All articles by Verdict Staff
Verdict Staff
Aviva Investors hires new senior economist and strategist
Aviva Investors has named Michael Grady as new senior economist and strategist for Aviva Investors Multi-Strategy funds.
Prudential Investment Management to be renamed as PGIM
Prudential Investment Management, the $947bn investment management arm of Prudential Financial, has unveiled plans to change its name to PGIM on 4 January 2016 in a move to expand its businesses across the world.
Broadridge Financial buys QED Financial Systems
Broadridge Financial Solutions has purchased QED Financial Systems, a privately-held investment accounting solutions provider.
Julius Baer gross margin shrinks
Swiss wealth manager Julius Baer has said that its gross margin for the first ten months of 2015 was 95 basis points (bps), below the 99 bps recorded in the first half of 2015.
UBS Wealth expands emerging markets team in London
UBS Wealth Management has named Lucas Wilson as vice chairman of its global emerging markets team in London.
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Stifel Financial to acquire advisory firm Eaton Partners
US-based investment bank Stifel Financial has agreed to purchase Eaton Partners, an independent, partner-owned global fund placement and advisory firm.
NBT Bank’s wealth management division selects Fiserv to streamline sales engagement
The wealth management division of New York-based NBT Bank has selected Fiserv’s tablet-based sales solution, Sales Enablement, to streamline and personalize sales engagements.
REYL & Cie hires new risk management head
Swiss wealth and asset manager REYL & Cie has named Florence Anglès as new head of risk management.
Abu Dhabi Investment Authority to shut down London office
Sovereign wealth Fund Abu Dhabi Investment Authority (ADIA) has unveiled plans to close its office in London.
Hokanson Associates signs agreement to merge with Aspiriant
Hokanson Associates, a San Diego-based wealth management firm, has signed an agreement to merge with wealth manger Aspiriant by year-end 2015.