All articles by Verdict Staff
Verdict Staff
Mattioli Woods buys 49% stake in Amati Global Investors
British wealth manager Mattioli Woods has acquired a 49% stake in fund manager Amati Global Investors in a £3.3m deal.
Canaccord Genuity Wealth Management appoints new CIO
Canaccord Genuity Wealth Management (CGWM), a division of Canaccord Genuity Group, has hired Michel Perera as the new chief investment officer, replacing Nigel Cuming, who will be retiring from the role in May 2017.
Lyxor partners with Sandler to launch new equity fund
Frances Lyxor Asset Management has joined forces with US-based Sandler Capital Management to introduce a new long/short equity strategy.
Ignition Wealth to establish new XPLAN consultancy division
Australian digital financial advice provider Ignition Wealth has collaborated with integrated financial planning software service provider XPLAN’s customisation specialists PlanFocus to form a new division that will help advisers in preparing for robo-scale.
Family Office Exchange names market leader for Europe and Latin America
Family Office Exchange (FOX), a peer-to-peer network for ultra-wealthy families, has appointed Miguel Lopez de Silanes Gomez as the market leader for Europe and Latin America.
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Brewin Dolphin rolls out passive portfolio range for IFAs
British wealth manager Brewin Dolphin has expanded its managed portfolio service (MPS) offering by launching a new passive portfolio range for IFAs.
Five UK DFMs form alliance to educate advisers on outsourcing
Britains five discretionary fund managers (DFMs) have teamed up to create an alliance to help financial advisers enhance client outcomes through education and collaboration.
BNP Paribas wealth arm pre-tax income drops 5% in Q4
BNP Paribas’ wealth & asset management unit has posted pre-tax income of 176m for the fourth quarter of 2016, a 4.8% decrease compared to 185m in the corresponding quarter of 2015.
KKR to merge hedge fund business with PAAMCO
Investment firm KKR has agreed to merge its hedge fund unit KKR Prisma with Pacific Alternative Asset Management (PAAMCO) to create a new liquid alternatives investment firm.
Fiserv partners with Marstone to launch digital investment advice solutions
Financial services technology provider Fiserv has partnered with advisory firm Marstone to deliver new digital investment advice solutions to its wealth management network.