All articles by Verdict Staff
Verdict Staff
Merrill Lynch poaches advisors from Morgan Stanley
Bank of America Corp’s Merrill Lynch has hired Mark Johnson and Brian Moore from Morgan Stanley Wealth Management as part of its expansion plan in New Jersey and Minnesota, reports Reuters.
Profits rise at F&C but AuM and revenues decline
F&C Asset Management has reported a 4.9% decline in its assets under management (AuM), totaling at £95.2bn ($142bn), for the full year that ended on 31 December 2012.
WWM appoints veteran advisor team
Washington Wealth Management LLC (WWM), an independent hybrid Registered Investment Advisor (RIA) firm, has appointed Pearce Saunders Murray Wealth Management’s advisory team to staff a new office in Californias Orange County.
TCC makes three appointments
UK-based independent regulatory consultancy, The Consulting Consortium (TCC), has made three senior appointments as a result of the expansion of its business.
Umpqua Private Bank to scale the business
US-based Umpqua Private Bank is planning to scale its business, according to Kelly Johnson, the executive vice president of the wealth management division, bankinvestmentconsultant has reported
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AMP Capital expands in Asia
AMP Capital has expanded its Asian equities team by appointing Andy Peng in the new role of portfolio manager/analyst in the Asian equities team based in Hong Kong.
Publica to hire for new asset management head
Switzerland based public pension fund, Publica, will hire a new head of its asset management division.
Wealth management mobile apps to enhance client experience: Research
According to the recent report Mobile Apps for Financial Advisors and Wealth Managers by Swiss research company MyPrivateBanking Research, mobile solutions for financial advisors to support client interaction and the advisory processes is all set to become the most rewarding development in the wealth management sector.
Morgan Stanley may buy remaining wealth management JV from Citi
After having won the Federal Reserve’s approval in the regulators annual stress test, Morgan Stanley may be set to buy the remaining 35% of its wealth-management venture with Citigroup Inc (Citi).
UBS Global Family Office makes two UK appointments
The UBS Global Family Office (GFO) team in the UK has made two senior appointments, with Susan Ward and Simon Leaver joining.