06/12/2023
Odey Asset Management LLP: Executive Committee Statement
This means that the Partnership is now entirely unconnected to the Odey Group, which continues to be majority owned by Mr Odey.
Wealth and Asset Management
06/12/2023
Oberon takes majority stake in fintech platform
The boutique wealth manager’s 63% stake in Logic Investments has been approved by the FCA.
06/12/2023
Ocorian wins Fund Administration award
The judging panel ensures that the awards are held to the highest standard, remain respected and strive for them to act as a catalyst to drive up service standards and operations in the industry.
06/12/2023
Western wealth firms split on whether to operate in China or not
While some wealth managers are pulling back from the Asian powerhouse, others are moving in as demand remains strong
06/12/2023
Praxis pair make NextGen Leaders List
Newly rebranded from the well-known Top 35 Under 35, the Channel Island NextGen Leaders adopts new criteria that focuses on industry experience rather than age
06/09/2023
Lawrence J. Chastang, Jr. on Insights for Cross-Border Wealth Management
The funds within the annuity are then invested in a variety of underlying investment options including stocks, bonds, and alternatives.
06/09/2023
Leader for NAB Private Wealth takes world stage
Private banker gets international accolade
06/09/2023
Oberon Investments completes acquisition of majority stake in Logic Investments
The strategic collaboration between Oberon and Logic aims to expand their FinTech offering
06/09/2023
Speed Dating for Wealth Managers
By optimizing supply and demand, the company says it achieves significant improvements in returns and cost savings for clients.
06/09/2023
BBVA Private Banking is Europe’s best in leveraging technology and digital innovation
In addition, the publication evaluates all the functions and digital tools available to customers that promote good financial health, allow greater monitoring and evolution of their investments and improve the quality of more than 685 services.
06/09/2023
HSBC AM launches second vintage of senior UK direct lending strategy
Strategy focuses on underserved lower-risk senior segment of the market
06/09/2023
Filing by Concordia of the simplified tender offer for Rothschild & Co
The price of €46.6 per share will be adjusted to €38.6 following the ex-date of the extraordinary distribution of €8 per share which will occur after approval of the Offer by the AMF and before opening of the Offer.
06/09/2023
Natixis IM to close US equities ETF two years after launch
Liquidation proceeds due to be sent to shareholders before the end of July after difficult year for passive fund.
06/09/2023
Canada Life suspends relationship with Odey wealth management unit- statement
A Canada Life said the company would not be accepting any new fund flows.
06/09/2023
Investec: Proportion of all-male investment trust boards falls to less than 5%
‘Skin in the game’ reaches £4.2bn
06/09/2023
Hargreaves Lansdown adds BNY Mellon multi-asset fund to Wealth Shortlist
Managed by Simon Nichols
06/09/2023
Triple Success for JTC Private Client Services Team in NextGen Leaders' List
The reputation of the individual’s company, their career trajectory, experience and involvement in promoting good organisational culture are all criteria considered by ePrivateClient when compiling the list.
06/09/2023
Wealth Management Platform Market is Projected to Surpass USD 10 Bn By 2032
These advancements have been assisting key players in revolutionizing new operating models to offer credits to several individuals and businesses.
06/08/2023
UK's oldest private bank taps Integral for liquidity aggregation, FX pricing engine, API distribution
“C. Hoare & Co. and their customers will benefit from our cloud-based SaaS offering, delivering fully automated and highly configurable FX workflow.”
06/08/2023
M&G plc Q1 2023 trading statement
Delivered positive net flows and strong investment performance across both the Asset Management and Wealth businesses