All articles by Verdict Staff
Verdict Staff
Tilney Bestinvest acquires IFA Webb Holton & Associates
Tilney Bestinvest, a UK-based investment and financial planning group, has expanded its presence in the Midlands by acquiring Birmingham-based IFA Webb Holton & Associates for an undisclosed sum.
UBS nabs $870m advisory team from Merrill Lynch
UBS Wealth Management Americas has lured a team of four financial advisers from Bank of America’s Merrill Lynch unit.
Blackrock to buy FutureAdvisor
American fund manager BlackRock has agreed to acquire FutureAdvisor, a San Francisco-based financial advisory service.
Valartis Group operating income up 48% in H1
Swiss banking group Valartis has reported an operating income of CHF32.4m for the first half of 2015, up 48% from CHF21.9m a year ago.
Salesforce launches new solution to improve client-advisor relationship
Cloud computing company Salesforce has introduced a platform called, Salesforce Financial Services Cloud, to improve the client-advisor relationship for the digital age.
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Royal London Asset Management hires new institutional business head
Royal London Asset Management (RLAM) has hired John Burke as new head of institutional business effective from September 2015.
Wellian partners with FiveWays to launch bespoke portfolios range
Wellian Investment Solutions, the multi-manager discretionary fund management business of Harwood Capital, has formed a strategic partnership with FiveWays Financial Planning to launch a bespoke managed portfolios range.
Nomura names new EMEA head of marketing and client relations
Nomura Asset Management UK (NAM) has named Andreas Koerner as new head of marketing and client relations for Europe, the Middle East and Africa (EMEA).
FolioDynamix, INFOVISA to develop turnkey interface for bank and trust firms
FolioDynamix, a provider of wealth management technology and advisory services, has partnered with INFOVISA, a provider of data processing systems for bank trust departments and independent trust companies, to break down technology silos in bank and trust wealth management.
RBC wealth arm reports flat net income for Q3
The wealth management business of Royal Bank of Canada (RBC) has posted a net income of C$285m for the third quarter ended 31 July 2015, virtually flat with the same quarter in 2014.