10/12/2020
The race to be the next Hargreaves Lansdown
Fund groups are targeting the wealth market to revive falling revenues — but face an uphill struggle
Wealth and Asset Management
10/12/2020
Leonteq expands into Italy
More than 1,000 Leonteq certificates are listed on EuroTLX and SeDeX. EFG International launched products on EuroTLX via Leonteq’s platform earlier this year.
10/12/2020
The UAE retains its allure for the ultra-wealthy
The country’s appeal holds strong due to its safe haven status and enviable lifestyle
10/12/2020
TLT Advises partners wealth management on aquisiton by 7IM
TLT has advised the owners of financial planning firm Partners Wealth Management (PWM) on its acquisition by Seven Investment Management (7IM). The acquisition will provide a boost for both firms’ respective strategic growth plans.
10/12/2020
Northern Trust Combines Swiss Understanding With a Global Platform
Very much aligned with Swiss corporate values, our vision is to be our clients’ most trusted financial partner and this is what our focus is on.
10/12/2020
Wealth Management Companies You Can Trust, According To Their Clients
The six trust traits are the quality of products and services, commitment to protecting privacy and security, ethical practices and values, fair pricing and fees, customer service, and customer treatment.
10/12/2020
BMO GAM to bolster Brewin Dolphin engagement efforts
Partners with 'REO' service
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
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.