03/29/2017
Bond king Bill Gross agrees to settlement in lawsuit against Pimco, ending nasty dispute
Gross had sought damages of more than $200 million.
Wealth and Asset Management
03/29/2017
Swiss Banks Warn on Data-Sharing
The system is already in use in exchange with some 38 countries.
03/29/2017
BlackRock cuts managers and fees in active equity overhaul
The firm said the plan would save investors around $30 million per annum in lower fees.
03/29/2017
Wealth Management in 2017: Oh, the Humanity!
At the 2017 CFA Institute Wealth Management Conference, speakers explored different aspects of the adviser’s role and the ways that a human perspective can be applied to deliver value to clients.
03/29/2017
Citi Private Bank Teams with Campden Wealth to Produce Top 50 Global Challengers Study
The new research celebrates the growth of mid-sized family businesses around the world.
03/29/2017
Taking the alternatives route in Asia
The plan is to introduce more established strategies in the region and potentially launch new alternatives products this year.
03/29/2017
BlackRock tracks MSCI Index with green bond fund launch
The Green Bond Index fund is the fund house’s latest product that falls under the ESG banner.
03/29/2017
Genpact expansion in Glasgow brings 300 jobs
This is thanks to our exceptional skills, business infrastructure, low cost base and global business network.
03/29/2017
Rankings shake-up for top 10 fund managers
Franklin Templeton and Carmignac give ground to Nordea , Robeco, and Pictet in key annual survey of a €2.8 trillion industry
03/29/2017
Top 10 asset management brands in Europe
Fund Buyer Focus has published its brand rankings for asset managers in Europe
03/29/2017
A wealth of knowledge and industry expertise reaps rewards for Brewin Dolphin
Brewin Dolphin is one of those major players.
03/29/2017
SEI’s Williams: The need for advice is greater than ever, but so are the costs
“Is the risk of doing something greater than the risk of doing nothing?”
03/28/2017
State Street’s Center for Applied Research Reveals Industry-Wide Shift as Investors Find Sustainable Value through ESG
State Street Strengthens ESG Capabilities Across Organization to Meet Increasing Client Demand
03/28/2017
Navigating a new private banking reality in Singapore
The first is more along the lines of a universal approach, either by international or regional players.
03/28/2017
Why CPN launched an LGBT wealth specialist
CPN Investment Management is our trunk line business, and now we have launched Equality Capital as our impact investing arm.
03/28/2017
ICBC in Wealth Management Deal
To set up a special fund to collaborate in four key business areas - corporate finance, asset management, capital markets and wealth management.
03/28/2017
Paul Pagnato Shares Best Advisory Practices At Forbes/SHOOK Inaugural Top Advisor Summit
Forbes and SHOOK Research Invite Paul Pagnato To Speak At 2017 Top Advisor Summit
03/28/2017
Vaudoise Buys Swiss Fund Manager
It will lead to benefits of scale in the purchase of large real-estate projects.
03/28/2017
Bringing a wealth structuring mind-set to the Philippines
As a result, the scope for more comprehensive planning, support and education is clear.
03/28/2017
The Many Hats of the Modern Wealth Manager
The research reveals that to counter the challenging market conditions, younger investors are turning to proven asset protection and investment structures – like life assurance – to safeguard their wealth.