All articles by Verdict Staff
Verdict Staff
SMSF Association, Morgans Financial team up for advisor training
The SMSF Association has joined forces with Australian stockbroking and wealth management firm Morgans Financial to improve professional standards in the SMSF industry.
Julius Baer expands investment team in Guernsey
Swiss private banking group Julius Baer has bolstered its investment team in Guernsey by hiring Derek Beatty as executive director and senior portfolio manager.
CIBC wealth arm income slumps 12% in Q2
The wealth management arm of Canadian Imperial Bank of Commerce (CIBC) has reported a net income of C$113m for the second quarter of fiscal 2016, down 12% from C$128m a year ago.
Neptune names investment director and stock strategy head
Neptune Investment Management has appointed Robin Milway as its new investment director and head of stock strategy.
Rayner Spencer rolls out its own advisory platform
Rayner Spencer Mills Research (RSMR), a research and ratings group, has introduced its own adviser platform to host its seven risk-aligned portfolios – Rfolios.
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FCAs new report reveals flaws in banks anti-money laundering regime
British banks are using anti-money laundering (AML) laws as an excuse to close accounts of financial technology firms, charities, small businesses, and foreign nationals to reduce the cost of complying with tougher capital and regulatory requirements, according to a study commissioned by the FCA.
German wealth managers expect to lose market share to robo-advisors: Verdict Financial
More than 86% of German wealth managers working with high net worth (HNW) individuals believe that they will lose market share to automated investment services over the next two years, according to market researcher Verdict Financial.
Vanguard rolls out four active ETFs for UK market
American investment management company Vanguard has introduced four actively managed funds for the UK market.
Maitland opens new office in Miami to support Latin American business
Maitland, a global advisory and fund administration company, has opened a new office in Miami to support its growing business in Latin America.
AllianzGI appoints new head of Alternatives group
Allianz Global Investors (AllianzGI), a UK-based asset manager, has appointed Deborah Zurkow as its new head of Alternatives group.