All articles by Verdict Staff
Verdict Staff
Growth continues, but skies are not alll blue for wealth managers: BCG
Global private wealth rose at a healthy pace in 2014, just under that of the previous year, but wealth managers must raise their games on numerous fronts and decide where to invest in their own businesses if they hope to ensure profitability through 2020, according to a new report by The Boston Consulting Group (BCG), Global Wealth 2015: Winning the Growth Game.
PIMCO rolls out six new equity funds with Research Affiliates
Investment management firm PIMCO together with Research Affiliates has launched six equity funds which are designed to outperform market benchmarks through a fundamental index-based approach that incorporates active insights.
AXA Investment bolsters core emerging markets portfolio management team
AXA Investment Managers has named Ian Smith and Paul Birchenough as the new co-managers of the AXA Framlington Emerging Markets fund.
BlackRock names chief macro-strategist for its multi-asset funds
BlackRock has hired Rupert Harrison as the new chief macro-strategist to help develop its retirement proposition.
Advisers see self-select as biggest threat to their businesses: Intelliflo
Self-select websites and direct investment platforms are regarded as the biggest threats to financial advisers, according to a poll carried out at the Intelliflo Change the Game conference.
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UBS hires new global head of art collection
UBS has named Mary Rozell, an international art collection specialist, art historian, and lawyer, as the new global head of UBS Art Collection.
Private investor Octagonal to acquire UK-based family office
Investment Company Octagonal has entered into conditional agreements to acquire Global Investment Strategy (GIS), a family office asset manager managed by dealmaker John Gunn.
CRS View launches tool to automate compliance with FATCA and CRS for trust companies
CRS View has launched TrustVantage, a comprehensive software solution that automates trust company and fiduciary compliance with FATCA and OECD Common Reporting Standards (CRS).
Barclays names new corporate investments distribution head in Jersey
Barclays has recruited Simon Smith as its new head of corporate investments distribution in Jersey.
Aura Group buys majority stake in Accountable Financial Group
Aura Group, a multinational investment manager and corporate advisory firm with offices in Sydney and Singapore, has bought a majority stake in Accountable Financial Group (AFG), a Sydney-based self-licensed financial advice firm.