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Wealth and Asset Management

03/27/2017

Accor and Rothschild eye company behind Le Mans and French Open

Should a deal be approved by France’s competition authority, Edmond de Rothschild would own a 51 per cent stake with Accor taking 40 per cent.

03/27/2017

Jupiter’s Merlin team drops Odey

The Merlin team had around £200m in the portfolio as of the final quarter of last year.

03/27/2017

Chopping up Old Mutual gives ex-banker a new challenge

A year after joining to oversee Old Mutual's four-way split, Rob Leith is calling on his dealmaking, financial and people skills to get the job done

03/26/2017

Merrill Lynch and Morgan Stanley: A tale of two fiduciary 401(k) business models

Each firm uses an approach that mitigates risk, but some observers say they're more for show than potential problem solving

03/26/2017

UBS Hires $1.2 Million Merrill Producer in Rochester

The team has an active 401(k) rollover business with baby boomers that they feared would also be affected by Merrill’s tightening fiduciary-rule restrictions on retirement accounts.

03/24/2017

Canaccord Genuity Wealth Management Acquires UK-Based Investment Dealing and Custody Business

The transaction serves to support Canaccord Genuity Wealth Management's growth strategy and its new clients will benefit from access to award-winning expertise, supported by a sophisticated operational and technology platform.

03/24/2017

Private bank urges clients to invest in passive funds

Horseracing’s money manager criticises active funds’ high fees and underperformance

03/24/2017

Credit Suisse Increases Bonus Pool 6%, CEO Thiam Gets $12 Million

Swiss bank handed out $3.1 billion in bonuses for 2016

03/24/2017

Capital Markets Undergo ‘Generational’ Change

The financial industry is going through a generational change in market structure

03/24/2017

Why AI is the ‘biggest opportunity ever’ for asset managers

AI offers the biggest employment opportunity asset management has ever seen

03/24/2017

‘Wearable Sculptures’ Become Collectibles on Their Own

“Artist jewelry is eking out, leaving the art world and becoming more acceptable”

03/24/2017

Hedge fund firm Brevan Howard granted injunction to block Reuters story

Under Britain's legal system, individuals and companies can file for privacy or confidentiality injunctions

03/24/2017

Natixis Global Asset Management Fund Managers wins Fund Awards in the U.S.

Gateway and Loomis Sayles funds earn top positions in a broad range of categories

03/24/2017

HNW Lending launches Isa for loans against property and classic cars

HNW Lending has launched a new Innovative Finance Isa that is different to many of its peers. But what does it offer and what are the risks?

03/23/2017

Japan's affluent once again drawing global wealth managers

Negative interest rate policy provides opening

03/23/2017

Rothschild's Gardiner Sees Bumpy Ride Ahead for Markets

He speaks on Bloomberg Markets.

03/23/2017

Wealth Migrate enters SA property market

Now these same benefits and opportunities are finally available to South African’s in their own market.

03/23/2017

Old Mutual brings 22seven in-house, founders leave

Looking at the year ahead, Old Mutual will focus on making the existing service the best it can be

03/23/2017

Arbuthnot Latham profits climb 51% as lending booms

This has been a momentous and highly profitable year for Arbuthnot Banking Group

03/23/2017

Saunderson House parent takes hit on discretionary launch

Within the wealth management market, discretionary investment propositions have continued to attract assets at a faster rate than advisory investment propositions

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