All articles by Verdict Staff

Verdict Staff

Lloyds Banking Group PMI Release January 2013

Scotland’s private sector economy ended 2012 on a sound footing, according to Bank of Scotland’s PMI report for December.

Threesixty launches consultancy service for wealth managers

Threesixty, a UK-based consultancy firm, has launched bespoke consultancy service for wealth managers and discretionary fund managers (DFM).

United Arab Bank appoints head of Sadara Wealth Management

UAE-based United Arab Bank (UAB) has appointed Simon Taylor as the head of Sadara Wealth Management.

Bellpenny acquires four IFA businesses

UK-based IFA consolidator, Bellpenny, has acquired four IFA businesses, having combined funds under management in excess of GBP300 million.

BNY Mellon appoints chief marketing officer

BNY Mellon has appointed Judy Hu as the chief marketing officer, effective 1 February 2013.

Halbert Wealth Management to provide Hanlon Managed Income Strategy

Halbert Wealth Management, Inc. (HWM) has added Hanlon Investment Management Managed Income Strategy to its list of recommended managed account strategies.

CAPTRUST acquires Freedom One Financial

CAPTRUST Financial Advisors has acquired Freedom One Financial Group reflecting CAPTRUST’s ongoing strategic commitment to expand its national footprint.

Genworth Financial WM appoints chief technology officer

Genworth Financial Wealth Management (GFWM), a subsidiary of Genworth Financial (GNW), has appointed James Hanna as the chief technology officer and a member of the senior leadership team.

SEC approves Meridian Wealth Management as RIA

The US SEC has formally approved the financial advisory practice, Meridian Wealth Management as a Registered Investment Advisor (RIA).

Virtus and Kleinwort Benson ink deal for US market

Kleinwort Benson Investors (Dublin) and Virtus Investment Partners, Inc. have entered into a strategic partnership to further their business interests in the US retail marketplace.