06/02/2021
It has also changed the way non-financial assets are now stewarded, with the need to consider alternative ways to communicate instructions to asset administrators and family strategy to international Trustees.
06/02/2021
Indiana-Based Practice with Three Financial Professionals Joins Advisor Group Subsidiary Woodbury Financial Services
06/02/2021
Economic growth will soon slow but inflationary pressures could linger for some time. Which means investors should consider a more defensive stance.
06/02/2021
Pandemic-driven rebound could help capital markets industry accelerate technology investments to protect against disruption
06/02/2021
BNY Mellon has successfully onboarded Invesco for transfer agency services in UK and Luxembourg
06/01/2021
Brings AUM to £600m
06/01/2021
The partnership enables Fideuram - ISPB to strengthen significantly its international wealth management activities and to continue playing a leading role in the ongoing consolidation of the Swiss financial sector.
06/01/2021
The ‘new IOOF’ will have greater scale, capability and efficiency which will flow through to clients in the form of value, choice and accessibility – supporting IOOF’s ambition of creating financial wellbeing for all Australians.
06/01/2021
The subsidiary has $500m in AUM and 12 employees.
06/01/2021
Family offices have emulated the Gates Foundation's principles for using wealth to do good.
06/01/2021
Concerns are regularly raised about ‘prices have gotten ahead of themselves’ and ‘never has the price been higher for this asset’.
06/01/2021
Financial regulators, who have been much more proactive since the last financial crisis
06/01/2021
Record global capital markets revenue of $487.0 million for the fourth quarter and $1.3
05/31/2021
So we want to help them monetize what they created and also help them to diversify their wealth in the best possible way when they do an IPO or exit of sorts.”
05/31/2021
Redemption demands at the fund trigger a hold back clause, which means clients will receive 95% of their funds after two months, with the remaining 5% expected to be paid out in January, after the fund’s year-end audit.
05/31/2021
NAB has completed the sale of the MLC superannuation and funds management business it purchased off Lendlease in 2000 for $4.5 billion.
05/28/2021
The investment objectives and other aspects of all the affected Pools and Funds will remain the same.
05/28/2021
The AGM took due note of the company’s intention to appoint Erik van Houwelingen as a member of the Management Board, with responsibility for Investment Strategies & Solutions.
05/28/2021
The investment maturity and sophistication of the next generation should not be taken lightly and if they expect to generate 10% - 15% revenue out of their capital, wealth managers need to deliver quickly.
05/28/2021
They added that proceeds could be used for a share buyback.