05/17/2018
AJ Bell profits jump 24%
AJ Bell’s latest interim results are its most profitable as it eyes a premium listing on the London Stock Exchange.
Wealth and Asset Management
05/17/2018
Natixis hunts for hires in LatAm wealth market drive
The program led to the repatriation of more than $17 billion, opening up an opportunity to offer onshore, tax-efficient products.
05/16/2018
JP Morgan seeks majority stake in China joint venture
JP Morgan also announced in the statement the appointment of Mark Leung as chief executive officer of the company’s China operations effective May 14.
05/16/2018
Lombard Odier IM in high-end funds partnership with Credit Suisse AM
Juan will be supported by Ingrid Nouhaud, Analyst in Lombard Odier IM’s High Conviction Equity team.
05/16/2018
The winners: Top Women in Asset Management Awards
The #MeToo movement has helped to not only uncover egregious abuses
05/16/2018
2017 strong momentum intact, private banks expect another good year
Despite volatile markets in Q1, optimism remains high
05/16/2018
Which firm is advisers' favourite DFM?
Annual Defaqto survey
05/16/2018
Outcome of the Valartis Group AG General Meeting 2018
Endorsement of Group consolidated financial statements, Management’s discussion and analysis and annual accounts for FY 2017
05/16/2018
Brewin Dolphin pre-tax profit soars 20%
The Board declares an interim dividend of 4.4p per share.
05/16/2018
Union Bancaire Privée onboards a new U Access strategy on its alternative UCITS platform
The fund offers daily liquidity and employs an arbitrage approach combining a core yield (Merger Arbitrage) component
05/16/2018
Chinese adoption of online wealth management products second only to US, says report by Boston Consulting and Lufax
Tech-savvy consumers, rapid growth in internet financing platforms and the ‘go smart’ trend among financial institutions behind growth
05/16/2018
Coutts: Don't look back in anger & Four is the new 15
Don’t look back in anger
05/16/2018
BNP Paribas Wealth Management: Tailoring its future to fit the new Asia
The firm grew its AUM by more than 15% a year from 2012 to 2017
05/16/2018
Brewin's profits surge by 20%, but MPS flows slow
Brewin said overall, total net funds flows of £0.9 billion over the six months were offset by lower investment returns in the March sell-off, although its AUM has since risen to around £41 billion by the end of April, aided by the market rebou
05/16/2018
7IM enters pensions market with Sipp launch
There is an annual fee of £100 for Sipp accounts below £75,000 and no charge applied above that.
05/15/2018
Single-Family Offices Clandestine Investments In Private Companies
As more and more single-family offices are participating in conclaves where entrepreneurs congregate, they are joining these gatherings while not disclosing they are single-family offices.
05/15/2018
Security Bank opens new investment fund
This fund enables wealth management clients and retail investors to invest in firms that can attain long-term, stable and above-market earnings growth, it added.
05/15/2018
Christian Fringhian: «The System Is to Everyone's Profit»
The former fixed income banker is targeting entrepreneurs at mid-sized firms, but also building relationships with yield-starved institutional investors such as pension funds and hedge funds.
05/15/2018
Is Envestnet’s market dominance also its weakness?
The always-opportunistic Envestnet insured itself a pole position in data aggregation and analytics, one of the sexiest tech areas in the business, by acquiring the innovative Silicon Valley firm Yodlee three years ago.
05/15/2018
Clients’ digital ways have advisers jumping headfirst into fintech
Startup financial-technology companies, commonly referred to as “fintech” providers, typically offer clients financial-service products that are more cost effective and easier to access than traditional bank offerings.