All articles by Verdict Staff
Verdict Staff
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.
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).
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Pre-tax income up 5% at Stifels wealth unit in Q2
Stifel Financial’s Global Wealth Management (GWM) segment has posted income before income taxes of $93.9m for the second quarter of 2015, up 5.5% compared to $89.09m in the year ago quarter.
BlackRock names new head of iShares business in Nordics
American fund manager Blackrock has named Jan Bratteberg as the new head of the firm’s iShares business in the Nordics.
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.
Nomura to slash around 60 fixed income jobs in London
Japanese banking giant Nomura is reportedly planning to cut about 60 fixed income jobs from its global markets business in London.