All articles by Verdict Staff
Verdict Staff
Hong Kong’s SFC grants asset management licenses to Morningstar
The Hong Kong Securities and Futures Commission (SFC) has granted Morningstar Investment Management Asia licenses to provide investment advisory and discretionary investment management services to Hong Kong-based financial institutions.
Standish hires new client portfolio manager
Standish Mellon Asset Management Company, a US-based fixed income investment boutique of BNY Mellon, has hired Scott Zaleski to as new client portfolio manager.
REYL Group’s AUM surges by 24% in 2013
Swiss wealth and asset manager REYL Group’s assets under management (AUM) increased 24% to CHF 9.1 billion in 2013.
Barings set to launch new Hong Kong fund range in 2015
Baring Asset Management, a London-based investment management firm, is set to launch a new range of Hong Kong-domiciled funds in early 2015.
Coral Gables Trust selects FolioDynamix’s wealth management technology platform
Coral Gables Trust Company, a provider of wealth management, estate and trust services, has selected FolioDynamix’s wealth management technology platform and advisory services for its open architecture unified managed account (UMA) program offering.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
WealthGuard to help investment firms to meet FINRA’s regulations
San Francisco-based WealthGuard is offering to help investment firms meet the newly established hiring threshold standards set forth by FINRA with regards to performing required background checks on financial advisors.
Franklin Templeton unveils two new multi-asset funds in UK
Franklin Templeton has unveiled two new multi-asset funds for retail investors in the UK.
Commodity market declined in May as supply risks subsided
Commodities were lower in May as some immediate supply concerns eased, according to Credit Suisse.
Swiss government submits revised tax treaty to Australia
Switzerland has submitted a revised tax treaty to The Department of the Treasury of Australia, under which Swiss banks would provide Australian authorities with secret account details upon request.
ADGS Advisory to acquire Hong Kong based accounting advisory company
ADGS Advisory has signed a memorandum of understanding to acquire a Hong Kong based accounting advisory company.