09/22/2020
WealthSelect takes profits following market highs and adds to UK and Europe
Within each region the portfolios have focused the reductions in growth managers which have outperformed, with value managers being topped up.
09/22/2020
Julius Baer pulls AT1 as markets deteriorate
Bookrunners Citigroup and Deutsche Bank opened books for the perpetual non-call seven-year Reg S deal during Asian hours with initial price thoughts of 4.5% area for an expected size of US$350m.
09/22/2020
UK firm's new arm to offer high net worth Indians value-add investments
Investors from the Indian sub-continent are very familiar with investing in UK real estate, in particular the residential buy-to-let asset class and second homes.
09/21/2020
7IM has streamlined the process by reducing the amount of information and number of signatures needed on application, as well as allowing for e-sign and docu-sign capability.
09/21/2020
2020 has seen numerous global events impact investor portfolios
09/21/2020
Late Summer Sunshine for Investors
August sun shone on the equity markets, with the mood especially good in the US and Japan
09/21/2020
The new Watford based branch will provide discretionary and advisory investment services to clients based all over the UK.
09/18/2020
The company has been vocal in recent years about its plans expand through acquisition in both the UK and US, securing £80m of funding in September last year with investment management firm Pollen Street Capital to fund its pipeline.
09/18/2020
Fund IV was significantly oversubscribed and has a global investor base spanning Europe, North America and Asia.
09/17/2020
For Avaloq, these challenges can be traced back to four megatrends: wealth shifts, socio-behavioural changes, technological evolution and economic & monetary turmoil.
09/17/2020
“Our digital experience for advisers and clients - complementing our face-to-face relationships - will be market-leading.”
09/17/2020
As a response, it is launching three new funds on 21 September, named Prudence InRetirement, Balance InRetirement and Growth InRetirement, to reflect their distinctive investment objectives.
09/17/2020
Credit Suisse Asset Management has partnered with Qatar Investment Authority to create a private credit platform.
09/17/2020
The inaugural Citywire Club Survey has revealed that multi-asset managers have little confidence in the UK’s economic recovery from the Covid-19 market crash.
09/16/2020
Sport has seen its fair share of problems when it comes to financial planning
09/16/2020
Robust results in the face of very challenging market conditions
09/16/2020
This will be achieved through the granting of an even greater degree of decision-making authority and increased accessibility to specialist expertise, although in fewer locations.
09/16/2020
The three-strong fund range was launched based on growing client demand for retirement products
09/16/2020
The Prime Partners CIO is positive about emerging markets, particularly Asia.
09/15/2020
Consultancy Alpha FMC’s Wealth Management Digital Readiness Survey found just 23% of firms think their online services meet client expectations.