10/12/2020
The Big Interview: PIMCO’s Blute reveals reasons for calling time on ETF partnership with Invesco
Ended ETF partnership with Invesco in April
Wealth and Asset Management
10/11/2020
Bank of Ireland eyes rich pickings in wealth management acquisitions
While Bank of Ireland is understood to be actively scouting for potential acquisition targets, a bid for Goodbody Stockbrokers is not under consideration.
10/09/2020
Mercer Global Advisors acquires wealth management firm
Mercer Global Advisors was established in 1985 and has $21 billion in client assets.
10/09/2020
Whitman Asset Management launches Private Client Investment Management Division with new hires
Whitman now has two core business divisions.
10/09/2020
Pictet seizes on global stock market mispricing surge with new hedge fund launch
The fund is managed by senior investment manager Matthieu Fleck – who led the launch of the original TR-Atlas strategy in November 2016 – along with a Geneva-based team comprising Adrien de Susanne d’Epinay, Yassine Fki and Philip Wilson
10/09/2020
Maintaining Prosperity During Turmoil byJohn Vail, Nikko Asset Management
Investment Insights by our experts and thought leaders
10/09/2020
How impact investing is making a difference
Eleonore Bedel explains how helping BNP Paribas Wealth Management clients to make the right investment decisions can create a greater impact for all
10/09/2020
Nutmeg losses spiral to £21m
Nutmeg has attempted to diversify its revenue streams in recent years.
10/09/2020
Schroders wins £1.2bn Santander mandate; UK equity team joins
The six mandates Schroders has been appointed manager of amount to £1 billion of UK Growth assets and £200 million of UK Income assets.
10/09/2020
Emerging from Crisis – Reshaping family offices
Maintaining close client relationships despite travel restrictions and social distancing measures has been a challenge.
10/09/2020
Mass affluent growth leads progress in scalable solutions
Olsen observes how the technology challenges asset managers face in Singapore and elsewhere are hard to generalise, since they largely depend on the nature of the particular business.
10/09/2020
Coutts Quarterly Update: A Recovery For All Seasons
Then many regions, including the UK, reintroduced measures to slow an increasing coronavirus infection rate towards the end of the quarter, and we saw noticeable falls in some markets.
10/09/2020
BNP warns that Asia’s rich heirs will cull family banking ties
The next generation is well educated, with almost half having experience in finance, according to the survey, which polled more than 100 heirs of families with an average net worth of US$640 million.
10/08/2020
Virus speeds up family business handover
About 45 percent are involved in operating their family business and investing family wealth.
10/08/2020
7IM CEO Proctor: Further acquisitions unlikely despite current opportunities
2020 has been 'difficult for all firms'
10/08/2020
Banking Entrepreneurialism and the Next Generation of Wealth Holders
The average age of the NextGen was 38 years and average family networth at US$640 million.
10/08/2020
Wealth management firm makes acquisition just four months into the Scottish market
Prydis executive chair Stuart Wallace said: “Prydis Wealth Scotland are proud to announce the acquisition of Virtuo.
10/08/2020
Asset Management Europe
Overall, growth prospects depend on many factors, including the duration of new outbreaks
10/08/2020
Morgan Stanley to buy Eaton Vance for $7 billion in wealth push
Morgan Stanley agreed to buy asset management firm Eaton Vance for about $7 billion in a cash-and-stock deal.
10/08/2020
BCV to run six funds for ESG foundation
The partnership will include Ethos exercising voting rights as a shareholder.