05/23/2022
White Paper: The Future of Fund Management
The race for differentiation: How fund managers are changing the range of the products they offer and the way they provide them, to meet rising investor appetites for new asset classes, differentiate their brands and protect their margins
05/23/2022
HSBC Executive Suspended Over Climate Change Comments
Unsubstantiated, shrill, partisan, self-serving, apocalyptic warnings are ALWAYS wrong, Kirk wrote in one of the presentation slides at the event.
05/23/2022
These findings are highlighted in the sixth Annual Salary Guide into Scotland’s financial service sector from Core-Asset Consulting.
05/23/2022
The acquisition saw Rathbones’ in-house financial planner numbers increase from 25 to 80
05/23/2022
Brooks Macdonald buys Warwickshire-based IFA
The acquisition will be funded through existing financial resources and will be paid in two tranches, with an element of the consideration linked to a three year growth target.
05/23/2022
The growth is such that the total wealth of billionaires all over the world is now equivalent to 13.9% of global GDP
05/20/2022
Canadian advice tech firm enters UK market
This engaging process is improving experiences for advisors and clients while helping firms to deeper serve their customers.
05/19/2022
Vanguard’s Kunal Mehta discussed what Swiss investors want from active fixed income at the Finanz 22 event in Zurich.
05/19/2022
Markets fear trouble ahead for privately held companies with larger debt loads than their publicly listed peers.
05/19/2022
This investment is a perfect fit to Mirabaud Patrimoine Vivant’s mission of supporting the development of European houses possessing unique know-how, alongside outstanding managers.
05/19/2022
He alleged that he had been promised a retention award of £1 million of Canaccord shares in summer 2015.
05/19/2022
Significant improvement in gross margin and adjusted cost/income ratio compared to second half of 2021 – Assets under management impacted by markets downturn and client deleveraging – Julius Baer well on track to deliver on 2022 targets
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