03/31/2017
Brooks Macdonald’s Pam Beith: Female Wealth Manager of the Year
The City of London Wealth Management Awards are unique in that winners are determined by an online public vote.
Wealth and Asset Management
03/30/2017
HSBC Global Asset Management Reopens Award-Winning Frontier Markets Fund to New Investors
Stock selection is driven by rigorous fundamental research that integrates Environment, Social, Governance factors.
03/30/2017
Hedge-Fund Owner Peregrine Considers Split to Boost Returns
This proposed split could be an alternative way to unlock value.
03/30/2017
After Article 50 what next for Investors asks Schroders
But now that the trigger has been pulled on Article 50, what next?
03/30/2017
Singapore tops list of countries where rich Indonesians stashed funds
The government had set a repatriation goal of 1,000 trillion rupiah, but only about 146 trillion rupiah has been brought back as of Wednesday.
03/30/2017
Google will disrupt funds management, says machine learning expert
A new powerful funds management machine will likely emerge
03/30/2017
Diversify With Swiss Equities
Behavioural finance calls this phenomenon home bias.
03/30/2017
The Future Of Financial Advice And Wealth Management
Calcagni’s firm completed six acquisitions of smaller advisory firms in the last six months.
03/30/2017
WH Ireland private client assets climb to above £1bn
The group provided no further context for the outperformance.
03/30/2017
Harwood taps investors for £10m to extend buying spree
Client assets under management more than doubled from £276 million to £693 million.
03/30/2017
SJP under the microscope: Where does the profit come from?
Though turnover grew from £590m to £667m, losses doubled from £12.9m to £25.7m as the cost of sales increased.
03/30/2017
BlackRock’s Swan expands role as three managers exit
The asset manager has also decided to move leadership for its GEM strategies to Asia.
03/30/2017
Harwood Wealth Management to raise £10m to fund acquisitions
Shares in Harwood Wealth Management were down 20.98% to 171.87p at 0926 BST.
03/30/2017
UBS Asset `Doubling Down' on China's $8 Trillion Bond Market
Briscoe said that the inclusions are the “warning shot across the bow for everybody to get ready.”
03/29/2017
Lombard Odier: Asian Expansion by Alliance
The two banks will co-manage the risk-based funds as the core investment vehicle for private-banking clients in the Philippines.
03/29/2017
Chill winds blow across Asia private banking
Rising costs and tighter regulations forcing weaker players out
03/29/2017
Bob Diamond & Co. to Take Panmure Gordon Private
Despite initial reports, the move to bolster a key U.K. stockbroker may not be a vehicle for the former Barclays CEO’s comeback.
03/29/2017
Asset Risk Consultants fill a void in Canada with new private client indices
There are a lot of data providers that compare fund managers and provide peer group analysis.
03/29/2017
Credit Suisse Progress Buys Thiam Breathing Room on Capital
The bank is considering selling stock valued at more than 3 billion Swiss francs as an alternative to the IPO, people with knowledge of the matter said last week.
03/29/2017
Gresham House AUM rises 50% in 2016
Chief executive Tony Dalwood says the firm’s aim is to produce sustainable and increasing profits through growth in AUM.