All articles by Verdict Staff
Verdict Staff
Saunderson House to roll out discretionary service
Advisory firm Saunderson House is set to roll out a discretionary service in order to boost its investment offering.
Retail investors globally expecting 12% return over the next year: Schroders study
Over half (54%) of retail investors globally feel more confident about investment/opportunities in the next 12 months than they did a year ago, according to the Schroders Global Investment Trends Survey 2015.
Allianz Global Investors names new EMEA head
Allianz Global Investors, a UK-based asset manager, has appointed Tobias Pross as its new Europe, Middle East and Africa (EMEA) head.
BMO Private Banking introduces a first-of-its-kind service for senior HNW investors
BMO Private Banking, a part of BMO Wealth Management, has launched a new all-in-one service catered to high-net worth individuals (those with investible assets of $1 million or more) who are entering their golden years, along with their families.
IDB Bank selects FolioDynamix wealth management technology platform
IDB Bank has selected the wealth management technology platform of FolioDynamix, a provider of wealth management technology and advisory services.
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UBS asked to pay $200,000 to investor for Puerto Rico fund losses
A Financial Industry Regulatory Authority (FINRA) arbitration panel has reportedly ordered Swiss banking giant UBS to pay $200,000 to an investor for losses incurred by its Puerto Rico closed-end bond funds.
Just Retirement hires State Street to mange multi-asset funds
Retirement income specialist Just Retirement has selected State Street Global Advisors (SSGA) to manage range of risk graded multi-asset funds for its Flexible Pension Plan customers.
Swedish fund manager launches new sustainable frontier fund
Tundra Fonder, an independent Swedish fund manager, has launched a frontier markets fund that focuses on sustainable investment.
FINRA induces stricter penalties against fraudulent conduct
The National Adjudicatory Council’s (NAC) of Wall Street’s self-policing body Financial Industry Regulatory Authority (FINRA) has unveiled new Sanctions Guidelines introducing stricter penalties against securities brokerages and individual brokers who commit fraud or violate suitability rules.
Digital wealth management entrants are here to stay: EY
Digital wealth management firms have introduced disruptive industry changes that are here to stay, and traditional players need to act quickly to determine how to stay competitive, according to a EY report.