All articles by Verdict Staff
Verdict Staff
Wells Fargo Asset Management completes Analytic Investors acquisition
Wells Fargo Asset Management (WFAM), the global asset management arm of Wells Fargo, has wrapped up the acquisition of Los Angeles-based investment firm Analytic Investors.
Zedra wraps up Allied Corporate Services acquisition
Zedra, a provider of independent trust, fiduciary, corporate and fund services, has completed the acquisition of Allied Corporate Services, a Netherlands-based provider of independent corporate services, following the approval of the Dutch central bank.
JM Finn names new head of Yorkshire office
British investment manager JM Finn has appointed Andrew Aitken as head of the Yorkshire office, replacing David Barstow.
La Trobe Financial rolls out online investment platform
Australian credit specialist La Trobe Financial has unveiled a new online investment platform that will allow investors to have real time access to online investments from any location.
Schroders-owned Cazenove Capital to buy wealth business of C. Hoare & Co
Cazenove Capital Management, the UK wealth manager of Schroders, has agreed to acquire the wealth management business of British private bank C. Hoare & Co for an undisclosed sum.
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AFH Financial snaps up assets of CRS Financial Planning
AFH Financial, a UK-based financial planning led wealth management firm, has purchased the assets of independent financial adviser CRS Financial Planning, adding £25m to its funds under management (FUM).
BPWA snaps up Texas-based RIA Ironmark Advisors
Beacon Pointe Wealth Advisors (BPWA) has agreed to acquire Ironmark Advisors, a registered investment adviser (RIA) managing $340m in assets.
Family-owned Harvest Group Wealth Management launched in US
A Massachusetts-based family team has broken away from UBS to introduce a new independent firm, known as The Harvest Group Wealth Management.
Janus Capital to merge with Henderson Group
Investment management firms Janus Capital and Henderson Group have agreed to an all-stock merger, to create a global active asset manager with over $320bn in assets.
RBS unveils new structure; Coutts and Adams to be ringfenced under new structure
RBS has announced plans to ringfence its retail banking business from its riskier investment banking business to meet the deadline of 1 January 2019 set by the British government.