All articles by Verdict Staff
Verdict Staff
Walker Crips records 28% rise in discretionary and advisory AuM
Walker Crips Group (WCG), an integrated financial services group with activities covering wealth management and investment services, has registered a 28% rise in its discretionary and advisory assets under management (AuM) at 30 June 2014 to £1.37 billion, compared with £1.07 million a year ago.
Morgan Stanley Wealth Management awarded patent for research/scoring tool
Morgan Stanley Wealth Management has received a patent from the United States Patent and Trademark Office for a manager research screening and scoring tool developed by the Firm’s Consulting Group Investment Advisor Research team.
UK anti-fraud agency to launch criminal investigation into forex trading
The UKs Serious Fraud Office (SFO) is set to commence its first criminal investigation into alleged rigging of the foreign-exchange market.
Tullett Prebon names new CEO
Tullett Prebon has named John Phizackerley as new executive director and CEO of the company, with effect from 1 September 2014.
Risk-AI launches a new hedge fund analysis and research app for iPad
Risk-AI has unveiled a new Risk-AI Fusion, a premier hedge fund analysis and research app for iPad.
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HSBC Global Asset Management forays into Romanian market
HSBC Global Asset Management has entered into Romanian market where it will offer services such as investment portfolio management and investment advice.
Credit Suisse names new EAM head for Southeast Asia
Credit Suisse Group has named David Poh as new director and team head for external asset managers (EAM), Southeast Asia, for private banking and wealth management in the Asia Pacific.
First American Trust expands wealth management team
First American Trust, a US-based provider of investment management, trust and wealth planning services to HNW individuals, has named Mark Monaco as new vice president, wealth management.
Gilliat Financial Solutions signs co-operation agreement with Mariana Capital Markets
Arbuthnot Lathams structured products business, Gilliat Financial Solutions (GFS) has signed a strategic co-operation agreement with Mariana Capital Markets.
Charles Stanley to cull equity dealers in London: report
Charles Stanley, a UK-based wealth manager and stockbroking firm, is reportedly planning to slash a fifth of its equity dealers in London.