All articles by Verdict Staff
Verdict Staff
Raymond James launches new portfolio management tool for advisors
Raymond James Financial has launched Portfolio Management Center (PMC), a portfolio management and research tool for its employee and independent channel advisors.
Investors largely concerned about maintaining their current financial position: Survey
A Spectrem research study indicates that most High Net Worth investors are concerned about maintaining their current financial position.
Yet another senior executive quits Cofunds
Michelle Woodburn has stepped down as Cofunds head of fund group relations after six years with the platform.
Fixed income funds suffer record redemptions in June: IMA
Fixed income funds experienced their highest net retail outflow of £624 million (nearly US$951 million) in during June as yields spiked on fears of an end to US quantitative easing, according to data released by the UK’s Investment Management Association (IMA).
Vontobel net profit jumps 20% to CHF76.1 million in H1
Vontobel has generated a net profit of CHF76.1 million in the first half of 2013, an increase of 20% from CHF63.2 million in the corresponding period a year ago.
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Linedata unveils new compliance managed service
France-based Linedata has launched the Linedata Compliance Managed Service to address the complexity of global hedge fund regulations by incorporating comprehensive rule monitoring across different geographies and jurisdictions.
SEC charges two traders in Spain with insider trading ahead of BHP acquisition bid
The Securities and Exchange Commission has charged a former high-ranking official at Madrid-based Banco Santander S.A. and a former judge in Spain with insider trading based on non-public information about a proposed acquisition for which the Spanish investment bank was acting as an advisor.
Long-Term Solutions hires chief compliance officer
Long-Term Solutions, a San Francisco-based multi-family office and wealth management company, has hired George B Brewster as a managing director and chief compliance officer.
BNP Paribass wealth and asset management unit pre-tax income down 3.6%
BNP Paribas wealth and asset management division reported a decline in its second quarter pre-tax income to 188 million (US$249 million) from 195 (US$258 million) in the same quarter last year.
Security, integration among top family office technology concerns: FOX study
Systems security and finding a software solution that integrates financial data across multiple functions rank as family offices top technology concerns, according to new research from the Family Office Exchange (FOX), a global network of wealth owners and their advisors.