09/20/2021
Our focus in creating an inclusive culture at Schroders has been recognised at the prestigious FTAdviser Diversity in Finance Awards, winning ‘Larger Employer of the Year’ in a highly-competitive category.
09/20/2021
The Access Fund invests across a variety of private equity sponsors, industries, geographies, market caps and vintage years.
09/20/2021
This transaction is expected to complete during the first quarter of 2022.
09/20/2021
Italian group takes over company focused on Europe’s high-net-worth investor contingent and currently runs €7bn in assets.
09/19/2021
The competition among banks and multinational firms venturing into financial services in Africa is heating up. I
09/19/2021
An estimated $6bln in Evergrande wealth management products are outstanding
09/17/2021
UBS Optimus Foundation's India expansion comes as the bank’s philanthropic activities gather pace around the globe, with new initiatives in climate, health, education, child protection and social finance.
09/17/2021
Invesco declined to comment, while State Street did not immediately respond to a Reuters request for comment.
09/17/2021
Nomura is among Japanese brokerages under pressure to increase income from businesses
09/17/2021
The company also said that the net flows were positive in H2 at the group level while UKIM discretionary business remained positive for the full year.
09/17/2021
Petershill Partners announces plans for initial public offering
09/16/2021
Jersey Finance announce line-up for Private Wealth Conference in London
Jersey Finance has announced a range of expert speakers, who will discuss the issues driving private client decision making and the challenges facing the international wealth management community, at its Annual Private Wealth Conference later this month.
09/16/2021
Going hybrid: The future of wealth management
Digitisation will improve investor experience but human connections remain at the core
09/16/2021
In the past year alone, AUM more than doubled to SGD 10 billion.
09/16/2021
JTC Acquires US Fund Services Business
Nigel Le Quesne, CEO of JTC, said: “We are very pleased to announce the acquisition
09/16/2021
The transaction will help to optimise Julius Baer Group’s capital structure and add flexibility.
09/16/2021
It has a fixed term of five years and aims to get an average investment grade rating and target yield to maturity of 4.7%.
09/15/2021
Connectus is the ideal strategic partner with a strong cultural fit who would preserve the independence of our investment process and provide strategic support.
09/15/2021
The launch of the Wealth Management Connect scheme is important for the region’s development to encourage capital flows and investments among the 11 cities and turn them into an economic powerhouse.
09/15/2021
Dimensional in June became only the second U.S. issuer to pull off a conversion, transforming $29 billion worth of mutual funds into ETFs in an industry record.