09/12/2019
Asset-based fees – what would advisers do without them?
The survey showed that an annual fee was the dominant choice with respect to high net worth clients, with around 60% of respondents choosing this method
09/12/2019
The survey showed that an annual fee was the dominant choice with respect to high net worth clients, with around 60% of respondents choosing this method
09/12/2019
The firm aims to participate in the Hong Kong-China Mutual Recognition of Funds scheme.
09/12/2019
Dublin-based KBIGI is one of just 15 managers in the world to make the final shortlist and one of just seven firms to be granted ‘Commended’ status.
09/12/2019
Considered a number of fundraising options through institutional markets and investors
09/12/2019
The industry has served executive women based on outdated assumptions about their goals, risk appetite and investment aptitude
09/12/2019
Asia Risk Awards 2019
09/12/2019
This award follows that issued in both 2018 and 2019 by Global Finance Magazine, which named Caye International bank the Best Private Bank in Belize.
09/11/2019
Mossavar-Rahmani says U.S. stock price, growth isn’t a concern
09/11/2019
Initiative aims to build a community of inter-generational leaders and enable them to share their experiences and knowledge
09/11/2019
Blucora rebranded its unified wealth management division as Avantax Wealth Management.
09/11/2019
She is also on the Citywealth Leaders List and features on the epc Top 35 Under 35 Channel Islands listing.
09/11/2019
Multi-asset domestic private fund is the fifth private fund to be launched by the firm in China
09/10/2019
Mirabaud Group has improved its PRI scoring ti A+, placing it well ahead of the industry average.
09/10/2019
The fund complements Wealthcap's existing demand-driven investment platform and helps bridge the supply gap between retail and institutional investors.
09/10/2019
Fintech and human expertise knit together as a hybrid model for wealth management.
09/10/2019
This concept attempts to build robust portfolios by splitting assets into two major pools: one with the majority in stable, long-term holdings to anchor broader returns, the «core»; and another in smaller tactical and short-term investments
09/10/2019
The strategy usually performs best when volatility is high, aiding portfolio diversification as risk assets underperform.
09/10/2019
The portfolios have been an enormous success since they were established, in line with growing evidence that companies run in a sustainable and responsible manner generate superior returns.
09/10/2019
The group says the trust is now seeking additional capital in order to “execute the next phase of investment opportunities.”
09/10/2019
Climate change and the speed of global warming are two of the greatest systemic risks to the planet.