All articles by Verdict Staff
Verdict Staff
Baird completes acquisition of McAdams Wright Ragen
US-based Baird has completed its acquisition of McAdams Wright Ragen (MWR), a Seattle-based wealth management firm that oversees more than US$100 billion in client assets.
Mitsubishi UFJ Financial Group merges its US operations with Union Bank
Mitsubishi UFJ Financial Group (MUFG) has merged its Bank of Tokyo-Mitsubishi UFJs (BTMU) US branch banking operations with Union Bank.
Triad Advisors adds team with $260 million in client assets
Triad Advisors has said that Wagner Wealth Management, a wealth management firm and independent hybrid RIA group, has transitioned to the Triad Advisors broker-dealer and hybrid RIA multi-custodial platform.
JPMorgan Chase sells corporate dealing services unit to Equiniti Group
JPMorgan Chase & Co has agreed to sell its corporate dealing services unit for an undisclosed sum to Equiniti Group, a UK-based firm that manages stock-based pay plans for companies.
Thomson Reuters selects MyVest to automate delivery of managed accounts
Thomson Reuters has selected MyVests Strategic Portfolio System (SPS) to power new managed accounts solution for wealth managers.
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Gemini Wealth Management buys Simple Finance Solutions
UK-based Gemini Wealth Management has entered into an agreement to purchase Simple Finance Solutions for an undisclosed sum.
Favourability towards emerging market equities rises to year-high:Baring Asset Management
Over half of intermediaries (55%) currently believe their clients should increase their exposure to emerging market equities, according to the latest Baring Asset Management Investment Barometer.
Private Real Estate fundraising maintains momentum in H1 2014: Preqin
Preqin’s latest research shows that while closed-end private real estate fundraising has shown solid momentum in H1 2014 in terms of capital raised, the number of funds closed has dropped compared to the same period last year.
Barnett Waddingham launches Flexible SIPP
Barnett Waddingham has launched its new Flexible SIPP which offers access to a range of discretionary fund managers (DFMs) or a bespoke offering.
Coutts names new team leader for GCC region
Coutts has hired Alex Liddle as new team leader for the GCC.