All articles by Verdict Staff
Verdict Staff
Sanlam Private Wealth unveils retirement income service
Sanlam Private Wealth, the wealth management arm of South African insurer Sanlam Group in the UK, has launched a retirement income service, which allows a portfolio to be unbundled between as many tax wrappers as needed.
Markit unveils new RFA service for asset managers
Markit, a provider of financial information services, has unveiled a new request for amendment (RFA) service for asset managers.
Thomas Miller partners SuMi Trust, Tregunter to launch UCITS funds
Thomas Miller Investment has partnered with SuMI TRUST Global Asset Services and Ireland based Tregunter Management to launch three new UCITS compliant funds on the GlobalReach New Vision Strategies Fund.
AXA Wealth adds AllianceBernstein’s funds to its wrap platform
UK-based AXA Wealth has added 11 AllianceBernstein funds to its wrap platform following the pension reforms of 2015.
SEB deploys Axiomas risk management platform
Skandinaviska Enskilda Banken (SEB) has implemented Axiomas multi-asset class risk-management platform Axioma Risk.
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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.
Macquarie executives launch new wealth advisory firm
A team of four senior executives have quit Macquarie Private Wealth (MPW) to start their own boutique wealth advisory firm, which backed by Bennelong Wealth Partners (BWP).
Switzerland signs tax information sharing accord with Belize
Switzerland and Belize have signed an agreement for automatic exchange of tax information in London on 10 August 2015.
Manulife AM hires Fidelitys Asia head of retail
Manulife has reportedly hired Bruno Lee as Asia head of partnership, product and platform development for wealth and asset management team.
Fiducian to buy Sydney-based financial planning firm
Australian financial services firm Fiducian Group has agreed to acquire another Sydney-based financial planning practice with $85m in funds under advice for a consideration of $2.4m in cash and some shares.