All articles by Verdict Staff
Verdict Staff
Raymond James appoints three complex managers
Raymond James & Associates Private Client Group, Raymond James Financial’s employee broker-dealer arm, has appointed three complex managers- Judson Potter, Gary Sievewright and Christopher Leavy.
JPMorgan impact investor survey reveals high levels of satisfaction
146 impact investors, including fund managers, banks, development finance institutions, foundations, and pension funds have committed $10.6bn to impact investments in 2014, with plans to commit 16% more in 2015, according to GIIN and J.P. Morgan annual impact investor survey.
Sage Private Wealth Group hires new financial adviser for Chicago suburban office
Sage Private Wealth Group, an independent firm affiliated with Raymond James Financial Services, has appointed Roy Cook Jr. in the role of a financial adviser for its Chicago suburban office in Wheaton, Illinois.
SEI launches institutional catholic values fund
SEI has launched two institutional funds created to align with the investment directives set forth by the United States Conference of Catholic Bishops (USCCB).
D.A. Davidson poaches four financial advisors from Merrill Lynch
D.A. Davidson, an employee-owned full-service investment firm, has hired a team of four financial advisers from Bank of America’s Merrill Lynch arm for its Portland and Salem offices.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Barclays to launch new £100m fast-growth technology fund
Barclays is launching a new £100m fund in UK to help fast growing technology businesses accelerate to the next level.
Legg Mason Q4 operating income up 8%
Legg Mason, a US-based investment management firm, has registered an operating income of $128.9m for the fourth quarter of fiscal year 2015, up 8.04% compared to $119.3m a year ago.
Kelso & Company, Estancia Capital Management complete acquisition of American Beacon Advisors
Investment funds affiliated with private equity firms Kelso & Company and Estancia Capital Management have completed the acquisition of American Beacon Advisors, a provider of investment advisory services to institutional and retail markets.
Clarion Financial Planners plans to move its HQ-report
Clarion Financial Planners is weighing expansion of its Cheshire office and move its headquarter n the next 12 months.
UBS sees Asia-Pacific as primary growth driver
The wealth management arm of Swiss banking giant UBS has turned China into its biggest client base in terms of investments in both domestic and offshore markets, reported the Hong Kong Economic Journal citing CEO Juerg Zeltner.