All articles by Verdict Staff

Verdict Staff

Nerine develops domestic trust solution for India

Guernsey’s Nerine Group of Fiduciaries has developed a domestic trust solution for Indian nationals.

TD Bank Group completes acquisition of Epoch Holding Corporation

TD Bank Group (TSX: TD) (NYSE: TD) today completed the previously announced acquisition of Epoch Holding Corporation (NASDAQ: EPHC) and its wholly-owned subsidiary Epoch Investment Partners, Inc., significantly expanding TD’s North American investment management footprint and strengthening Epoch’s existing franchise and competitive advantage.

TD Asset Management Announces Fund Risk Rating Change

TD Asset Management (TDAM), the manager of the TD Private Target Return Fund (the “Fund”), today announced a change to the risk rating of the Fund. The change is reflected in the Fund’s updated simplified prospectus filed with Canadian securities regulators today.

Vontobel Asset Management hires 5 star rated Dexia experts to expand its Emerging Markets Fixed Income capabilities

Luc D’hooge, a five star1 fund manager, has been appointed to Head Emerging Markets Fixed Income to strengthen the investment capabilities and further develop the product offering in that asset class. Additionally, Wouter Van Overfelt joins the team as Portfolio Manager and Quantitative Analyst.

BMO Asset Management launches seven new ETFs

Canada-based BMO Asset Management Inc. has launched seven new exchange traded funds (ETFs) to help investors construct their portfolio more effectively.

High-Net-Worth Families Not Immune from College Planning Mistakes

Paying for college is a significant financial commitment for even the wealthiest of families and the planning process isn’t easy to navigate. Baird Wealth Management Research’s 529 Plan Manager Susie Bauer shares some of the mistakes she sees high-net-worth families make in the years leading up to college, and offers suggestions on how best to save and pay for college.

Chambers Global ranked LAWIN as the leading law firm within Corporate/Commercial law in the Baltic States

Prestigious international legal directory Chambers Global announced leading law firms and attorneys of the Baltic States.

Kames Capital appoints new CIO

UK-based Kames Capital, a wholly-owned subsidiary of Aegon Asset Management, has appointed Stephen Jones, currently co-head of Fixed Income together with David Roberts, as CIO, subject to regulatory approval.

HMRC wins Morgan Stanley tax avoidance battle

HM Revenue & Customs has won a GBP60 million court battle over a tax avoidance scheme involving US investment bank Morgan Stanley and FTSE 100 company, Land Securities.

Legg Mason Survey Finds Investor Expectations for Income Disconnected from Market Realities

According to a new survey of 500 affluent U.S. investors by Legg Mason, almost three-quarters (74%) said “now is a good time to be invested in equities” with 52% adding that they are more inclined to use equities to generate investment income.