All articles by Verdict Staff
Verdict Staff
Curtis Banks acquires Sipp business of Pointon York
UK-based Sipp provider Curtis Banks has acquired Pointon York’s entire Sipp business for an undisclosed sum.
Beacon Trust acquires wealth management business of Suffolk Bancorp
Beacon Trust Company, a US-based wealth management firm, has acquired the wealth management business of Suffolk Bancorp, a parent company of Suffolk County National Bank.
Investec Asset Management receives RQFII license in China
Investec Asset Management has received a RMB Qualified Foreign Institutional Investors (RQFII) license from the China Securities Regulatory Commission (CSRC) to invest directly into Chinas mainland markets.
Lebenthal Wealth Advisors opens new North Dakota office
Lebenthal Wealth Advisors, a private division of Lebenthal Holdings, has opened a new office in Williston, North Dakota.
River & Mercantile to launch new micro-cap UK equity trust
River & Mercantile Asset Management is set to launch a micro-cap investment equity trust for manager Philip Rodrigs.
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Liquidity and risk management still a focus for cash investors: J.P. Morgan
Liquidity and risk management still a focus for cash investors, according to J.P. Morgan Asset Managements Global Liquidity Investment PeerView 2014 survey.
Mackie Research agrees to buy Jennings Capital
Mackie Research Financial, the parent company of IIROC investment dealer Mackie Research Capital Corporation, has agreed to acquire Jennings Capital pursuant to the terms of a definitive agreement.
Singapore toughens AML and terrorism financing laws for accountants
Professional accountants in Singapore will now need to comply with a new set of laws for anti-money laundering (AML) and countering the financing of terrorism (CFT).
Neuberger Berman signs cooperation agreement with Samsung Asset Management
US-based Neuberger Berman Group has entered into a cooperation agreement with Samsung Securities and its Korea-based affiliate Samsung Asset Management to expand investment offerings in the Republic of Korea.
Brooks Macdonald names new senior investment manager for Guernsey office
British wealth manager Brooks Macdonald International (BMI) has named David Smith as new senior investment manager for its Guernsey office.