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.”
Wealth and Asset Management
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.
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