05/19/2022
Bearish positioning increases the risk of a market rebound
World inflation nowcaster: long-term (left) and recent evolution (right)
05/19/2022
World inflation nowcaster: long-term (left) and recent evolution (right)
05/19/2022
The maximum drawdown in the current fall of 2022 has been 16%
05/19/2022
The Group is also targeting a more balanced portfolio, with Private Wealth currently accounting for two-thirds of revenue.
05/19/2022
Julius Baer, which has been complying with relevant national and international sanctions on Russia, stopped accepting new Russian clients following Russia’s invasion of Ukraine.
05/19/2022
A managing partner at Artisan Partners told Reuters that Thomas Gottstein should be removed from his position due to poor performance during his tenure.
05/18/2022
The recent appointments mark the latest in a series of strategic hires to grow Cazenove Capital’s Wealth Planning
05/18/2022
This aligns with Schroders’ recent adviser survey which revealed that 75% of advisers saw an increase in the number of clients asking for sustainable investment options in 2021.
05/18/2022
Helping clients develop a framework for their philanthropic giving
05/18/2022
Cazenove Capital and the Schroders Wealth international businesses enjoyed a very successful 2021, with organic net flows from new and existing clients of over £3 billion.
05/18/2022
Demand for credit was good and both the mortgage and corporate loan books grew.
05/18/2022
This strategic acquisition adds $200bn of Assets under Administration and $17bn of Assets under Management to the Apex platform.
05/18/2022
Ninety One proposed a final dividend of 7.7 pence, resulting in the full-year dividend increasing 16 percent to 14.6 pence a share.
05/18/2022
The awards look to celebrate the achievements of firms and individuals over the past 12 months by recognising outstanding work, impressive strategic growth and excellence in client service.
05/18/2022
Winners were revealed at last night’s black tie gala dinner in London
05/17/2022
The JISA will have access to the full open architecture suite of funds currently available to Wrap users and can also accept transfers of funds currently on the platform.
05/17/2022
South Africa is a well-established market, and it has a lot of positives from an investment perspective.
05/17/2022
The top three reasons that institutional investors globally cite for increasing their allocations included: diversification benefit versus current holdings (56 per cent), highly liquid market (48 per cent) and favorable ESG prospects (47 per cent).
05/17/2022
Building wealth is a priority for many people, and estate planning is a critical component of managing that wealth by ensuring your money is passed on in ways that align with your values.
05/17/2022
The wealth manager said this will increase diversification and reduce manager-specific risk.
05/17/2022
He is currently in talks with private equity firms about Wildcat’s expansion plans.