All articles by Verdict Staff
Verdict Staff
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.
Italy takes off Bermuda from tax blacklist
Italy has removed Bermuda from a tax blacklist, after Italys minister of economy and finance minister Pier Carlo Padoan removed a provision in the countrys tax laws on jurisdictions.
Focus Financial Partners adds Canadian firm to its network
Focus Financial Partners has added Canada-based Dorchester Wealth Management to its network.
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.
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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.
Lombard Odier targets Asia growth with new hire
Swiss banker Lombard Odier has hired David Loo from Citi Private Bank as head of private clients for North Asia, a new role the firm has created.
Cantor Fitzgerald appoints new global head of portfolio solution business
Cantor Fitzgerald, a global financial services firm, has expanded its asset management business with the appointment of Michael Gardner as senior managing director and global head of portfolio solutions.