10/13/2020
WeekWatch by St. James’s Place
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.
Wealth and Asset Management
10/13/2020
Private wealth and the Isle of Man
The island's population is divided almost equally between those born and raised locally, and those that have relocated there.
10/13/2020
The Shifting Priorities of Entrepreneurs in the Time of Covid-19 by Coutts
The vast majority of entrepreneurs surveyed (85%) put access to cash at the top of their list, with 81% of respondents also ranking cheaper borrowing costs as a top tool.
10/13/2020
Sandaire losses jumped 88% ahead of Schroders deal
Sandaire has announced a third year of consecutive losses of £3.4m, as the multi-family office prepares to be acquired by Schroders.
10/13/2020
Outsourcing fund administration for efficiency
The main reasons include: increased LP and investor pressure around transparency; the requirement for secure, institutional-grade technology; governance challenges; and the pace and complexity of regulatory change - think AIFMD, FATCA, CRS and BEPs and mo
10/13/2020
Pictet launches tech private equity fund
The fund is the first thematic fund from Pictet Alternative Advisors, a wholly owned alternative investment business of Pictet Group, and will be distributed internationally by Pictet Asset Management.
10/13/2020
Advice network unveils graduate pathway scheme
It wants to offer ’employment prospects for our young’ whose opportunities are ‘looking bleak’
10/12/2020
The race to be the next Hargreaves Lansdown
Fund groups are targeting the wealth market to revive falling revenues — but face an uphill struggle
10/12/2020
Leonteq expands into Italy
More than 1,000 Leonteq certificates are listed on EuroTLX and SeDeX. EFG International launched products on EuroTLX via Leonteq’s platform earlier this year.
10/12/2020
Sentiment within asset and wealth management improves as profits recover
AMs post rise in business volumes
10/12/2020
BMO GAM to bolster Brewin Dolphin engagement efforts
Partners with 'REO' service
10/12/2020
The Big Interview: PIMCO’s Blute reveals reasons for calling time on ETF partnership with Invesco
Ended ETF partnership with Invesco in April
10/11/2020
Bank of Ireland eyes rich pickings in wealth management acquisitions
While Bank of Ireland is understood to be actively scouting for potential acquisition targets, a bid for Goodbody Stockbrokers is not under consideration.
10/09/2020
Whitman Asset Management announces launch of Private Client Investment Management Division with new hires
Whitman now has two core business divisions.
10/09/2020
Pictet seizes on global stock market mispricing surge with new hedge fund launch
The fund is managed by senior investment manager Matthieu Fleck – who led the launch of the original TR-Atlas strategy in November 2016 – along with a Geneva-based team comprising Adrien de Susanne d’Epinay, Yassine Fki and Philip Wilson
10/09/2020
Maintaining Prosperity During Turmoil byJohn Vail, Nikko Asset Management
Investment Insights by our experts and thought leaders
10/09/2020
How impact investing is making a difference
Eleonore Bedel explains how helping BNP Paribas Wealth Management clients to make the right investment decisions can create a greater impact for all
10/09/2020
Nutmeg losses spiral to £21m
Nutmeg has attempted to diversify its revenue streams in recent years.
10/09/2020
Schroders wins £1.2bn Santander mandate; UK equity team joins
The six mandates Schroders has been appointed manager of amount to £1 billion of UK Growth assets and £200 million of UK Income assets.
10/09/2020
Emerging from Crisis – Reshaping family offices
Maintaining close client relationships despite travel restrictions and social distancing measures has been a challenge.