All articles by Verdict Staff
Verdict Staff
Jefferies hires new wealth management team
Jefferies has announced the strategic hire of a senior financial advisory team led by Adam Shafiroff, Laurence Shafiroff and Morgan McLanahan.
ASIC to monitor financial advisers to identify risky behaviour
The Australian Securities and Investments Commission (ASIC) is set to monitor the countrys six largest financial advisers, and operators of managed investment schemes as part of its 2014-15 surveillance program, to identify risky and unethical behaviour.
REITs IPO brand continues to grow in the global real estate market, says EY
Following the record IPO levels of 2013, real estate investment trust (REIT) IPO volumes remain strong in 2014, according to the EY’s Global Perspectives: 2014 REIT report.
U.S. Bank and U.S. Bancorp Investments launch new approach to retirement planning
U.S. Bank and U.S. Bancorp Investments have launched RealSteps>Retirement, a comprehensive and disciplined retirement planning process that takes a holistic approach to planning for retirement.
van Eyks administrator recommends liquidation of research house
van Eyk Researchs administrator has recommended to wind up the research house as talks for the sale of its business assets are ongoing.
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Lombard Odier eyes expansion beyond Swiss borders: report
Swiss private bank Lombard Odier is reportedly planning to expand presence in new growth markets of South East Asia, China, Middle East, India, Latin America and Central Asia, which have registered sizeable rise in private wealth over the past decade.
BNY Mellon reports 11% rise in Q3 income
The Bank of New York Mellon (BNY Mellon) has reported third quarter net income applicable to common shareholders of $1.07bn, or $0.93 per diluted common share, an increase of nearly 11% compared with $962m, or $0.82 per diluted common share a year ago.
ETF provider Source hires new head for multi-asset research team
Source, an investment firm and a provider of exchange-traded products in Europe, has hired Paul Jackson as new managing director and head of newly created multi-asset research department.
GAM Holdings AuM rises by 3% in Q3
GAM Holding, a Switzerland-based wealth management and investment firm, has reported that assets under management (AuM) in investment management unit reached CHF75.6bn as at 30 September 2014, an increase of 3% from 30 June 2014 and 8% from year-end 2013.
Causeway Capital Management launches Causeway International Small Cap Fund
Causeway Capital Management has launched Causeway International Small Cap Fund.