02/17/2021
Credit Suisse Inches Closer to Blackrock
The cooperation that has lasted for three decades is thus entering a new phase.
Wealth and Asset Management
02/17/2021
Pictet Asset Management homes in on emerging markets with new multi-asset fund
The firm said the new fund, which broadens Pictet’s Multi-Asset offering, aims to remove the pressure of “how, when and where” to allocate within emerging markets.
02/17/2021
BNY Mellon closes Hong Kong wealth management office
Long added that the retreat from the Asian wealth management business will not affect its other operations in the region, including its investment management and asset servicing business, which “continue to see Asia as an important growth driver&
02/17/2021
Tier One wealth manager named one of the UK’s best
He became a senior wealth adviser at Tier One Capital following the company’s acquisition of Carrick Financial Management.
02/17/2021
The “three Ps” that are crucial for sustainable investing by Schroders
The term “sustainability” is often over-used in investment speak and has become a “catch-all” for a number of different approaches.
02/17/2021
BNY Mellon Introduces ETF and Managed Account Model Portfolios
In addition to the BNY Mellon ETF Model Portfolios, Lockwood Asset Allocation Portfolios will also be available to firms using the Envestnet platform by the end of first quarter.
02/17/2021
Goldman Sachs Launches Automated Wealth Management Service
The platform will offer three strategies. First is Core, which will concentrate on a mix of U.S. and foreign stocks as well as bonds.
02/17/2021
Opus Una: Collaboration in wealth management technology - why it is important and how to make it work
Sharmil talks to us about why collaboration has to happen
02/16/2021
Vincent Magnenat: «Consolidation Has Been Postponed»
The values that we share bring a lot of confidence and trust to our clients.
02/16/2021
Draghi’s historic opportunity to invest in Italy’s economic future
Italy was the European Union’s worst affected state in the first stages of the Covid-19 crisis
02/16/2021
Arnault and Mustier join the $100bn Spac boom
SPACs have emerged as a popular IPO alternative for companies, especially in the United States, providing a path to going public with less regulatory scrutiny and more certainty over the valuation that will be attained and funds raised.
02/16/2021
Davids and Goliaths by Kevin Gardiner and Victor Balfour, Rothschild & Co
The wider stock market is hardly immune from bandwagons, bubbles – and busts.
02/16/2021
Risk and ESG-aligned portfolios
This is the rationale behind placing ESG at the centre of today’s risk management approach for tomorrow.
02/16/2021
UK Charity Commission Chair Baroness Stowell warns charities not to generate controversy and division
The speech builds on statements made by Baroness Stowell in November last year, saying that charities should not pick sides on issues that cause divisions in society such as Brexit
02/16/2021
New York widens lead over London as finance hub: Duff & Phelps
Britain is under pressure to bolster the competitiveness of its financial services after 7,500 staff and over a trillion euros in assets left for the EU post Brexit.
02/15/2021
QNB wins 7 'prestigious' awards in Euromoney Private Banking & Wealth Management Survey
These awards also reflect the Group's innovation and outstanding performance in the private banking sector, with a focus on developing innovative financial solutions along with mobile and internet banking channels.
02/15/2021
Antsy for Deals, Julius Baer CEO Eyes Wealth Niche
The move would mark an end to a messy four-year clean-up – and it also allows CEO Philipp Rickenbacher to focus on how to grow.
02/15/2021
'Trust-based philanthropy' and the foundation board
Funders attracted to these concepts may nevertheless be unclear about the legal implications of adopting this approach.
02/15/2021
JTC Acquire INDOS Financial
All employees, including INDOS founder and CEO Bill Prew and his senior management team, will join JTC, becoming part of the Institutional Client Services (ICS) Division.
02/15/2021
Equities Beat Expectations
Equities continue to grind higher with seeming few significant near-term challenges.