06/07/2019
Axxsys joins larger asset and wealth consultancy
Axxsys has provided specialised management consultancy and technology implementation services to the investment management industry since 2003.
Wealth and Asset Management
06/07/2019
“Rich people are mostly born rich”
There are different routes to making a fortune, depending on the age and part of the world you live in.
06/06/2019
HSBC Global AM to launch green bond fund
It is expected that this framework will also encourage transparency and knowledge sharing amongst investor and issuer communities.
06/06/2019
India's wealth managers buck the Asia trend with 18% asset growth
As wealth grows in India, the country is attracting even more investment from abroad.
06/06/2019
Wealth manager drops Woodford after suspension
Mr Woodford stopped money going in or out of his Woodford Equity Income Fund after increasing numbers of investors asked for their money back.
06/06/2019
300 advisers join Schroders Personal Wealth
Financial planning firm will offer ongoing advice
06/06/2019
Julius Baer Gruppe makes 300 mln Sfr bond placement
The new securities have been assigned a Moody’s Baa2 instrument rating
06/06/2019
New York Private Bank & Trust Partners With Autus Asset Management
The partners of AUTUS have built a pre-eminent wealth management firm that provides their clients with the highest levels of personalized advice and service,” said Karl Heckenberg, CEO of Emigrant Partners.
06/06/2019
UK wealth manager eyes £2bn AUM
As double acquisition adds around £250m towards its target
06/06/2019
Canaccord Genuity Reports Fiscal Results
Excluding significant items, fourth quarter earnings per common share of $0.12 (1)
06/06/2019
Investors plough £10m into UK's newest private bank
The fund rasing was disclosed in the company's annual results, which showed operating expenses up 17.5% at £12.1 million last year and total income 63% higher at £6.4 million.
06/06/2019
Dolfin powers up with Falcon acquisition
The London wealth management boutique is makes new headway with the acquisition of Falcon private bank amid raft of impressive hires, reports Arun Kakar
06/06/2019
ECB interest rate: "If the economy continues to stagnate, the ECB will be forced to intervene", Nancy Curtin
Pressure is now increasing on Draghi to give the eurozone economy a boost. For the time being at least, the ECB has resisted taking radical action.
06/06/2019
Morgan Stanley Lets UHNW Clients Use Donor-Advised Funds for Drug Research
Donor-advised funds attracted $29.23 billion
06/05/2019
GIC holds 3% stake in Swiss private bank Julius Baer
Julius Baer has put together a shortlist of candidates to replace Mr Hodler as CEO and may make a decision by the third quarter, according to people familiar with the matter.
06/05/2019
Global Precious Metals’ Mathier Extols the Virtues of Physical Gold
Stanhope asked if there are any specific risks in buying paper gold. “If an investor wants to trade, to play precious metals prices, they can do so with paper gold such as ETFs, because it is cheaper and faster transporting to buy and sell the physi
06/05/2019
Union Bancaire Privée joins The Big Exchange as founding member
UBP has joined forces with a group of major fund houses to support The Big Exchange, co-founded by The Big Issue*.
06/05/2019
Wealth management giant ditches Woodford as manager of £3bn funds
The move by SJP comes just days after Mr Woodford was forced to suspend dealing in his Equity Income fund.
06/05/2019
Schroders and Lloyds advisory takes on 500 staff
Schroders Personal Wealth chief executive James Rainbow described the move as a "significant milestone" for the business and expressed his "delight" with the progress the firm was making.
06/05/2019
Edmond de Rothschild launches a new fund for energy and environment
The fund is aiming for a total commitment of €250 million raised by the end of 2019.