All articles by Verdict Staff
Verdict Staff
Brooks Macdonald forms strategic partnership with Castlegate
Brooks Macdonald Asset Management (BMAM) has formed a strategic partnership with Castlegate Financial Management, the East Midlands-based Independent Financial Advisory (IFA) firm of Chartered Financial Planners, to continue its UK growth pattern.
Lombard Risk, Oracle collaborate to launch regulatory reporting solution
Lombard Risk Management has joined forces with Oracle Financial Services to launch a global regulatory reporting solution that automates the end-to-end process for regulatory reporting.
Rathbone Unit Trust Management to introduce four offshore funds in May
UK-based asset manager Rathbone Unit Trust Management is set to launch four offshore funds for European investors in May 2016.
Natixis Global introduces global equity mutual fund
Natixis Global Asset Management has introduced a new sustainable equity fund, called Mirova Global Sustainable Equity Fund (ESGMX).
EFG on track to wrap up BSI acquisition by 2016 end
EFG International said that it is on track to close the acquisition of Grupo BTG Pactual’s Swiss private-banking division BSI by the end of this year, as was previously announced.
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Decimal Software rolls out new robo-advice tools
Australias Decimal Software has unveiled a pair of robo-advice tools for the institutional sector.
UBS appoints new vice chairman for wealth management in Asia
Swiss banking giant UBS has appointed Tracey Woon as new vice chairman for UBS Wealth Management in Asia.
Americans want advisors to be obligated to offer non-conflicted advice
More than three-quarters (77%) of Americans prefer investment advisors to be legally required to act in the best interests of their clients while offering retirement investment advice, according to a survey from Financial Engines.
AAM, Rothschild Asset Management form strategic partnership
Advisors Asset Management (AAM) has entered into a strategic partnership with Rothschild Asset Management, the US asset management arm of Rothschild.
RBC Wealth Management appoints new president
RBC Wealth Management, a unit of Royal Bank of Canada, has recruited Tom Sagissor as its new president.