All articles by Verdict Staff
Verdict Staff
LPL Financial adds Mutual Financial Group to institution services platform
LPL Financial has added Mutual Financial Group, the insurance and wealth management services subsidiary of Bank Mutual, to its institution services platform.
Swiss bank SYZ names new CEO for asset management arm
SYZ, a Swiss banking group, has appointed Katia Coudray as CEO of SYZ Asset Management, the firms institutional asset management arm.
Rathbones launches new income fund; reduces fees on multi-asset range
Rathbones is rolling out a new income fund and cutting down fees as part of a multi-asset range restructure.
Young females don’t think they can reach the top in financial services: PwC
A perceived lack of career progression is causing many females to leave their jobs in financial services or putting them off joining the sector in the first place, according to a new PwC report.
DBS aiming for 40% surge in private banking assets in next three years
Singapore’s DBS Group is aiming to surge its private banking assets by 40% to $100bn in less than three years by targeting millionaires in its home market and the Greater China region.
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Microgen acquires Finalysys for up to £0.3m
Microgen has announced the acquisition of Finalysys, a Jersey-based provider of wealth management software for the offshore finance industry.
Boston Private opens new wealth management office
Boston Private Financial Holdings has opened its new Boston Private Wealth headquarters at One Federal Street in Boston.
Bellpenny acquires two more IFAs
Consolidator Bellpenny has completed two more IFA acquisitions with the purchase of Surrey-based TJ Financial Services (TJFS) and TOR Financial Advisers, based in Devon.
Lightyear Capital acquires majority stake in Wealth Enhancement Group
Private equity firm Lightyear Capital has completed acquisition of a majority equity stake in Wealth Enhancement Group, an independent wealth management firm based in Greater Minneapolis.
UK global leader for sovereign wealth fund investment: TheCityUK
Sovereign wealth funds (SWFs) have increased their presence in the UK, making it the global leader for direct SWF investments as well as the leading western centre for the management of SWFs, according to TheCityUKs Sovereign Wealth Funds 2015 report.