All articles by Verdict Staff
Verdict Staff
Smith & Williamson makes new hire to grow family office business
Smith & Williamson, a UK-based investment management, accountancy and tax group, has appointed Rupert Phelps as a partner to lead the growth of its family office business.
Auction house Sothebys creates new luxury division
Global auction house Sothebys has launched a new luxury & lifestyle division, which will be headed by Maarten ten Holder.
Morgan Stanley to use Addepars technology to better serve ultra rich clients
Morgan Stanley has partnered with data-aggregation company Addepar to enable its Private Wealth Management teams to offer differentiated service to HNW clients.
PSBC partners with IBM to roll out blockchain-based asset custody system
The Postal Savings Bank of China (PSBC) has partnered with tech giant IBM to introduce blockchain-based asset custody system.
InvestCloud snaps up UK fintech firm Babel Systems
California-based technology platform InvestCloud has acquired London-based fintech firm Babel Systems in a $20m deal.
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E Fund Management, SSGA partner to explore strategic opportunities globally
Chinas E Fund Management and State Street Global Advisors (SSGA), the asset management arm of State Street, have inked a memorandum of understanding to jointly explore strategic opportunities across global markets, including Chinas fund management industry.
Legg Mason subsidiary becomes signatory of UN-supported Principles for Responsible Investment
Brandywine Global Investment Management, a wholly owned subsidiary of Legg Mason, has become a signatory of the United Nations-supported Principles for Responsible Investment (PRI).
RIAs plan to ramp up marketing and technology spending: TD Ameritrade survey
After strong growth in 2016, independent registered investment advisors (RIAs) in the US are highly optimistic that their firms will see continued success in 2017 and will be flexing their marketing muscles to help make it happen, according to a survey report published by TD Ameritrade Institutional.
Old Mutual International names new sales director
Old Mutual International, part of Old Mutual Wealth, has promoted Brendan Dolan to the role of sales director.
Savills IM hires new fund management director for Singapore
Real estate investment manager Savills Investment Management (Savills IM) has appointed Volker Wanka as a new director of fund management for Singapore.