Erik Penser selects Macrobond to boost wealth management offering
Macrobond’s integrated analytical tools enable customers worldwide to find, analyse and visualise relevant data.
Wealth and Asset Management
15426 articles found
EIP: Global plans at Paradeplatz
As the specialized Zurich fund house announced on Tuesday, the fundraising for the European energy infrastructure fund has been completed - with more than 1 billion euros.
Acquisitive wealth managers see revenue rise despite economic uncertainties
Looking ahead the board remains positive about the Group’s prospects with the chief executive highlighting that they’ve seen “positive momentum continue to build, with greater client activity”.
Global Investment Research House Launches Fund Manager Search Engine
The Vadevalor fund manager search engine and ratings system is easy to use and to understand, and has been as warmly received by UK managers and professional investors as it was when we launched the platform in Spain.
Credit Suisse Teams Up With JPMorgan for Sustainable Food Fund
The banks want to invest in public companies working at the intersection of nutrition and climate change
Float like a butterfly, sting like a bee
The comforting signals include the massive supply response in production in the first half
Fairway Group’s Marketing team recognised for third year in a row
The Citywealth BMR Awards highlight the best brands in the private wealth industry
Wealth management set to be next battleground for Hong Kong virtual banks
The banks "need to work out how to keep the client money on their books, so wealth management makes sense as a product push.
ZEDRA sees record new client inflows and revenue growth in the UK
Following its acquisition of Inside Pensions, ZEDRA shares its latest press release on UK growth.
More of the Same – Unfortunately
The lack of agreement at the OPEC+ meetings may lay the ground for further upside on the oil price, more upward pressure on headline inflation, and possibly some better performance from the equity oil sector.
Credit Suisse Mulls Integration of Private Banking Units
Discussions were being held among Credit Suisse executives in Swiss municipality Bad Ragaz, some of whom believed that separation has not been effective while combining the three units could yield benefits.
Dakota Wealth Management acquires boutique wealth advisory firm
Strategic acquisition expands footprint into the Philadelphia area