Bearish positioning increases the risk of a market rebound
World inflation nowcaster: long-term (left) and recent evolution (right)
Wealth and Asset Management
15515 articles found
Light at the End of the Tunnel?
The maximum drawdown in the current fall of 2022 has been 16%
PraxisIFM reports solid results as business embarks on a new growth era
The Group is also targeting a more balanced portfolio, with Private Wealth currently accounting for two-thirds of revenue.
SS&C’s Black Diamond Wealth Platform Reaches $2 Trillion AUM
Fast-Growing Independent Wealth Management Firms Utilize Technology and Tools to Drive Scalable Growth
Julius Baer cuts Moscow ties; outlines Russia exposure
Julius Baer, which has been complying with relevant national and international sanctions on Russia, stopped accepting new Russian clients following Russia’s invasion of Ukraine.
Major Credit Suisse shareholder calls for CEO to be replaced
A managing partner at Artisan Partners told Reuters that Thomas Gottstein should be removed from his position due to poor performance during his tenure.
Cazenove Capital grows Wealth Planning team across the UK
The recent appointments mark the latest in a series of strategic hires to grow Cazenove Capital’s Wealth Planning
Schroders celebrates first anniversary of Schroder Investment Solutions
This aligns with Schroders’ recent adviser survey which revealed that 75% of advisers saw an increase in the number of clients asking for sustainable investment options in 2021.
Approach philanthropy as you would your wider investment strategy – Kate Boswell
Helping clients develop a framework for their philanthropic giving
Cazenove Capital’s CEO named one of the 50 Most Influential in UK Wealth management for third consecutive year
Cazenove Capital and the Schroders Wealth international businesses enjoyed a very successful 2021, with organic net flows from new and existing clients of over £3 billion.
ABN AMRO reports net profit of EUR 295 million in the first quarter
Demand for credit was good and both the mortgage and corporate loan books grew.
Apex Group announces major acquisition
This strategic acquisition adds $200bn of Assets under Administration and $17bn of Assets under Management to the Apex platform.