05/12/2021
Schroders strikes deal with Howard Marks’ shop for credit fund
Asset manager unveils new strategy with US-based alternative investment specialist.
05/12/2021
Asset manager unveils new strategy with US-based alternative investment specialist.
05/12/2021
Deal would have been largest in U.K. finance industry in years
05/11/2021
Other banks have moved more quickly into the space than UBS has.
05/11/2021
Noah primarily distributes private equity, public securities and other products denominated in RMB and other currencies.
05/11/2021
The merger has created a business with an unrivalled range of expertise spanning both wealth management and professional services.
05/11/2021
Wealth managers can also take into account a range of financial matters, including estate planning, succession, tax services and wealth structuring.
05/11/2021
If a wealth management firm hasn’t built a strong relationship with the woman, who statistically is likely to outlive her husband, the firm will see the money shift to another firm and another advisor.
05/11/2021
It will provide pensions and investment services to UK expats retired in the EU
05/11/2021
Wealth industry peers recognize the company for Wealth Counselling services
05/11/2021
It will provide advice on a range of issues including succession planning and cross-border estates
05/11/2021
BlackRock will "support China in building a sustainable ecosystem for investing," Chairman and CEO Laurence Fink said in the statement.
05/11/2021
Revenues up 3% to €134.3 million (Q1 2020: €130.8 million) driven by an increase in management fees in connection with the strong growth in AuM
05/10/2021
Asia accounted for US$1.2 billion or two-thirds of HSBC’s adjusted profit before tax in the wealth and personal banking business in the first quarter
05/10/2021
With Vestmark Advisory Solutions as discretionary overlay manager, UBS Wealth Management USA clients will now have access to model portfolio strategies from BlackRock, Capital Group (home of American Funds), Dimensional Fund Advisors, J.P. Morgan, Natixis
05/10/2021
Its latest investment is designed to give KiwiSaver members more access to private business in the high-growth export sector.
05/10/2021
“We’re seeing that Macquarie’s strong brand in this space, our leading platform, and the access to the deep expertise of our people and the broader insights of Macquarie is an offering that is really resonating with advisers.”
05/10/2021
Due to the complexity of bond trading and a relatively underdeveloped local bond market, it was not until the last decade that retail investors have more actively participated in bond investing.
05/10/2021
The new rules are an opportunity for the different precious metals players, and banks, as both Switzerland and Liechtenstein now have fully regulated markets for gold and precious metals for the first time.
05/10/2021
Do we continue to invest in front and back office technology solutions? Can we keep pace with the burden of administrative and regulatory change?
05/10/2021
The acquisition price represents 7.6x 1H21 EBITDA (annualised, excluding synergies) and is expected to be double-digit EPS accretive in the first full year after completion.