All articles by Verdict Staff
Verdict Staff
Swiss bank PKB names new asset management head in Italy
Swiss lender PKB has appointed Giovanni Castellino the new head of asset management in Italy, effective 1 January 2015.
Unigestion launches RDR share class to target UK retail clients
Swiss asset manager Unigestion has launched an RDR-compliant share class on a range of funds in an bid to woo retail and intermediary clients in the UK.
iCapital Network launches platform to provide peer group data to wealth managers
iCapital Network has launched a new online platform that provides private equity peer group data from Burgiss to independent RIA firms, family offices and other private wealth channel partners.
Gibraltar, Swiss financial regulators sign MoU to assist AIF managers
Gibraltar Financial Services Commission (FSC Gibraltar) has signed a memorandum of understanding (MoU) with the Swiss Financial Markets Supervisory Authority (FINMA) to support alternative investment fund (AIF) managers.
Only 5% RIA feel ‘advanced’ at marketing, business development, says Fidelity
Many registered investment advisor (RIA) firms recognize the need to improve when it comes to marketing and business development, however only 5% feel their firms are advanced in these areas, and seven in 10 do not have a plan in place to guide them toward better business results, a number that has gone unchanged since 2011, according to a study report published by Fidelity Institutional Wealth Services.
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Providence completes acquisition of Fund Corporation
Providence, a US-based financial services firm, has completed the acquisition of Guernsey-based Fund Corporation and renamed it as Lumiere Fund Services.
High-growth financial services firms using data and analytics to boost revenue: EY
High-growth financial services companies are using data and analytics to increase revenue generation, according to EY’s The science of winning in financial services.
BNY Mellon names new wealth director in Hong Kong
BNY Mellon Wealth Management has appointed Vivian Chan as new wealth director of business development in Hong Kong.
Bordier & Cie partners with Credit China to tap HNW clients
Swiss boutique private bank Bordier & Cie has partnered with Credit China Holdings, a peer-to-peer (P2P) lender in China, to attract HNW clients.
Swiss & Global Asset Management hires State Street for investment servicing solutions
Swiss & Global Asset Management has selected State Street to provide a range of investment servicing solutions for $70bn in assets.