All articles by Verdict Staff
Verdict Staff
Custom House Fund Services opens new office in London
Custom House Fund Services, a provider of financial services to the alternative investment sector, has opened a new office in London.
Brewin Dolphin to rebrand managed funds service; expand suite of portfolios
Brewin Dolphin is rebranding its managed funds service (MFS) as managed portfolio service, in a bid to bring it in line with the rest of the DFM industry.
First Foundation opens two new offices in California
First Foundation, a financial services firm providing investment management, wealth planning, trust and banking services to HNWIs and businesses, has expanded its footprint in California by opening two new regional offices in Los Angeles and Oakland.
DeAWM looking to expand wealth management business in Asia-report
Deutsche Asset & Wealth Management (DeAWM) is reportedly planning to expand its wealth and asset management business in Asia by targeting high-net-worth (HNW) segment and expanding retail bank distribution in the region.
Morningstar to launch ESG scores for global mutual funds and ETFs
Morningstar, a US-based investment research provider, has unveiled plans to launch first environmental, social, and governance (ESG) scores for global mutual and exchange-traded funds later in 2015.
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Olivetree Securities selects IRESS for order management services
Broking agency Olivetree Securities has selected IRESS, a provider of software services for financial markets, as its Australian partner to provide order management services.
Swiss private bank Reyl & Cie opens first office in US
Reyl Overseas, a subsidiary of Reyl & Cie bank, has opened its first branch in Santa Barbara (Los Angeles) in the US.
Family office AlphaCore Capital appoints new senior wealth manager
AlphaCore Capital, a wealth management and family office firm in the US, has hired Dirk Harris as a senior wealth manager to meet the increasing demand for alternative investments.
Scotiabank’s wealth advisory unit fined for selling exempt funds to ineligible investors
Canadas brokerage industry regulator has fined Scotia Capital, the wealth advisory unit of Scotiabank, $500,000 for selling exempt funds to 1710 hundreds of clients who may not have been eligible to purchase the investment.
Markit to buy CoreOne Technologies for $200m
Markit, a provider of financial information services, has agreed to purchase CoreOne Technologies, a provider of regulatory reporting and prime brokerage services to financial institutions, for $200m.