All articles by Verdict Staff
Verdict Staff
Mirabaud Securities expands sales and research teams with new hires
Mirabaud Securities, a brokerage and corporate finance division of Swiss bank Mirabaud, has expanded its secondary brokerage business by hiring Patrick Mayhew as head of the equity sales team and Will Draper as head of equity research.
BMO Global Asset Management names new product management head for EMEA
BMO Global Asset Management has named David Sloper as head of product management for Europe, Middle-East and Africa (EMEA), replacing Martin Smith.
Credit Suisse names new head of greater China equity research
Credit Suisse has named Selina Sia as new head of greater china equity research for private banking & wealth management.
JPMorgan AM eyes expansion in Southeast Asia
JPMorgan Asset Management (JPMAM) is reportedly planning to expand its retail business in Southeast Asia, particularly in Malaysia, Indonesia and the Philippines.
BT Wealth Management snaps up Excelsia Investment Advisors
BT Wealth Management, an affiliate of Atlanta-based Bennett Thrasher, has acquired Savannah, Georgia-based Excelsia Investment Advisors for undisclosed sum.
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PwC expands leadership team in Channel Islands
PwC has expanded its leadership team with a number of promotions to meet ongoing growth opportunities in the Channel Islands.
Anaxis launches new emerging markets high yield bond fund
Frances Anaxis Asset Management has launched a new fixed-term emerging markets high yield bond fund.
Wealth management firm Kingsbury acquires Edwin C. Blitz Investments
Kingsbury Holdings, an Evanston, Illinois-based wealth management firm, has doubled its size by acquiring Edwin C. Blitz Investments, which serves Chicago’s north shore investment community.
Deutsche AWM poaches RBCs senior wealth management executive
Deutsche Asset & Wealth Management (Deutsche AWM) has hired RBC Wealth Managements international wealth planner Francesca Boschini.
Family Office Exchange expands to Australia and New Zealand
Family Office Exchange (FOX), a membership organization of enterprise families and their key advisors, has expanded its presence to Australia and New Zealand and named Melissa James as the market leader for the region.