12/15/2020
‘Value plus’, sustainability and a trust - Three funds for 2021
This is a theme we expect to continue going into 2021, but investors should be looking at funds for the long-term, rather than just a calendar year.
Wealth and Asset Management
12/15/2020
UBS: In Merger Talks for Asset Management?
The Swiss bank and the world's second-largest provider of index funds started their deliberations at the beginning of this year and the two companies seemed close to an agreement in the summer, the report read.
12/15/2020
Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans
Vestrata is a unique platform backed by significant investment from industry insiders
12/15/2020
Ocorian completes acquisition
The acquisition reflects our continued strategy to enhance our service offering
12/15/2020
DARE Legislation Opens the Door for New Industry
It also provides for the regulation of digital assets- based payment service businesses and for the registration of financial services related to the creation, issuance or sale of digital tokens and other digital assets.
12/15/2020
Going Global – Initial Considerations
Our teams have supported hundreds of companies with their global mobility requirements.
12/15/2020
Northern Trust Asset Management Announces Changes to Money Market Mutual Fund Suite
Our investment strategies are rooted in the foundational belief that investors should be compensated for the risks they take, and we are committed to delivering investment products and solutions that fit our investor-centric approach.
12/15/2020
I’m dreaming of a wild Christmas
Against this backdrop, therefore, we do not see much reason to change course. ‘Stay the course’ has been the mantra and will likely remain so as this storm too shall pass.
12/15/2020
MONEY, MONEY, EVERYWHERE by Quilter Cheviot
The pound weakened against the US dollar and the Euro. Gold ended slightly higher as did the price of a barrel of oil.
12/15/2020
Wealth Enhancement acquires $320 Million Hybrid RIA Financial Wealth Manager
The move demonstrates the company's continued focus on executing on its strategy of broadening its footprint in key regions across the country, and further solidifies its position as a leading national wealth management and financial planning brand.
12/15/2020
SEI unveils enhanced user interface for the Archway Platform
Enhancements include an overall refresh of the platform’s front-end technology and appearance, the introduction of new branding and personalisation options for clients, streamlined favourite and default settings for most-used tools, simplified enter
12/15/2020
Asset Servicing: The Need to Modernize
The processes underpinning asset servicing are in need of a significant strategic overhaul, mainly because many of the underlying processes across corporate actions have barely changed over the preceding two decades.
12/14/2020
London banks braced for no-deal Brexit as jobs and billions in assets to leave UK
One bank moved around 200 billion euros (£184 billion) of assets from London to Frankfurt.
12/14/2020
Asset and wealth management revolution: The power to shape the future
With control of more than US$110 tn, the asset and wealth management (AWM) industry has the unparalleled influence to shape a better future for investors, shareholders, the economy and wider society.
12/14/2020
Schroders joins Net Zero Asset Manager initiative, committing to support the goal of net zero GHG emissions
Climate change is one of the most pressing long-term issues that we face, and one that I expect to come further into focus as we look to the future.
12/14/2020
Navigating 2021: 21 Charts for the Year Ahead
The convenience—and for some, the opportunity—of the distributed economy is extraordinary.
12/12/2020
Exclusive: SJP overhauls managers on £1.7bn global equity fund
Four new managers will be added to the fund from 14 December.
12/11/2020
Lessons about wealth management from a 2,000-year-old philosophy
Literally, “premeditating evils” is the practice of considering what can go wrong in the future.
12/11/2020
Asian equity monthly by Nikko AM
Thailand, Singapore and South Korea best performers in November
12/11/2020
Quilter interim results
Adjusted profit before tax for the Group of £71 million