03/29/2016
Mirabaud Asset Management, the investment management arm of Swiss Mirabaud Group, today announced that its “European Small and Mid-Cap Strategy” is now accessible for its GCC investors.
03/29/2016
The purchase was made for an undisclosed sum and remains subject to regulatory approval.
03/29/2016
The handful of conglomerates that remain on the stock market are historical anomalies.
03/29/2016
The Zurich-based lender informed regulators of the plan, said the person said, who asked not to be identified because the discussion was private.
03/29/2016
Other big names featured include Tim Martin, chairman of pub and restaurant chain JD Wetherspoons.
03/29/2016
Mutual fund AUM also surges during the year, crossing RMB8 trillion
03/28/2016
Why wealth managers are telling clients to avoid dramatic portfolio changes
03/28/2016
Sentinel Asset Management, Inc. announced that it has signed the UN-supported Principles for Responsible Investment, known as PRI. The PRI initiative is recognized as the leading global network for investors and financial industry participants who are com
03/28/2016
But, with deal’s closing still months away, Raymond James now has to keep them from being poached by rivals.
03/28/2016
But while these three examples highlight that M&A is still a viable strategy for larger wealth firms, our Deal Tracker assessment indicates that consolidation has gained most momentum among smaller institutions.
03/28/2016
We're honored to be recognised in this way. I'd like to thank each and every one of our employees for their unwavering commitment to serving the needs of our clients, who rely on us to bring them the very best ideas from around the world each an
03/28/2016
The industry still has much work to do to fulfil its potential, says Sophia Grene
03/28/2016
OCIO also moves many administrative burdens from the client to UBS through a disciplined process that keeps clients focused on results.
03/28/2016
The emerging markets-focused British bank has set up a new lab called the eXellerator in Singapore in an attempt to bring theoretical ideas from Silicon Valley to life.
03/28/2016
Investors have intensified their focus on auditor independence in the aftermath of the financial crisis. Questions were raised about why the big four accounting firms
03/28/2016
Why wealth managers are telling clients to avoid dramatic portfolio changes.
03/28/2016
The Sunday Times reported yesterday that some of America’s biggest buyout funds were preparing bids for Old Mutual’s £4.5 billion wealth management arm.
03/28/2016
It’s the third time the Swiss bank has been forced to tweak the exit schedule.
03/24/2016
Digital Forum, which launched the Family Office Association earlier this month, is one such group, offering investment professionals who work with family offices the opportunity to e-schmooze with peers
03/24/2016
That wealth manager, who can't be named under Swiss law, now faces up to 10 years in jail for fraud