All articles by Verdict Staff
Verdict Staff
Morgan Stanley Wealth Management drops Paulson Funds
Morgan Stanley Wealth Management has dropped hedge fund manager John Paulson’s Advantage and Advantage Plus Funds from their retail offerings.
Most investment managers optimistic of their firms prospectus: Poll
In spite of the current and impending regulatory outlook, 78% of the US investment managers are optimistic about their firms prospects over the next three years, compared to 63% being optimistic a year ago, according to the latest SEI polls.
Credit Suisse to cut investment banking from Dubai to Qatar and Saudi Arabia
Credit Suisse Group AG and its second-largest shareholder, the Qatar Investment Authority is all set to trim its investment banking team located in Dubai and to relocate some jobs in Qatar and Saudi Arabia.
Watt Carmichael to deploy Windham Portfolio Advisor
Canadian wealth manager Watt Carmichael Private Counsel Inc. (WCPC) will soon deploy the Windham Portfolio Advisor (WPA), an asset allocation modeling and risk management software provided by Boston-based Windham Global Solutions, a division of Windham Capital Management, LLC.
US Bank Wealth Management appoints chief equity strategist
US Bank Wealth Management has appointed Terry Sandven to its newly created role of chief equity strategist.
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Kleinwort Benson appoints head of private wealth management
UK-based private bank, Kleinwort Benson, has appointed Nick Bennett as the head of private wealth management in Guernsey.
Coutts views on the investment risks and opportunities in 2013
UK Coutts today launches the Coutts 2013 investment outlook: 5&10, highlighting Coutts view of the five main investment risks and ten opportunities.
PBIs People of Influence
We have conducted our inaugural survey to find out who our readers think are the 50 key movers and shakers in the global private banking space this year and into 2013. Weve not attempted to rank our industry players, instead listing them alphabetically, but we have highlighted the top 10 a group that stood out above the pack. Agree, disagree or simply survey; we hope this stimulates discussion.
UBS Board authorizes settlements of LIBOR-related claims with US, UK
The Board of Directors of UBS AG has authorized settlements with the US Department of Justice (DoJ) and Commodity Futures Trading Commission (CFTC) in connection with their investigations of benchmark interest rates and the proposed settlement with the CFTC is subject to the Commission’s approval.
Baird, Axis Capital form strategic alliance for investment banking services
Baird, a US-based financial services firm, and Axis Capital, the investment banking subsidiary of India’s Axis Bank, have entered into a strategic alliance for investment banking services.