All articles by Verdict Staff
Verdict Staff
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).
Bronfman E.L. Rothschild acquires Lake Country Wealth Management
Bronfman E.L. Rothschild has acquired Lake Country Wealth Management (LCWM), which provides fully integrated fee-for-service financial planning advice, insurance solutions, and advises on assets totaling over $120m.
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.
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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.
Investor sentiment a mixed bag amidst flurry of macroeconomic signals: E*TRADE Financial
While divided over market direction, experienced investors have a more unified view on where to find opportunities this quarter, according to E*TRADE Financial’s quarterly tracking study of experienced investors.
Praxis, IFM merger gets regulatory nod
The merger of Guernsey-based Praxis Group and Jersey-based IFM Group has secured the go-ahead from regulators, which will lead to the creation of an independent and owner-managed financial services group named Praxis IFM based in the Channel Islands.