All articles by Verdict Staff

Verdict Staff

Swiss private bank UBP expands fixed-income team

Swiss private bank Union Bancaire Privée (UBP) has named Stella Ma as new senior portfolio manager to its global and absolute return fixed-income team.

NY Pension Fund signs $2 billion strategic partnership with GSAM

The $180.7 billion New York State Common Retirement Fund (CRF) has entered into a $2 billion strategic partnership with Goldman Sachs Asset Management (GSAM) to invest in a in a diverse range of global equity strategies.

Center Street Wealth Management opens new office in Kingsport

Center Street Wealth Management Group has opened a new office in downtown Kingsport, Tennessee.

CBPE Capital selects eFront’s investor and fund-raising portal

CBPE Capital, a UK-based mid-market private equity firm, has selected eFront’s portal platform, Investment Cafe, to provide a secure online investor reporting portal.

RBC Wealth Management lures advisor from Merrill Lynch

RBC Wealth Management has lured a financial advisor Jesse Bengtson from Bank of America’s Merrill Lynch, where he managed $230 million in assets.

Client investment anxiety on decline, but risk aversion growing: Hartford Funds

New survey data from Hartford Funds reveals disparities between client anxiety and risk aversion as well as perceptions and realities regarding international equities.

US regulator weighing new rules for private trading platforms

The Financial Industry Regulatory Authority, self-funded Wall Street regulator, is weighing new rules for private trading venues, also known as dark pools.

Edward Jones selects BMO Global Asset Management as preferred fund family

Edward Jones, a full-service investment dealer, has selected BMO Global Asset Management as its preferred fund family in Canada.

PIMCO appoints head of European structured product group in London

PIMCO, a global investment management firm, has appointed Joshua Anderson, a managing director and portfolio manager, to lead the firm’s European Structured Product Group in London.

Hiscox launches private investment fund portfolio

Hiscox, the international specialist insurer, has announced their Private Investment Fund Portfolio which provides comprehensive protection for many types of asset management firms.