All articles by Verdict Staff
Verdict Staff
Barclays strengthens Russian team
Global financial services provider Barclays has appointed Pavel Skachkov as a director and private banker for its wealth and investment management.
Kleinwort Benson appoints head of private wealth management
UK-based private bank Kleinwort Benson has appointed Clive Wright as head of private wealth management, offshore.
Morgan Stanley Smith Barney to lose Smith Barney
Morgan Stanley is to drop Smith Barney from the title of its wealth management joint venture with Citigroup.
Financial Services Institute launches new mobile app for advisors
The Financial Services Institute (FSI) has launched a mobile app for smartphones and tablets that allows independent financial advisors and financial services firm executives to keep tabs on important advocacy issues and contact their local lawmakers.
FolioDynamix upgrades wealth management software platform
FolioDynamix, a provider of web-based wealth management technology, content and services for managing the full investment and wealth advisory lifecycle, has launched FDx SingleSight Version 6.2, a new release of its wealth management software platform.
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Advisors skeptical about merits of traditional portfolio construction: Study
A recent study by Natixis Global Asset Management has revealed that a majority of the advisors in the UK have raised doubts about the traditional diversification strategies in more volatile markets.
FSA defines independent and restricted advice
Ahead of the implementation of the retail distribution review (RDR), the Financial Services Authority (FSA) has finalized the definition of independent and restricted advice.
UBS poaches advisor from Morgan Stanley
With the appointment of a veteran advisor from Morgan Stanley Smith Barney, UBS Wealth Management Americas has expanded its advisor force in New Jersey.
Automated portfolio rebalancing beneficial to advisors, study
Wealth management application and financial technology provider, Scivantage and CEB TowerGroup researchers, in a report have revealed that automated portfolio rebalancing provides differentiator for advisors, apart from increasing their productivity.
Union Bancaire Privee to acquire Banco Santander
Geneva-based Union Bancaire Privee (UBP) to buy the Swiss asset management arm of Banco Santander.