JTC Acquires US Fund Services Business
Nigel Le Quesne, CEO of JTC, said: “We are very pleased to announce the acquisition
Wealth and Asset Management
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Julius Baer Group Ltd. places USD Perpetual Tier 1 Subordinated Bonds
The transaction will help to optimise Julius Baer Group’s capital structure and add flexibility.
Vontobel launches EM corporate bond fund
It has a fixed term of five years and aims to get an average investment grade rating and target yield to maturity of 4.7%.
NorthCoast Asset Management to Join Focus Partner Firm Connectus Wealth Advisers, Further Expanding Connectus' U.S. Footprint
Connectus is the ideal strategic partner with a strong cultural fit who would preserve the independence of our investment process and provide strategic support.
DBS: Wealth Management Connect is a win-win for all parties
The launch of the Wealth Management Connect scheme is important for the region’s development to encourage capital flows and investments among the 11 cities and turn them into an economic powerhouse.
David Booth’s Dimensional Flips $8 Billion of Assets Into ETFs
Dimensional in June became only the second U.S. issuer to pull off a conversion, transforming $29 billion worth of mutual funds into ETFs in an industry record.
Asset Management: UBS and CS are the elephants in the room
The nervous laughter of the assembled fund professionals echoed at him from the hall.
Standard Chartered eyes threefold increase in wealth management revenues from Greater Bay Area
Bank says its has applied to the Hong Kong regulators to launch wealth products, some of which will invest in new economy and new energy sectors
Rahim Daya: "Switzerland is the preferred destination for global money"
Switzerland is not just a good place to manage wealth.
Pictet's thematic private equity fund draws $350m
The Pictet Thematic Private Equity – Technology fund exceeded its initial target of $300m, signalling demand for private market tech investments.
Shift from third-party products not “dramatic” says TD wealth head
TD is one of several banks that is focusing on its own products and ending third-party offerings
Charles Stanley targets ‘post-Google/pre-planning’ clients
DIYers who want to find out more but are hesitant about paying a fee for a full financial plan