06/26/2019
The fund, one of the world’s largest investors, has an ethical mandate set by parliament and is not allowed to invest in companies that produce nuclear weapons, cluster munitions and tobacco, among other ethical criteria.
06/26/2019
Newly created business eyes $5bn in assets under management by 2022
06/26/2019
Tech upgrades become almost out of date straightaway
06/26/2019
Intellidex and Investors Monthly rate the best private banks and wealth managers
06/26/2019
The savings could be made via automation and shifting functions to lower cost locations, it noted.
06/26/2019
Mikro Kapital currently operates in 15 countries, covering Eastern Europe, CIS countries, East Asia and Central America.
06/26/2019
It is currently registered for sale in Etonia, Latvia, Lithuania and Sweden.
06/26/2019
Cavendish Asset Management refreshes fund management team
The complementary combination of my stock-picking skills and Nick’s insight into timing trading has brought a lot of success to the AIM and Opportunities funds, which makes this move a natural next step for the fund.
06/26/2019
Having launched on International Women’s Day this year, the Network is seeking to change the financial sector to better cater to the needs of women.
06/25/2019
This type of lead scoring is also very focused on short-term sales—that is, finding any advisor for sales to call who seems interested enough to buy now.
06/25/2019
EFG is also announcing the appointment of Pedro Rego as the new Head of its Portugal branch, effective May 2019.
06/25/2019
Boston Private’s Ambitious Growth Plans
The bank hopes to have $50 billion in AUM by 2022
06/25/2019
Returns take a backseat as investor motivations evolve
06/25/2019
In recent years, there has been a consolidation within Switzerland’s fragmented wealth management landscape, as the steady erosion of the nation’s famous banking secrecy made it less attractive for foreigners to stash cash in Switzerland, cons
06/25/2019
Singapore’s sovereign wealth fund GIC and private equity investor Hellman & Friedman acquired Allfunds in 2017 from Intesa Sanpaolo Group, Santander Group, General Atlantic and Warburg Pincus, with an eye towards expanding its reach.
06/25/2019
The new firm, Azura, is targeting billionaire clients in Monaco and London.
06/25/2019
UK-based wealth manager enhances digital experience for HNW clients
Offers a range of investment management and wealth planning services
06/25/2019
Wealth manager secures funding for acquisitions
The wealth management group said it was pursuing acquisitions in the UK and internationally, confirming a "number" of deals were in the advanced stages of negotiation.
06/25/2019
KBL recently made a non-binding offer to Bank am Bellevue after conducting due diligence, according to three people familiar with the matter.
06/25/2019
In talks to acquire stakes in British firms