All articles by Verdict Staff
Verdict Staff
Dalton Strategic Partnership hires new CEO
British fund manager Dalton Strategic Partnership has appointed Prince Wenceslas von Liechtenstein as its new CEO.
Vocus Communications founder launches asset management firm
James Spenceley, the founder and former CEO of business telco provider Vocus Communications, has collaborated with fund manager Gary Rollo to launch MHOR Asset Management.
UBS, Fudan University launch finance certificate program in China
Swiss banking giant UBS and China’s School of Management of Fudan University (FDSM) have jointly introduced a finance certificate and scholarship program to provide local talent with international insight.
BlackRock launches new mutual fund
American fund manager BlackRock has introduced a new mutual fund that aims to generate competitive financial returns while investing in measurable social and environmental outcomes.
SEC mandates investment advisers to disclose more info about business
The US Securities and Exchange Commission (SEC) has adopted amendments to several Investment Advisers Act rules and the investment adviser registration and reporting form to enhance the reporting and disclosure of information by investment advisers.
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$200bn of revenue at stake as wealth client expectations shift globally: EY report
Nearly $200bn in revenue may be at stake worldwide, as 40% of all clients are open to switching wealth managers under the right circumstances, according to EY’s latest global wealth management report.
LLB net profit rises 5.5% in H1
Liechtensteinische Landesbank (LLB) has reported net profit of CHF43m for the first half of 2016, up 5.5% compared to CHF40.8m a year earlier.
SEI appoints Allfunds to UK sub-custodian list
SEI, a US-based investment processing solutions provider, has appointed mutual fund platform Allfunds to its roster of sub-custodians for UK business.
Easton Investments to snap up Panthercorp CST
Australias Easton Investments has agreed to acquire Panthercorp CST, a provider of corporate, trust and SMSF documentation across Australia.
U.S. Bank partners with FutureAdvisor for automated investing capabilities
U.S. Bank Wealth Management has collaborated with investment advisory firm FutureAdvisor to offer automated investing capabilities to clients of its affiliate U.S. Bancorp Investments.