All articles by Verdict Staff
Verdict Staff
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.
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.
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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.
Standish Mellon Asset Management names new CEO
Standish Mellon Asset Management, a US-based fixed income investment boutique of BNY Mellon, has appointed David Leduc as new CEO.
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.
Global gold demand plummets in Q2
Global gold demand fell by 12% during the second quarter of 2015 primarily due to a decline in demand from consumers in India and China, the World Gold Council said.