Managers of Wealth

REYL & Cie acts as lead manager for Varia Europe’s capital increase on BX Swiss

REYL & Cie was involved in the management of the rights and share offering process, the book building, and also acted as paying agent for the transaction.

Northern Trust Selected by Storebrand as Asset Servicing Provider for Cross-Border Distribution Through New Luxembourg Fund Range

Delivering Depositary, Custody, and Fund Administration Services for Norway’s Largest Independent Asset Manager

Octopus UK Multi Cap Income Fund tops the IA Equity Income ranking after first year

The FP Octopus UK Multi Cap Income Fund is ultimately designed to deliver better than market earnings growth aiming to drive capital performance for investors

Asset managers urge caution in 2020

The U.S. consumer was responsible for the lion's share of growth this year, as CEOs have lost confidence and corporations have pulled back and will need some help in 2020.

Schroders Outlook 2020: Private equity

Investors’ emphasis on ESG will increase further in 2020, which aligns well with private equity’s long timeframes and higher engagement.

Impact Investing’s Solid 2019 Isn’t Due to Gods of Virtue, but Rather Strong Performance in Tech Stocks

Big banks and financial firms have been adding so-called responsible investing products while at the same time there’s debate whether investors should seek profits, a greater good, or a combination of both.

Notz Stucki buys alternative management firm

‘This acquisition was able to happen very quickly because we have many common traits.

Motive Partners to acquire up to 60% stake in Fiserv’s Investment Services business

Fiserv, which will retain a 40% equity interest in the business, will receive approximately $510 million in net after-tax proceeds.

Are investment grade bonds the safe haven for 2020?

Negative yields on gilts prompts investors to look elsewhere in fixed income

BMO adds ESG funds to LifeStrategy rival range

“We’ve seen significant demand for the funds since launch two years ago."

Assets held in exchange traded funds surge to record $6tn

Failure of most traditional active managers during the crisis prompted many investors to seek less volatile strategies

Pictet alternatives arm hunts for real estate PM

The firm is an alternative investment company wholly owned by Pictet Group.

Gresham fired from trust after tussle with property tycoon heirs

Investors in LMS Capital yesterday voted by 58.36% to 41.64% against keeping Gresham as manager of the strategy

EXCLUSIVE: deVere agrees sale of South Africa business

The sale has been agreed with Hong Kong-headquartered Brite Advisors, which is headed by CEO Mark Donnelly.

Investor Confidence Increased in November by 1.7 Points to 80.9

The index is released globally at 10 a.m. Eastern time in Boston on the last Wednesday of each month.

Central Bridging win award for business excellence from the Indo-European Business Forum

The event also marked the launch of a report entitled “India: A 5 Trillion Dollar Economy by 2024-25”

Julius Baer extends global partnership with Formula E

Bank Julius Baer is pleased to announce the extension of its collaboration with the ABB FIA Formula E Championship as global partner until the 2022/2023 season.

IQ-EQ crowned ‘Fund Administrator of the Year’

IQ-EQ completed a number of transformational acquisitions throughout 2018

RobecoSAM to sell its ESG ratings business

S&P Global to Acquire the ESG Ratings Business from RobecoSAM

Impact investing boutique closes fund due to ‘inadequate performance’

The responsAbility Fair Agriculture fund, which was launched in 2011, invested in over 200 small businesses in 52 countries.