All articles by Verdict Staff
Verdict Staff
J.P. Morgan Private Bank launches the first Asia Family Enterprise Study
J.P. Morgan has launched the first Asia Family Enterprise Study, which reveals concerns shared by family enterprises and to take a comprehensive look at challenges and best practices about transferring ownership.
Rayner Spencer launches unveils new investment service for small advisory firms
Rayner Spencer Mills Research (RSMR), a research and ratings group, has rolled out a new service, called Rfolios, which offers advisers seven model portfolios comprising a range of active funds, all rated by the firm.
RBS to sell Luxembourg fund management unit amid restructuring
Royal Bank of Scotland is planning to sell its Luxembourg-based fund management arm as part of a restructuring plan to focus on the UK commercial and retail banking market.
Smith & Williamson appoints new associate director
Smith & Williamson has hired Lucy Mitchell as its new associate director for developing its discretionary proposition.
Focus Financial Partners adds Canadian firm to its network
Focus Financial Partners has added Canada-based Dorchester Wealth Management to its network.
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Monetary policy divergence driving global market volatility: Manulife
Monetary policy divergence is driving volatility in local asset values in markets around the world and investors should prepare for this volatility to continue, according to a report by Manulife Asset Management titled “Dealing with divergence: How investors can position themselves to navigate a fork in global monetary policy”.
SEI rolls out global framework for managing compliance across products & jurisdictions
SEI has introduced SEI Firm Compliance, a new global regulatory management framework that equips investment organizations to oversee and orchestrate compliance functions firm-wide, across investment products and regulatory jurisdictions.
Netwealth rolls out managed discretionary account
Financial services group Netwealth has launched managed discretionary account that will offer investors and advisors access to various multi-asset investment models.
Japan’s Orix eyes asset management acquisitions overseas, says CEO
Japan-based financial firm Orix is eyeing overseas acquisitions as part of its strategy to double its assets under management, said its CEO Makoto Inoue.
BlackRock debuts China A share ETF
iShares, the ETF business of BlackRock, has introduced its first ETF focused on the A shares in China dubbed iShares MSCI China A Ucits ETF.