All articles by Verdict Staff
Verdict Staff
Sliced Investing unveils new alternative investments platform for RIAs
Sliced Investing, an investment platform that provides investors access to hedge funds and private equity, has unveiled a new platform that offers registered investment advisors access to a suite of alternative investments.
Old Mutual Wealth sets up new investment division, restructures management
Old Mutual Wealth has established a new investment division, which will be headed by Quilter Cheviot CEO Martin Baines.
Bronfman E.L. Rothschild snaps up Highline Wealth
Bronfman E.L. Rothschild has purchased Highline Wealth Management for an undisclosed sum. The combined firm will manage $3.6bn in assets.
Ziegler Wealth Management selects FolioDynamix for turnkey asset management platform
Ziegler Wealth Management has selected FolioDynamixs turnkey asset management platform and advisory services.
Barings looking to establish JV in China-report
Baring Asset Management (Barings) is reportedly weighing various options to expand its presence in China, including a joint venture or a wholly-owned office.
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Sanlam acquires financial planning firm FA Watts Investment
Sanlam Wealth Planning has acquired the client bank of FA Watts Investment Managers, a Hampshire based financial planning firm, for an undisclosed sum.
Financial services professionals embrace compliance as core function of business: CCS Survey
Financial services professionals including asset managers, broker-dealers, and other firms are implementing compliance as a core function of their business, according to a survey conducted by Cipperman Compliance Services (CCS).
SEI retains Fiera Capitals subsidiary as sub-advisor to US collective investment trust
SEI has retained Fiera Capitals US registered investment advisor subsidiary as a sub-advisor for the newly created international equity collective investment trust (CIT) implemented via the SEI Trust Company.
Telstra Super selects JP Morgan for custody services
Telstra Super has selected JP Morgan Investor Services as its new master custodian and provider of investment reporting services, effective first half of 2016.
Old Mutual Global Investors opens office in Scotland
Old Mutual Global Investors (OMGI), a London-based investment firm, has expanded its footprint by opening its first office in Edinburgh, Scotland.