06/09/2023
Speed Dating for Wealth Managers
By optimizing supply and demand, the company says it achieves significant improvements in returns and cost savings for clients.
Wealth and Asset Management
06/09/2023
BBVA Private Banking is Europe’s best in leveraging technology and digital innovation
In addition, the publication evaluates all the functions and digital tools available to customers that promote good financial health, allow greater monitoring and evolution of their investments and improve the quality of more than 685 services.
06/09/2023
HSBC AM launches second vintage of senior UK direct lending strategy
Strategy focuses on underserved lower-risk senior segment of the market
06/09/2023
Filing by Concordia of the simplified tender offer for Rothschild & Co
The price of €46.6 per share will be adjusted to €38.6 following the ex-date of the extraordinary distribution of €8 per share which will occur after approval of the Offer by the AMF and before opening of the Offer.
06/09/2023
Natixis IM to close US equities ETF two years after launch
Liquidation proceeds due to be sent to shareholders before the end of July after difficult year for passive fund.
06/09/2023
Canada Life suspends relationship with Odey wealth management unit- statement
A Canada Life said the company would not be accepting any new fund flows.
06/09/2023
Investec: Proportion of all-male investment trust boards falls to less than 5%
‘Skin in the game’ reaches £4.2bn
06/09/2023
Hargreaves Lansdown adds BNY Mellon multi-asset fund to Wealth Shortlist
Managed by Simon Nichols
06/09/2023
Triple Success for JTC Private Client Services Team in NextGen Leaders' List
The reputation of the individual’s company, their career trajectory, experience and involvement in promoting good organisational culture are all criteria considered by ePrivateClient when compiling the list.
06/09/2023
Wealth Management Platform Market is Projected to Surpass USD 10 Bn By 2032
These advancements have been assisting key players in revolutionizing new operating models to offer credits to several individuals and businesses.
06/08/2023
UK's oldest private bank taps Integral for liquidity aggregation, FX pricing engine, API distribution
“C. Hoare & Co. and their customers will benefit from our cloud-based SaaS offering, delivering fully automated and highly configurable FX workflow.”
06/08/2023
M&G plc Q1 2023 trading statement
Delivered positive net flows and strong investment performance across both the Asset Management and Wealth businesses
06/08/2023
Macquarie’s three real assets funds to crack the UK market
Australian asset management giant Macquarie believes it is the right time to sell its listed infrastructure offering to a wider audience.
06/08/2023
GAM receives request for an EGM from a shareholder
The proposed EGM would contemplate the replacement of the existing board as well as a significant change in the capital structure of the firm to allow additional issuance of capital and the suspension of current shareholder participation rights.
06/08/2023
Schroders receives green light to operate wholly foreign-owned public fund business in China
The combination of the market’s future growth prospects and Schroders’ comprehensive market access offers an advantage in stimulating significant revenue growth in the medium to long-term.
06/08/2023
Rebel investors reject GAM takeover and call for board shake-up
Group with 9% holding says Liontrust offer undervalues Swiss asset manager and is pushing for new directors
06/08/2023
Wealth and Asset Managers Turn to Third-Party Tech Solutions to Cut Costs, Fast-Track Time to Market
These end-to-end platforms deliver complete or near complete functional solutions covering a process from beginning to end.
06/08/2023
1 in 20 M&G staff expected to exit in cutbacks
The firm expects further office closures in the second half of this year
06/07/2023
UBS Executive August Hatecke Likes Singapore Well Enough
As research by finews.asia shows, a decision has yet to be made, and will come in a few weeks at the earliest and once the integration of Credit Suisse has been completed.
06/07/2023
Pershing X unveils wealth management platform
As part of its Wove debut, Pershing X also announced that BNY Mellon Advisors, Inc. will deliver investment solutions through the new platform by using an in-house team of senior investment professionals from across BNY Mellon.