All articles by Verdict Staff
Verdict Staff
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.
Snowden Lane poaches Merrill Lynchs $100M adviser
Joseph Hubbell, who oversaw $100m at Merrill Lynch, has merged his practice with Snowden Lane’s Clinton-Pedrena Group to form Veritas Private Wealth Group in New York City.
Nikko Asset Management appoints new global head of sales
Nikko Asset Management has appointed Yuichi Alex Takayama as its new global head of sales (International Business).
WisdomTree completes European buyout; names new CEO
WisdomTree Investments has acquired remaining stake in its European entity, of which it already owned 75%.
GAM to buy British equities investor Taube Hodson Stonex
Swiss asset manager GAM Holding has agreed to acquire British equities firm Taube Hodson Stonex (THS), for an undisclosed amount.
Grant Thornton appoints new MD for Guernsey
Accounting firm Grant Thornton has appointed Adam Budworth as managing director in Guernsey, replacing Dave Clark.
Calastone expands to New Zealand
Calastone, a UK-based funds transaction network, has expanded into New Zealand to enable smoother transaction flow across Australasia.
Marex Spectron establishes new business to develop absolute return investment products
Marex Spectron, a UK-based commodities brokerage company, has launched a new business, dubbed Nanolytics Capital Advisors, to develop alternative investment products.
Jupiter Fund Management names new CFO
British asset manager Jupiter Fund Management has appointed Credit Suisse’s head of group finance Charlotte Jones as its new CFO, replacing Philip Johnson.
FCA bans and fines former Towry adviser for insider dealing
The Financial Conduct Authority (FCA) has fined former Towry adviser Mark Taylor £36,285 and banned him for a period of at least two years for engaging in market abuse.