All articles by Verdict Staff
Verdict Staff
FolioDynamix offers portfolio allocation strategies through FDx Advisors
FolioDynamix, a provider of web-based technology for managing the full investment and wealth advisory lifecycle, has partnered with its RIA subsidiary FDx Advisors to launch its portfolio allocation strategies.
Former UK regulators launch new fund compliance service
Newgate Compliance, a firm launched by two former UK regulators Martin Herriot and Aron Brown, has unveiled a new integrated compliance service.
Many alternative investments managers remain unprepared for AIFMD: Alceda
With more or less one week to go before the deadline for authorisation, some 47 percent of alternative investment fund managers participating in a snapshot global survey have still not filed under the Alternative Investment Fund Management Directive (‘AIFMD’), one the most contentious and game changing regulatory requirements introduced to the fund industry by the EU.
Adler Financial Planning buys Chapel Court Wealth Planning
Adler Financial Planning, a Birmingham-based IFA, has purchased Leamington Spa-based Chapel Court Wealth Planning for an undisclosed sum.
Hargreave Hale opens new office in York
Hargreave Hale, a UK based stockbroking and investment management firm, has opened anew office in York.
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Ipes launches depositary offering in Guernsey
Private equity specialist Ipes has launched depositary offering in Guernsey, which will enable funds domiciled in the island to market their funds in Europe under the Alternative Investment Fund Managers Directive (AIFMD) regulations.
Towers Watson survey shows total global alternative assets under management hit $5.7 trillion
Total assets managed by the Top 100 alternative investment managers globally reached $3.3 trillion in 2013 ($3.1 trillion in 2012), according to research produced by Towers Watson and published in conjunction with the Financial Times.
Sanlam rebrands majority of its UK entities
Sanlam UK has rebranded many of its UK divisions under the Sanlam banner.
Avendus Wealth Management names new head of products
Avendus Wealth Management, a subsidiary of Avendus Capital, has named Arvind Bansal as new head of products.
AdviceFirst buys Goldridge Wealth Management
AdviceFirst has completed the purchase of the business assets of New Zealand-based Goldridge Wealth Management for an undisclosed sum.