All articles by Verdict Staff
Verdict Staff
FOX partners with Foundation Source to offer trustee, foundation governance education
Family Office Exchange (FOX), a global membership organization of single family offices and their advisors, has partnered with Foundation Source, a provider of support services for private foundations in the US, to offer a pair of workshops on trusteeship and foundation governance, November 19-21 in Dallas, Texas.
Advisors cautiously optimistic for remainder of 2013: SEI study
Despite continued economic and market uncertainty, most financial advisors still expect 2013 to be a good year according to a new poll released by SEI.
American Beacon launches new emerging markets equity fund
American Beacon Advisors, a US-based privately owned investment manager, has launched the American Beacon Earnest Partners Emerging Markets Equity Fund.
Ameritas selects National Financial as clearing and custody provider
Ameritas Investment, a subsidiary of Ameritas Life Insurance Corporation, has selected National Financial, a Fidelity Investments company, to serve as the sole clearing and custody provider for its broker dealer brokerage services.
Barclays’ head of wealth management for UK & Europe departs
Emmanuel Fievet, head of Barclays’ wealth management business for UK & Europe, has decided to leave the firm after five years in senior management roles.
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Morgan Stanley Wealth Management sees departure of two senior executives
Michael Marchassalla, the managing director and complex manager for some of Morgan Stanley Wealth Management’s most profitable offices in New York, has quit the organisation, Reuters has reported.
Skandia Vita to sell AllianceBernstein funds in Italy
Unit linked funds provider Skandia Vita will distribute the funds of AllianceBernstein’s in Italy, as part of an agreement signed between the two companies.
Barclays appoints new non-executive director
Wendy Lucas-Bull, chairman of Barclays Africa Group (formerly Absa Group) has been appointed as non-executive director of Barclays and Barclays Bank with immediate effect.
Asiya Investments opens office in Hong Kong
Asiya Investments, a Dubai-based specialist investment firm, has opened an office in Hong Kong to serve as its regional headquarters.
Dexia to negotiate with New York Life on asset management arm sale
Franco-Belgian banking group Dexia has said it will begin exclusive negotiations with New York Life Investments on the sale of Dexia Asset Management (DAM).