BlackRock veteran partners with P1 to launch impact wealth firm
Nick Stoop’s new firm, Pangea Impact Investments, will build impact-focused model portfolios.
Wealth and Asset Management
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JTC Wins at Citywealth Brand Management and Reputation Awards
The winners were announced at an event in London earlier this week
MyEva, by Wealth Wizards, expands their Sales & Business Development team
The new team all have a background in employee benefits, and recognise that financial wellbeing is high on the agenda for many HR and Reward departments, forming part of a holistic wellbeing strategy.
Northern Trust Expands With New Jacksonville Office
20th Office in Florida Demonstrates Longstanding Commitment to State
Russian Gold Finds its Way Into Switzerland
The removal from the so-called good delivery list means Russian gold and silver producers can no longer trade their newly minted bars in London.
Swiss Private Bank Bergos AG Selects New Access SA to Support Its Digital Transformation
The bank focuses on asset management and advisory, offering services beyond money such as Art Consult and Multi Family Office Services.
When the commodity traders flee from Geneva to Dubai
So while Switzerland suffered for decades from the general suspicion of having a lax attitude towards all kinds of trading activities, a trend reversal now seems to be in the offing.
Liontrust picture gets cloudier after £2.5bn annual inflow
Liontrust’s flows turned negative in the final three months of the financial year in the challenging market conditions.
Swiss Life AM looks for IG portfolio manager
The position is part of a team managing corporate bonds globally for internal and external institutional clients, and responsible for credit derivative strategy and positioning.
France's BNP Paribas transfers wealth management ops in Brazil to Bradesco
The migration to Bradesco's private bank will happen over the next month.
Wealth managers 'leaving money on the table' with UHNW focus
The lower HNW and affluent segments have been undervalued [by asset managers] and underinvested in, which has limited value creation at the industry level.
Senior impact and wealth specialists join Tribe in continued business growth
Also joining Tribe and the growing wealth management team is James Marti.