All articles by Verdict Staff
Verdict Staff
Widmeyers LPL accounts merges with Lamkin Wealth Management
Warren Widmayer has merged his US based LPL Financial Holdings wealth-management accounts into Louisville-based Lamkin Wealth Management, according to Business First.
Veritas Investment, Pall Mall Investment team up to start a new holding company
Frankfurt-based Veritas Investment and Hamburg-based Pall Mall Investment Management (PMIM) have joined forces to start a new holding company that will see many of their activities pooled.
Neuberger Berman appoints new MD of global fixed income strategy
Neuberger Berman has poached Jon Jonsson from JP Morgan Asset Management (JPMAM) to work as managing director and senior portfolio manager for the firm’s global fixed income strategies.
Evercore Wealth Management expands national wealth advisory service
Evercore Wealth Management has expanded its national wealth advisory service with the appointment of Jewelle Bickford as partner and wealth advisor.
Baird adds The Andersen Group in Chicago
Baird, an international, employee-owned wealth management, capital markets, private equity and asset management firm, has added The Andersen Group, a father-son financial advisor team, in its Chicago wealth management office.
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Skandia poaches marketing head from Standard Life
Skandia has appointed Standard Life Investments (SLI’s) head of regional client marketing Alistair Campbell as head of investment marketing.
Fund managers’ sentiment on global economy up sharply: BofA Merrill Lynch survey
Global investors have become significantly more confident in the outlook for growth, reaching the highest level in nearly four years, a BofA Merrill Lynch survey of fund managers showed.
CBA’s wealth management division registers 9% rise in annual profit
The wealth management division of Commonwealth Bank of Australia (CBA) has reported net profit of A$687 million (US$624.68 million) for the financial year ended 30 June 2013, an increase of 9% from A$629 million (US$571.95 million) reported a year ago.
Schroders expands UK strategic solutions team
Schroders has expanded its UK strategic solutions team with the appointment of Rosalind Mann.
Oppenheimer & Co appoints head of New York institutional equity sales trading
Oppenheimer & Co, a unit of Oppenheimer Holdings has appointed Doron Barness as head of New York Institutional equity sales trading, working out of the firms New York headquarters.