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
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
Investment Insights by our experts and thought leaders
10/09/2020
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 has attempted to diversify its revenue streams in recent years.
10/09/2020
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
Maintaining close client relationships despite travel restrictions and social distancing measures has been a challenge.
10/09/2020
"I am ready to support the growth of the bank and to back plans that I hope will be ambitious," Del Vecchio said.
10/09/2020
Olsen observes how the technology challenges asset managers face in Singapore and elsewhere are hard to generalise, since they largely depend on the nature of the particular business.
10/08/2020
2020 has been 'difficult for all firms'
10/08/2020
To offer training to financial advisers
10/08/2020
RiskAvert is a robust, automated platform that helps banks precisely calculate the regulatory capital adequacy and produce reports under the current EBA requirements in a natively integrated, yet modular environment.
10/08/2020
Wealth management firm makes acquisition just four months into the Scottish market
Stuart Wallace said: “Prydis Wealth Scotland are proud to announce the acquisition of Virtuo.
10/08/2020
Overall, growth prospects depend on many factors, including the duration of new outbreaks
10/08/2020
We follow in the footsteps of Ian Berry, small-cap equity analyst at Canaccord Genuity. Find out the best and worst bits of his job as well as what box set he likes to binge on.
10/08/2020
The partnership will include Ethos exercising voting rights as a shareholder.
10/08/2020
“The main improvements needed would be around the acceptance of electronic signatures, but I have seen improvements in this since Covid hit the UK with some platforms now accepting them.”
10/07/2020
Launch comes a week after Brewin cut VAT across active and passive MPS
10/07/2020
It was both a natural fit and our responsibility to partner for the seventh time with the next Rugby World Cup in France in 2023.”
10/07/2020
Moody’s added that growth in the retail market has created “attractive” opportunities for asset managers because margins on retail and wealth management products are comparativelyhigh, despite some competitive pressure.