Oddo BHF launches ‘hybrid’ venture capital fund
The new strategy aims to build a portfolio of investments in venture capital funds and unlisted technology companies from around the world.
Wealth and Asset Management
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Over a quarter of the world’s wealth is controlled by 500 money managers: Why they matter
Here’s why your investments can hold much more global influence than you think
Citywealth publishes Top 20 Trustees list
Citywealth has published its 2023 Top 20 Trustees ranking, highlighting key figures in the wealth management and private client sectors.
Credit Suisse Loses Over $200 Billion of Wealth Assets in 2022
In addition to adverse market conditions, the bank was significantly impacted by asset outflows which totaled 95.7 billion francs in 2022, including 92.7 billion francs in the fourth quarter.
How Arbuthnot Latham plans to 'disrupt' the DFM market
The DFM service is available for clients looking to invest at least £500,000.
SafeGuard Asset Management appoints Apex Group for fund services
The SafeGuard CORE ONE Fund seeks to provide investors with a level of predictability in an unpredictable world.
2022 ends with a record annual outflow from retail funds of £25.7 billion
This is the first time that an annual outflow has been recorded, with the next lowest sales total coming in 2008 during the Global Financial Crisis at £4.2 billion.
Lombard Odier tailors strategies for risk profiles
The 60/40 allocation is not diversified enough and portfolios can be better balanced with the inclusion of alternatives, according to CIO Stéphane Monier.
Evelyn Partners acquires Leathers LLP
Deal will expand the firm’s professional services presence in the North of England
Vontobel delivers satisfactory result for 2022
Wealth Management business in particular continued to perform well. In the current uncertain environment, wealth management clients displayed a preference for quality and expertise that benefited Vontobel.
Stonehage Fleming backed away from Swiss acquisition targets due to price
The firm still hopes to buy complementary businesses in the country. ‘When we find the right thing we would be absolutely delighted to make an acquisition,’ says CEO Chris Merry.
Jupiter cuts investment in unlisted assets for open-ended funds
Change in investor sentiment