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Wealth and Asset Management

07/10/2024

Impax to acquire European-based high yield assets and expand fixed income team in agreement with SKY Harbor Capital Management, LLC

The acquisition marks an important step in Impax’s strategy to expand its fixed income business and follows Impax’s agreement to acquire the assets of Copenhagen-based Absalon Capital Management (“Absalon”).

07/10/2024

Oxfordshire-based CMS Wealth snaps up UHNW firm

CMS is aiming to raise its profile with the deal to become a leading player in the financial planning sector.

07/10/2024

ZKB puts Swiss banks through their paces

Even if the exceptional year is unlikely to be repeated, the earnings prospects are quite favorable.

07/10/2024

When it comes to financial advisor success, wealth management consultants are key players at RBC Wealth Management

We want to help financial advisors build their business in a way that’s meaningful to them

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.

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.

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