02/25/2019
M&G rolls out sustainable multi-asset fund
Fund will use an exclusionary ESG process and invest up to 20% in impact assets
02/25/2019
Fund will use an exclusionary ESG process and invest up to 20% in impact assets
02/24/2019
It is essential that the rules of doing business within the global financial system are not only well written but also robustly enforced
02/22/2019
Bank is hiring staff in Russia after founding local entity
02/22/2019
Turned over 40% of fund
02/22/2019
Commentators say it could rival SJP for drawing the ire of the advice industry
02/22/2019
French company to create second pillar at its German business
02/21/2019
Next steps in wealth management strategy defined
02/21/2019
Perspective acquires Wirral-based firm
02/21/2019
It has experienced impressive growth in assets under management in recent years with its network of some 2,500 tied advisers.
02/21/2019
In terms of trying to provide proper diversification for clients, we need to be careful about looking at historic correlations and assuming they will hold in the future.
02/21/2019
His suspension led to the liquidation of ARBF, an exodus of clients and share price collapse, which culminated in the exit of chief executive Alexander Friedman in November.
02/21/2019
Wealth managers have had a difficult period.
02/21/2019
This deal is the second Salu has completed this year with its partner Apex, with now more than $600bn in assets under administration and over 40 offices around the world.
02/21/2019
This acquisition allows us to continue to deliver high quality consistent advice from a trusted brand while also enabling us to build and expand our current services.
02/21/2019
He joined asset management group’s board in 1963
02/21/2019
GAM is on track to deliver against its group-wide restructuring programme to rebase costs and reduce complexity
02/20/2019
Lloyds says: “The joint venture will address the growing gap in the advice market through a personalised, advice-led proposition, backed by world-class investment expertise and best in class technology.”
02/20/2019
VLCMP is a Dutch intermediary in the field of risk management, absenteeism, pensions and private insurance, and also provides insurance solutions to Van Lanschot Kempen's private banking clients.
02/20/2019
"The goal for Finitor is to continue partnering with independent financial advisory businesses as we develop a national presence."
02/20/2019
The new feature is being introduced with pension search and transfer service MyFutureNow and is available to Wealthsimple clients through the company's award-winning website.