All articles by Verdict Staff

Verdict Staff

Broadridge completes acquisition of Bonaire

Broadridge Financial Solutions has completed the acquisition of Bonaire Software Solutions, a provider of fee calculation, billing, and revenue and expense management solutions for asset and wealth management firm.

Neuberger Berman introduces Greater China Fund for U.S. investors

Neuberger Berman Group LLC, an employee-controlled money managers, has launched the Neuberger Berman Greater China Equity Fund, a mutual fund for U.S. investors investing primarily in equity securities of issuers based in mainland China, Hong Kong, Taiwan, and Macau.

SunGard puts confidence in Poland with new mandate

Dom Inwestycyjny Investors S.A. (DI Investors), an independent Polish brokerage house, has selected SunGard’s Valdi to provide a front-to-back trading and direct market access (DMA) connectivity solution to the Warsaw Stock Exchange (WSE).

Darwin poaches Phoenix Fund executive to boost wealth & advisory sales

Darwin Investment has hired Anthony Wolfe from Phoenix Fund Services to boost its sales to wealth managers and advisers, FT Adviser reported.

US Hedge Fund Association launches chapter in Australia

The US-based Hedge Fund Association (HFA), a nonpartisan industry body aimed at increasing transparency and trust in alternative investments, has established an Australian chapter, Financial Standard has reported.

Kinetic Partners enhances due diligence services with senior hire in New York

Kinetic Partners, an advisor to the financial services industry, has appointed Brad Ackerman to its New York office as a Director within the consulting team.

Compliance, regulations key priorities for Hong Kong’s trust industry: KPMG study

Compliance, regulations and increasing trust assets are among key priorities for Hong Kong’s trust industry, according to a joint inaugural report by KPMG and the Hong Kong Trustees’ Association (HKTA).

FEIFA enters into strategic partnership with Alquity Investment

The Federation of European Independent Financial Advisers (FEIFA) has entered into a strategic partnership with Alquity Investment Management, a London-based frontier investment specialist which invests sustainably and donates a portion of its fee revenue to charity.

Investcorp forms strategic partnership with Kortright Capital

Investcorp’ US-based hedge fund business and Kortright Capital Partners, a New York based investment manager, have entered into a strategic partnership to provide Kortright stable growth capital while offering Investcorp and its investors access to a specialized event equity strategy.

Two-third of wealth mangers’ clients anxious about retirement: BlackRock survey

Almost two out of three (63%) wealth managers’ clients are anxious about saving for retirement, according to a BlackRock survey.