03/23/2021
How are asset managers and allocators maneuvering in the new normal?
Succession planning speaks more to the human capital aspect of equity-linked compensation for asset managers, hedge funds and private equity firms.
03/23/2021
In a regulatory filing published this morning (March 23), TEAM stated: “The board of directors of TEAM believes that Tavistock shareholders deserve the opportunity to decide on the merits of any offer."
03/23/2021
Blank cheque company in exclusive talks to buy wealth manager
A deal would be one of the first involving a US-listed SPAC and a UK-based financial services company, Sky News learns.
03/23/2021
The asset management group previously announced a partnership with private debt specialist Kartesia
03/23/2021
The investment from TA Associates will support the company's growth plans alongside current backer Synova.
03/22/2021
Julius Baer: Publication of the Annual Reports 2020
The documents are available online
03/22/2021
Barclays expands private bank to France and Italy in bid to grow EU business
“Despite the Covid-19 crisis, we have continued to see strong growth in assets under management,” Jean-Christophe Gerard, chief executive of Barclays private bank said.
03/22/2021
The super-rich are upping their entertaining game with £5,000 Zoom dinner parties and wine gameshows
Luxury brands and private clients alike are enlisting the help of Michelin-starred restaurants to ease their lockdown fatigue
03/21/2021
With many investors seemingly ready to write off the UK stock market, we address four common misconceptions about UK shares.
03/19/2021
Transparency over net zero plans vital in industry
03/19/2021
London-based Craven Street Wealth has acquired Kreston Reeves Financial Planning Ltd and Christchurch Investment Management Ltd.
03/19/2021
The SPW Global High Income and Emerging Market Debt fund will be jointly managed by Barings, BlueBay EMD, BlueBay HY and T Rowe Price.
03/18/2021
In the UK, Julius Baer International has signed up to the Diversity Project and the Women in Finance Charter, demonstrating the firm’s commitment to improving all aspects of diversity within the investment management industry.
03/18/2021
The programme looks to recognise and celebrate talented individuals
03/18/2021
Over the next 11 weeks, teams of Morgan Stanley employees in New York and London will work virtually with leadership teams at 12 nonprofit organizations to provide strategic recommendations to address their mission-critical challenges.
03/18/2021
Deal is a ‘significant milestone’ for its growth strategy
03/18/2021
Credit Suisse CEO Gottstein earns less than predecessor Thiam
The recent collapse of around $10 billion of funds related to British supply chain financier Greensill has put fresh pressure on him.
03/18/2021
Credit Suisse stuck to its guidance on capital and said plans to buy back at least 1 billion Swiss francs ($1.1 billion) worth of stock this year were still on.
03/18/2021
James Heathcote, Director at KHT UK said: “With a raft of recent tax changes, as well as further legislative changes undoubtedly on the horizon, the demand from clients for UK TCSP services has become increasingly apparent.”
03/17/2021
“Smart Alpha” – a new way to tap into active investment strategies
A new partnership between UBP and amLeague, a specialised index provider, allows investors to combine the advantages of active investment management with those of passive index tracking.