in Atlanta
BNY Mellon Wealth Management has appointed Helen Nugent, Northern Trust’s SVP, as managing director of sales in its Southeast region.
Market and regulatory fragmentation poses major challenge to asset management industry: State Street
The top priority for fund managers is expansion into new markets in Asia Pacific, however, the industry is grappling with the region’s highly fragmented markets, according to an industry study by State Street.
Lyxor Asset Management launches emerging market ETF
Lyxor Asset Management has launched a new ETF, the Lyxor Ucits ETF CSI 300 A Shares, in order to expand its emerging market coverage.
Demand for fee-based advice unaffected by RDR: AXA Wealth report
One in four customers are willing to pay for financial advice, the same number as before the Retail Distribution Review (RDR) was implemented in spite of fears that consumers would be unwilling to pay for financial advice post the RDR, according to a survey conducted by AXA Wealth.
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Threadneedle set to offer Islamic investment management services in Malaysia
Threadneedle Investments has commenced operations in Malaysia to target Shariah-compliant investment services to institutional investors.
A new tactical investment strategy is now available to investors: Model Capital & Sowell Management
Model Capital Management and Sowell Management Services have launched the ‘US Tactical Enhanced’ tactical investment portfolio.
KNEIP moves to new offices in Brussels
KNEIP, a Luxembourg-based service provider to the fund management industry for the production and disclosure of legal, regulatory and contractual information, has moved to new offices in Brussels, Belgium.
Sycomore AM accelerates pan-European development effort
Sycomore Asset Management (Sycomore AM) has said that it will seek to accelerate development efforts of its directional equity long/short fund Sycomore L/S Opportunities outside of France, where the firms base of assets has historically been located.
Prudential Retirement adds new funds to Manager-of-Managers investment lineup
Prudential Retirement, a business of Prudential Financial has added 12 new institutional sub-advised funds, including a new non-traditional asset class, real estate, to its Manager-of-Managers platform.