All articles by Verdict Staff
Verdict Staff
RIA Match, AmplifyRIA partner to create financial adviser deal-making service
AmplifyRIA, a Boston-based independent consulting firm, has joined forces with adviser matching service RIA Match to launch new financial adviser deal-making service, called RIA Match Concierge Consulting (RMCC).
eMoney advisor completes new emX Select integration
eMoney Advisor (eMoney), a provider of advanced wealth-planning solutions for financial advisors, has completed another technology integration available in the emX Select dashboard within eMoney’s completely reengineered tool, emX.
Bel Air Investment Advisors boosts presence in Bay Area
Bel Air Investment Advisors, a Los Angeles-based wealth management advisory firm, has opened its second office in San Francisco, California.
Credit Suisse debuts digital private banking platform in Singapore
Swiss private bank Credit Suisse has launched its maiden global digital private banking platform in Singapore catering to clients in Asia Pacific.
Matthews Asia hires head of US intermediary distribution
Matthews Asia, a dedicated Asia-only investment specialist in the US, has hired Derek Chow as its new head of US intermediary distribution.
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Sotheby’s names Madison Square Garden chief as its new CEO
Auction house Sotheby’s has named Madison Square Garden chief executive Tad Smith as its new CEO and president.
Vontobel AM bolsters presence in Australia and New Zealand
Switzerlands Vontobel Asset Management (Vontobel AM) has hired Bobby Bostic as senior relationship manager for Australia and New Zealand.
Investors migrating out of US equities amid expectations of Fed rate hike: BofA Merrill Lynch
Global investors have significantly pared back US equity allocations as belief grows that the US Federal Reserve will raise rates in the second quarter, according to the BofA Merrill Lynch Fund Manager Survey for March.
Chinese wealth manger Noah hires ex-McKinsey partner as group president
Noah Holdings, a Chinese wealth and asset management service provider focusing on global wealth investment and asset allocation services for high net worth individuals and enterprises in China, has appointed Kenny Lam as group president, effective immediately.
J. Safra Sarasin 2014 net profit up 14%; considering further acquisitions
Swiss private bank J. Safra Sarasin has registered a net profit of CHF205m for the year ended 31 December 2014, up 14% as against a year ago.