All articles by Verdict Staff
Verdict Staff
Quilter Cheviot to offer manager portfolio service via Zurichs retail platform
British wealth manager Quilter Cheviot will provide advisors access to its managed portfolio service through Zurich’s intermediary platform.
Envestnet to acquire Yodlee for $590m
Envestnet, a provider of unified wealth management technology and services to financial advisors, has agreed to acquire Yodlee, a cloud-based data analytics company, for nearly $590m.
GAM Holding underlying net profit down 13%
Swiss money manager GAM Holding has registered underlying net profit of CHF81.2m for the first half of 2015, a fall of 13% from the first half of 2014.
Mirabaud Asset Management names new sales director
Mirabaud Asset Management has hired former Sanlam FOUR executive James Southern as new sales director, effective September 2015.
Deutsche AWM names head of wealth management capital markets in Americas
Deutsche Asset & Wealth Management (Deutsche AWM) has hired Nicholas Angilletta as managing director and head of wealth management capital markets in the Americas.
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Barings unveils new multi asset income fund to target retirement market
Baring Asset Management (Barings) has unveiled a new Baring Multi Asset Income Fund aimed at investors who are seeking for a retirement income solution that combines sustainable income generation across multiple sources of income, along with rigorous risk management.
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.
Nigeria to bring new rules to curb tax evasion
Nigerias Federal Inland Revenue Service (FIRS) has decided to deny individuals and companies access to banking facility if they fail to register with the tax authority, in a bid to curb rising cases of tax evasion.
Washington Trust completes Halsey Associates acquisition
Washington Trust Bancorp, the parent of The Washington Trust Company, has completed its acquisition of Halsey Associates, a New Haven, Connecticut-based registered investment adviser.
Pramerica to acquire Deutsche Banks asset management business in India
Mutual fund house Pramerica, jointly owned by Dewan Housing Finance Corporation and US-based Prudential Financial, has agreed to acquire Deutsche Banks asset management business in India.