IFA consolidator sets up investment management arm
It will be ‘radically different from traditional DFMs’
Wealth and Asset Management
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Empaxis and EXL forge wealth management pact
Pairing Empaxis' extensive middle- and back-office expertise, with EXL's proven data, analytics, and digital operations capabilities, this alliance will allow both firms to scale their wealth management solutions offerings.
UBS, Deutsche Bank focus on India's wealthy while interest in China wanes
“We are witnessing increasing interest among resident Indian investors to build portfolios in international markets.”
Mixed signals as rate hikes continue
The good news is that real disposable income has started growing again, helped by the lower monthly price increases and the strong labor market.
Investment Banking Slump Hits Credit Suisse Hard
Compared to the bumper year of 2021, that's $34 billion less.
Bain & Company and AIPB: "Private Banking towards new customers, models and profitability"
Almost 60% of assets at the end of the decade will in fact be invested in innovative products, with a change also in distribution and work models.
André Helfenstein Holds Forth on Unhappy Credit Suisse Clients
The bank's problems stem not from its home market, but outside it, adding it had an impact on the mood among staff and clients.
Ex-HSBC and Coutts heavyweight launches DFM arm for Radiant
Consolidator Radiant Financial Group has taken a swipe at benchmark-hugging wealth managers as it launches a discretionary fund management service fronted by Minesh Gajjar.
Pictet Asset Management launches Total Return-Lotus fund
These market conditions create unique opportunities to generate alpha outside of a traditional long-only approach.
How Nicola Wealth is doubling down on the institutional space
New leaders in firm's institutional division pave the way for institutions to benefit from the firm's expertise, first-class service, and multi-asset approach to investing
UBS Asset Management and J.P. Morgan Execute First Electronic Bilateral Trade via FlexTrade's FlexFI
Actionable liquidity on European credit is now seamlessly available within FlexTrade's EMEA trading workflow.
Parmenion adds RBC Brewin Dolphin and Morningstar portfolios to adviser platform
They will also still be able to access Parmenion’s own DFM model portfolio solutions.