All articles by Verdict Staff
Verdict Staff
Northern Trust appoints head of wealth management in Mid-Atlantic Region
Northern Trust has appointed Brett Rees as head of wealth management in the Mid-Atlantic Region.
Entrepreneurial activity resurges across UK & Ireland: Barclays
The latest Barclays Entrepreneurs Index has revealed a resurgence in entrepreneurial activity across UK and Ireland as there was a 14% rise in the number of growing private businesses with shareholder changes from second half of 2011 to second half of 2012.
Advisers may face 30% FCA fee hike: Apfa
Advisers’ regulatory costs to increase by 30% as part of the Financial Conduct Authority’s (FCA) GBP432 million budget for 2013/14, according to Apfa estimates.
Fleming Family & Partners launch Global Select Equities fund
Fleming Family & Partners, a wealth manager has launched Global Select Equities, that has been designed with the aim to overcome the geographical and sectoral constraints seen in traditional, large capitalisation, actively-managed equity strategies.
Harris myCFO appoints new president
Harris myCFO, a wealth management unit of BMO Harris Bank, has appointed John Benevides, previously president of Harris Family Office Services, as its new president.
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HMRC rebates ruling prompts Skandia to review charging structure
Skandia has decided to review its recently announced unbundled charging structure following the Revenue & Customs (HMRC) ruling to tax rebates to consumers.
ClearView Wealth appoints new head of operations, technology
ClearView Wealth, a financial advisory firm in Connecticut, has appointed Tony Thomas, former Calliden Group chief financial officer, as the head of operations and technology, effective from 11 April 2013.
Morningstar Announces Thailand Fund Awards for 2013
Morningstar Research (Thailand) Ltd., a subsidiary of independent investment research firm Morningstar, Inc. (NASDAQ: MORN), today announced the winners for its fourth annual Morningstar Thailand Fund Awards.
Morningstar Reports Hedge Fund Performance for February, Asset Flows Through January
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported preliminary hedge fund performance for February 2013 as well as estimated asset flows through January 2013.
BofA makes two hires to lead new UHNW team
Bank of America Merrill Lynch (BofA) has appointed Ed Riley and Jonathan Miller to lead a new team catering to ultra-high-net-worth (UHNW) clients.