05/25/2017
After surviving five changes of ownership, along with a drastic switch in its client base, KBIGI has hit a sweet spot in the specialist space and aims to double assets under management to €20bn within the next four years, writes Gretchen Friemann
05/25/2017
In the wake of our cover story on acquisitions this week, the bosses of two major brands reveal how they pick and value their adviser targets
05/24/2017
Mr Mancini said industry bodies such as the BVCA and AIMA were providing a degree of pushback to ensure that exemptions for the funds industry were guaranteed, but BEPS still had a long way to evolve.
05/24/2017
It will rebrand BNP Paribas Investment Partners to BNP Paribas Asset Management as of June 1.
05/24/2017
Events including the Brexit referendum and Trump’s election had led some commentators to predict a generalised global “backlash” against free markets.
05/23/2017
Digital attackers are cheaper, faster and less emotional at filling portfolios with the right stocks and bonds.
05/23/2017
Fund Administration changes hands
It provides services and administration to around $7 billion in assets.
05/23/2017
Fiona is an advocate for Responsible Investment and has been an active member of Unigestion’s Responsible Investment Committee since its inception five years ago.
05/23/2017
Apfa director general Chris Hannant said the merger could not be confirmed until this vote takes place.
05/22/2017
The firm may use a single platform strategy while always being aware of suitability factors.
05/22/2017
Move comes three years after lender aborted first expansion plan in private banking.
05/22/2017
Julius Baer assets under management swell at start of 2017
This increase was driven mainly by broadly equal improvements in the client-activity-driven and asset-based components of net commission and fee income
05/22/2017
Our regular video series continues
05/22/2017
CMB Wealth was launched in 2015 by ex-Coutts investment director Julian Soper and Savio Figueredo, formerly a director at Barclays Wealth & Investment Management.
05/22/2017
The service is set to launch next quarter and the portfolios will carry an all-in fee of 0.65% with no minimum investment.
05/22/2017
Online investment platform AJ Bell has reported rapid growth in its revenues after it added almost 12,000 customers in the space of six months.
05/19/2017
The net interest margin and bad debt ratio both remained broadly stable on the first half.
05/19/2017
The team will, in addition, provide services in the areas of capital market M&A and strategic advice.
05/19/2017
The proposed acquisition, expected to complete in the third quarter of this year, is in line with Gresham House’s strategy to grow both organically and through acquisition
05/19/2017
All statements in this release relate to that period unless otherwise indicated.