All articles by Verdict Staff

Verdict Staff

CSQ forms strategic partnership with Strategic Capital Alternatives

Circle Squared Alternative Investments (CSQ), a provider of outsourced chief investment officer (OCIO) services, has entered into a partnership with Strategic Capital Alternatives (SCA), a $1.5bn money management and investment consulting firm.

FINRA fines 10 firms $43.5m for allowing research analyst violations

The Financial Industry Regulatory Authority (FINRA) has fined 10 firms a total of $43.5m for allowing their equity research analysts to solicit investment banking business and for offering favourable research coverage about the 2010 planned initial public offering of Toys”R”Us.

Eurizon Capital applies for asset management license in Hong Kong: report

Eurizon Capital SGR, Italy-based asset management arm of the Intesa Sanpaolo Group, is reportedly planning to expand its presence in Hong Kong by applying for an asset management license.

Salamanca Group expands its Trust & Fiduciary team

Salamanca Group, a London-based merchant banking and operational risk management firm, has named Kati Watson as new senior trust manager and team head for its Trust & Fiduciary office in Geneva.

Morgan Stanley’s Asia wealth unit receives banking license in Hong Kong

Morgan Stanley’s Asia wealth unit has received a restricted banking license from the Hong Kong Monetary Authority under the Banking Ordinance.

London’s veteran law firms to join forces

Private client specialists Hunters and May, May & Merrimans (MMM), founded in 1715 and 1786 respectively, have decided to merge on 1 April 2015.

Davy Private Clients bolsters business advisory board

J&E Davy’s wealth management unit Davy Private Clients has appointed Andrew Fisher to its business advisory board.

Notenstein Private Bank names new private banking head for Switzerland

Notenstein Private Bank, a subsidiary of Raiffeisen Switzerland, has hired Martin Liebi as new head of private banking Switzerland and as a member of the executive board, effective 1 May 2015.

Rise in asset class sentiment ahead of new year: Lloyds

The start of December has seen a marked improvement in overall asset class performance ahead of the New Year, according to the monthly Lloyds Bank Private Banking Investor Sentiment Index.

Aberdeen Asset Management sets up shop in Indonesia

Aberdeen Asset Management Asia has set up a fully licensed business in Indonesia as onshore fund manager.