All articles by Verdict Staff
Verdict Staff
Merrill Lynch launches new sustainable impact multi-asset class portfolios
Merrill Lynch has added sustainable impact multi-asset class portfolios to its expanding platform of impact portfolios to serve clients interested in using their investment capital for positive social and environmental purposes.
Cathay receives regulatory nod for Conning acquisition
Cathay Financial Holdings (Cathay) has secured approval from Taiwans Financial Supervisory Commission (FSC) to buy Conning Holdings, a US-based insurance asset management firm for $240m.
BMO Financial rebrands EMEA asset management business
BMO Financial Group has unveiled plans to rebrand its asset management business in Europe, the Middle-East and Africa (EMEA) as BMO Global Asset Management, effective 6 July 2015.
BMO Wealth Management introduces Canada’s first national wealth index
BMO Wealth Management has launched a first-of-its-kind national wealth index, which provides a snapshot of Canadians’ financial situations and measures their ability to manage their wealth.
Intesa Sanpaolo not interested in buying Julius Baer, says CEO
Intesa Sanpaolo is not interested in acquiring Swiss private banking group Julius Baer, said the Italian lenders CEO Carlo Messina.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Pioneer Investments introduces new emerging markets bond fund
Pioneer Investments has rolled out an emerging markets bond short-term strategy to protect investors against rising interest rates more effectively.
Morgan Stanley rules out acquisition of UBS brokerage arm
Morgan Stanley has dropped the idea of buying UBS Group’s brokerage arm, concluding that the wealth management arm would be too costly.
Former Brewin Dolphin and Barclays Wealth executives launch new wealth firm
Brewin Dolphins three former directors and Barclays Wealths former head of strategy and prposition have opened a new investment boutique, dubbed Brighton Capital Management.
Caribbean UHNW population grows as demand for luxury homes rises: report
The Caribbean ultra high net worth (UHNW) population increased by 2.1% last year on the strength of a resurgent regional economy and attractive luxury real estate property markets, which saw sales rising by over 11% globally, according to a new report.
Thesis AM rolls out UK equity-only model
Thesis Asset Management has launched a UK equity- only model portfolio on the Fusion Wealth Platform.