All articles by Verdict Staff
Verdict Staff
Veritas Wealth Management opens PlanMember Financial Center in Anchorage
Chad Hufford of Veritas Wealth Management, Anchorage, has announced his affiliation with PlanMember Securities Corporation as a PlanMember Financial Center, expanding retirement investment planning and financial education opportunities for educators and employees of nonprofits in the state of Alaska.
Sesame Bankhall Group to shut down investment adviser network
Sesame Bankhall Group (SBG) is set to scrap its network for investment and pension advisers as part of a strategic overhaul of the business.
Columbia Threadneedle appoints country head for Germany
Columbia Threadneedle Investments, which has been recently rebranded, has appointed Florian Uleer as its new country head for Germany, effective July.
WMA seeks opening up of retail bond market access for wealth managers
The Wealth Management Association (WMA), a UK-based trade association of the investment industry, is seeking a revamp of the retail bond market to make it more accessible to wealth managers and their customers, reported Investment Week.
Mirabaud records net income of CHF32.2m in 2014
Mirabaud, a Swiss wealth and asset management group, has reported consolidated net income of CHF32.2m for the year ended 31 December 2014. This is the first time the Group has published full-year results.
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UBS names new EMEA asset management head
UBS has appointed Oliver Bilal as its new head of asset management for Europe, Middle East and Africa (EMEA).
Avaloq, DBS, Leonteq and Numerix partner to create platform for structured products
Avaloq, DBS, Leonteq and Numerix have signed a letter of intent to deploy an integrated multi-issuer investment products distribution system (IPDS). Through the collaboration Avaloq will connect the IPDS to the Avaloq Banking Suite, with DBS as the pilot bank.
Investec Wealth names new head of digital in the UK
Investec Wealth & Investment has appointed Jane Warren as head of digital in the UK to oversee the launch of a new online wealth advice service later this year.
KPMG, Microsoft collaborate for analytics, cloud offerings
KPMG has struck a strategic global collaboration with Microsoft to jointly provide new suites of innovative solutions and services in data and analytics, cloud compliance and transformation, and business solutions.
Emerging wealthy are raising investment knowledge threshold: SEI study
HNW investors are raising the investment knowledge threshold and want their wealth managers to provide them with more guidance and information to help in making informed investment decisions, according to a global study by SEI, Scorpio Partnership, and NPG Wealth Management.