All articles by Verdict Staff
Verdict Staff
Fiera Capital to implement Eagle’s solutions as Enterprise Platform
Canada-based Fiera Capital Corporation, a full-service investment management firm with approximately US$55 billion in AUM will implement Eagle Investment Systems LLCs solutions throughout its enterprise.
Slew of appointments at Societe Generale Private Banking
Societe Generale Private Banking (SGPB) has made three senior level appointments, which have been effective from 1st January 2013.
Citigroup fires its Private Bank CIO
Citigroup Inc. has fired the chief investment officer of its private bank, Richard Cookson as a part of its job reductions.
Charles Stanley appoints investment director for direct-to-client service
UK-based Charles Stanley Group PLC has appointed Douglas McNeill as the investment director for new direct-to-client service, called Charles Stanley Direct, which will be launched in Q1 2013.
Credit Suisse appoints MD of Southeast Asia for private banking
Credit Suisse has appointed Claudio de Sanctis as the managing director and market area head, Southeast Asia for private banking Asia-Pacific, The Asset reported.
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Forbes Family Trust inks investment advisory partnership with LGL Partners
Forbes Family Trust, a multi-family office/investment advisory firm has entered into a long-term strategic and investment advisory partnership with LGL Partners (LGL).
Athena Capital Advisors opens office in New York
Athena Capital Advisors, a RIA providing investment advisory and external CIO services to both private and institutional clients, has opened an office in New York city and has hired Zung Nguyen to lead the new office.
Focus Financial Partners acquires Merriman
Focus Financial Partners, LLC, a partnership of independent wealth management firms, has acquired Seattle-based RIA Merriman, LLC.
Pyne Gould Corporation divests businesses
New Zealand-based Pyne Gould Corporation Ltd has entered in to a conditional agreement for the sale of its Perpetual Portfolio Management Limited, together with Perpetual Asset Management Limited and Perpetual Trust Limited and also its stake in Australia’s van Eyk Research.
Raymond James poaches Wells Fargo team
Raymond James Financial Services has appointed a mother-daughter team, Carolyn Meakem and Traci Meakem of Wells Fargo, in Bethesda, Maryland, who handles US$200 million in assets.