All articles by Verdict Staff
Verdict Staff
Morningstar appoints CIO and portfolio management head for EMEA
Morningstar Investment Management has named Dan Kemp as its new chief investment officer (CIO) for EMEA region and Robin Johnson as head of portfolio management, EMEA.
Waverton Investment Management bolsters managed funds team
Waverton Investment Management has named William Tong as new business development manager for its managed funds service team.
Succession snaps up DNG Financial for £2.9m
Adviser consolidator Succession has acquired Northamptonshire-based DNG Financial Solutions for £2.9m.
Brokers rank regulation, capital efficiency, pricing as top concerns for 2015: TABB
Futures Commission Merchants (FCMs) have been challenged during the past year by capital constraints and declining margins, creating serious concerns about the future viability of their business models, according to Annual TABB FCM study.
Withers opens tax practice in Japan
British law firm Withers has strengthened its footprint in Asia by launching tax practice in Tokyo, Japan.
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SYZ Asset Management rolls out seven funds on Novia platform
SYZ Asset Management has launched seven new OYSTER funds on UKs Novia platform, which is mainly used by wealth managers and IFAs.
Woodford Investment Management pumps £21m into AJ Bell
Woodford Investment Management has invested £21m in AJ Bell, a self-invested pension and platform services provider.
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.
AFA joins forces with Sunsuper
The Association of Financial Advisers (AFA) has struck a partnership with Australian superannuation fund Sunsuper.