All articles by Verdict Staff
Verdict Staff
Fairstone Group to take over First Financial Management
Fairstone Group, a UK-based chartered financial planning firm, has agreed to acquire Northern Irish advisory firm First Financial Management (NI).
ICBC London expands use of AxiomSL platform
Industrial and Commercial Bank of China (ICBC) (London) has extended its deal with AxiomSL to use the platform for additional regulatory reporting requirements.
European investors expect equities to be best-performing asset classes
JPMorgan Private Banks latest Private Client Survey has revealed that European investors expect private equity to be the best-performing asset class and European equities to take lead over US equities in 2016.
Manulife AM makes senior distribution appointments for UK, Ireland
Manulife Asset Management has appointed Martin Powis and Alan Burnett to senior distribution roles in the UK & Ireland.
Schroders to acquire Brookfields $4bn fixed income team
British fund manager Schroders has agreed to purchase a team of securitised investment specialists from Brookfield Investment Management with $4bn in assets under management (AUM).
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Regions Bank appoints new head of Private Wealth Management
Regions Bank has promoted its executive Kate Randall Danella to the role of head of Private Wealth Management, a unit of the Regions Wealth Management Group.
ICBC to acquire Barclays secret London bullion vault
China’s ICBC Standard Bank has agreed to buy Barclays’ London bullion vault, which can store up to 2,000 metric tons in gold, silver, platinum and palladium.
Financial advisors primarily focus on attracting Baby Boomers: Survey
Financial advisors are more focused on attracting Baby Boomer than any other generation as their future clients, according to data released D.A. Davidson & Co.’s Individual Investor Group.
Mercer launches Mercer Jelf Financial Planning brand
Consulting firm Mercer, a wholly owned subsidiary of Marsh & McLennan Companies, has launched Mercer Jelf Financial Planning brand in the UK.
UBS partners with SigFig for development of wealth management platforms
UBS Wealth Management Americas (WMA) has formed a strategic alliance with SigFig, a San Francisco-based online financial advisor, to develop wealth management technology.