02/18/2021
Greece's law stipulates that if a family wealth-management firm employs at least five people and has annual expenditures of at least 1.0 million euros ($1.2 million), it can deduct staff costs and operating expenses from its tax bill.
02/18/2021
Fisch Asset Management has €5bn (CHF 5.4bn) in convertible bond assets, including dynamic, sustainable and opportunistic funds.
02/18/2021
Other members include Zürcher Kantonalbank, SIX Group, Assetmax and Alphasys.
02/18/2021
As a result of the merger, the clients of Limmat Wealth will get access to additional investment management and family office solutions, a statement released by the firms said.
02/18/2021
Boston Private was selected for this award based on client service, client longevity, and the firm’s overall growth within the past year.
02/17/2021
Private capital funds must invest US$5.5 billion globally over next five years to meet investors’ increasing demands for transparency, Intertrust Group says
Although extensive investment will be required to meet these greater demands, they are also conflicting with private capital funds’ traditional leaning towards confidentiality.
02/17/2021
EFG private bank on track to double Apac AUM
To date, the bank has delivered on a number of targets articulated in 2019
02/17/2021
Coutts CIO on why he won’t buy Smith or Train funds
The £23bn Fundsmith Equity fund has returned 448 per cent in the decade to February 12, compared with a return of 168 per cent for the average fund in the IA Global sector in the same time period.
02/17/2021
Credit Suisse Inches Closer to Blackrock
The cooperation that has lasted for three decades is thus entering a new phase.
02/17/2021
Pictet Asset Management homes in on emerging markets with new multi-asset fund
The firm said the new fund, which broadens Pictet’s Multi-Asset offering, aims to remove the pressure of “how, when and where” to allocate within emerging markets.
02/17/2021
BNY Mellon closes Hong Kong wealth management office
Long added that the retreat from the Asian wealth management business will not affect its other operations in the region, including its investment management and asset servicing business, which “continue to see Asia as an important growth driver&
02/17/2021
Tier One wealth manager named one of the UK’s best
He became a senior wealth adviser at Tier One Capital following the company’s acquisition of Carrick Financial Management.
02/17/2021
The “three Ps” that are crucial for sustainable investing by Schroders
The term “sustainability” is often over-used in investment speak and has become a “catch-all” for a number of different approaches.
02/17/2021
In addition to the BNY Mellon ETF Model Portfolios, Lockwood Asset Allocation Portfolios will also be available to firms using the Envestnet platform by the end of first quarter.
02/17/2021
The platform will offer three strategies. First is Core, which will concentrate on a mix of U.S. and foreign stocks as well as bonds.
02/17/2021
Sharmil talks to us about why collaboration has to happen
02/16/2021
Vincent Magnenat: «Consolidation Has Been Postponed»
The values that we share bring a lot of confidence and trust to our clients.
02/16/2021
Draghi’s historic opportunity to invest in Italy’s economic future
Italy was the European Union’s worst affected state in the first stages of the Covid-19 crisis
02/16/2021
SPACs have emerged as a popular IPO alternative for companies, especially in the United States, providing a path to going public with less regulatory scrutiny and more certainty over the valuation that will be attained and funds raised.
02/16/2021
The wider stock market is hardly immune from bandwagons, bubbles – and busts.