03/30/2017
The Future Of Financial Advice And Wealth Management
Calcagni’s firm completed six acquisitions of smaller advisory firms in the last six months.
Wealth and Asset Management
03/30/2017
WH Ireland private client assets climb to above £1bn
The group provided no further context for the outperformance.
03/30/2017
Harwood taps investors for £10m to extend buying spree
Client assets under management more than doubled from £276 million to £693 million.
03/30/2017
SJP under the microscope: Where does the profit come from?
Though turnover grew from £590m to £667m, losses doubled from £12.9m to £25.7m as the cost of sales increased.
03/30/2017
BlackRock’s Swan expands role as three managers exit
The asset manager has also decided to move leadership for its GEM strategies to Asia.
03/30/2017
Harwood Wealth Management to raise £10m to fund acquisitions
Shares in Harwood Wealth Management were down 20.98% to 171.87p at 0926 BST.
03/30/2017
UBS Asset `Doubling Down' on China's $8 Trillion Bond Market
Briscoe said that the inclusions are the “warning shot across the bow for everybody to get ready.”
03/29/2017
Lombard Odier: Asian Expansion by Alliance
The two banks will co-manage the risk-based funds as the core investment vehicle for private-banking clients in the Philippines.
03/29/2017
Chill winds blow across Asia private banking
Rising costs and tighter regulations forcing weaker players out
03/29/2017
Bob Diamond & Co. to Take Panmure Gordon Private
Despite initial reports, the move to bolster a key U.K. stockbroker may not be a vehicle for the former Barclays CEO’s comeback.
03/29/2017
Asset Risk Consultants fill a void in Canada with new private client indices
There are a lot of data providers that compare fund managers and provide peer group analysis.
03/29/2017
Credit Suisse Progress Buys Thiam Breathing Room on Capital
The bank is considering selling stock valued at more than 3 billion Swiss francs as an alternative to the IPO, people with knowledge of the matter said last week.
03/29/2017
Gresham House AUM rises 50% in 2016
Chief executive Tony Dalwood says the firm’s aim is to produce sustainable and increasing profits through growth in AUM.
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.
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.