All articles by Verdict Staff
Verdict Staff
Canoe Financial wraps up OLeary asset acquisition
Canada-based Canoe Financial has closed the acquisition of O’Leary Funds management contracts and related assets.
Old Mutual to launch new gold and silver fund
Old Mutual Global Investors (OMGI), part of Old Mutual Wealth, is planning to launch a new Gold & Silver Fund in March 2016, subject to regulatory approval.
Multi-family office LJ Partnership forms JV to foray in to African market
UK-based multi-family office LJ Partnership and Roberta Annan, a global development consultant and philanthropist, have formed a joint venture called LJ Africa Advisors (LJAA).
Davy Asset Management poaches ex-Fidelity distribution head
Davy Asset Management, a subsidiary of Ireland-based Davy Group, has hired former Fidelity head of distribution Phil Jefferson as new company director, based out of UK.
Neuberger Berman names new marketing head for EMEA
US-based investment manager Neuberger Berman has named David Rowe as new head of marketing for EMEA.
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EFG in talks to purchase BTG Pactuals Swiss unit
EFG International, a Swiss private banking group, is in negotiations with Brazils Grupo BTG Pactual to acquire the latters Swiss unit BSI.
BMO Global Asset Management launches new ETFs in Hong Kong
BMO Global Asset Management, a part of BMO Financial Group, has rolled out four new exchange traded funds (ETFs) in Hong Kong.
Genpact teams up with digital wealth manager Advizr
Business process management company Genpact has partnered with Advizr, a provider of digital wealth management platform, to expand its digital capabilities in wealth management.
KPMG bolsters its wealth management business
KPMG, an audit, tax and advisory firm, has hired David Bardsley and Richard Watts as new directors for its wealth management and superannuation advisory business.
Wealth manager Glowacki Group to merge with Aspiriant
The Glowacki Group, a Los Angeles-based wealth manager, has agreed to merge with Aspiriant, a wealth management firm with more than $9bn of assets under management.