07/10/2024
Liontrust looks to positive times for UK asset managers
Analysts at Panmure Liberum said the company's "direction of travel is changing for the better.
Wealth and Asset Management
07/10/2024
Redemption of two UBS Group AG additional tier 1 instruments
The last trading day of the SGD AT1 instrument will be 2 September 2024.
07/10/2024
Three reasons why investing in people matters
Investing in themes like "Diversity and Equality" can also be a way to identify companies focused on employee retention and productivity.
07/10/2024
Asset managers increase investment research budgets for first time since MiFID II
Survey by Substantive Research shows ‘trend has turned’ on years of cuts to investment research budgets
07/10/2024
Golding’s successful secondaries strategy strengthens its ESG approach and classifies as Article 8 SFDR strategy
Golding Capital Partners has refined its sophisticated ESG screening model and so extended full ESG transparency to its secondary market products.
07/10/2024
Wealth managers bullish on equities as elections come and go
The latest manager sentiment survey from Asset Risk Consultants (ARC) shows that positive sentiment towards equities has increased markedly over the past year despite more than 70 countries going to the polls in 2024.
07/10/2024
Why the CEO of a woman-focused investing firm is still all-in on remote work
Krawcheck says an all-remote office helped with recruiting, as the firm could pick the best applicants regardless of their location, and also made everyone more effective.
07/09/2024
HSBC AM’s Passive Assets Cross $100 Billion
During this period, ETF assets quadrupled to $37 billion while index funds more than doubled to over $63 billion.
07/09/2024
BlackRock urges FCA to include corporate access in investment research overhaul
MiFID II changed the rules governing how brokers facilitate meetings between asset managers and company executives
07/09/2024
Julius Baer says don't cut Big Tech and investment grade credit
Rival private banks have been turning angsty on the valuations of the US tech titans and high quality corporate bonds, but the Swiss pure-play remains a staunch bull.
07/09/2024
Adams Brown recognized for wealth management excellence
Recognized for their excellence, Accounting Today has named Adams Brown Wealth Consultants as a Top Firm by Assets Under Management: Wealth Magnets.
07/09/2024
'Wealth managers should collaborate with family offices to serve HNW clients'
The report found UHNWs have increased the number of relationships they have with a wealth management firm from three in 2020 to seven in 2023.
07/09/2024
LOIM launches earnings-surprises big data hedge fund
The DataEdge strategy is opened for the first time to external investors and in the Ucits format.
07/09/2024
Indosuez Wealth Management launches the 'StartUp Connections' in 4 countries
Developed by the Indosuez Innovation Lab, StartUp Connections lists over 100 international startups in the fundraising phase or in search of business relationships.
07/09/2024
Mediobanca strengthens in European advisory services with the opening of a new office in Germany
Corporate and Investment Banking Division Consolidates its Specialization in MID Corporate deals at international level
07/09/2024
Schroders publishes its first impact investment report
Schroders Impact Report provides a comprehensive summary of the tangible impacts being delivered by our Impact Driven investment range.
07/09/2024
Deutsche Bank division cuts external consultancy spend by 70%
The decision to cut consultancy spending, amounting to a double-digit-million-euro reduction, aligns with the bank’s broader cost-cutting goals, and the strategy to leverage internal expertise to resolve complex and recurring issues.
07/09/2024
Broadridge Adds Values-Based Investing Tool into Advisor Platform, Enabling Enhanced Advisor-Client Experiences
Powered by YourStake, Broadridge will enable advisors to offer hyper-personalized data-driven insights aligned to investors’ core values
07/08/2024
Jason Fial named partner at Scottsdale’s Wilde Wealth Management Group
Prior to joining Wilde Wealth, he was a financial representative for Country Financial for nearly 15 years and earned his bachelor’s degree from Arizona State University.
07/08/2024
Evolution of Philanthropy in Asia
The summit, attended by 450 leaders from various sectors, focused on "Partnerships for Action," underscoring the importance of systemic solutions and collective initiatives.