03/04/2020
The entities now under Edmond de Rothschild REIM form a consistent and comprehensive European network of 9 offices and 120 employees, with an initial €10.4bn of assets under management and significant potential for future growth.
03/04/2020
Credit Suisse Investment Partners is combining the convertible bond business of Credit Suisse Asset Management and AgaNola.
03/04/2020
Smaller clients will be transferred to the firm's multi asset funds as chief executive Penny Lovell aims to increase its average portfolio size to at least £1m.
03/03/2020
Current clients will not be affected and have all options still available to them
03/03/2020
Portfolio Optimiser allows users to either create their own structured product for analysis
03/03/2020
Very soon, a new generation will be controlling investment decisions with a different approach and strategy.
03/03/2020
This is an important milestone in our efforts to use our combined professional experiences to collectively grow and reach new heights in terms of service and distribution."
03/03/2020
Within fixed income, emerging market (EM) bonds are set to recieve the most inflows as 65% of the respondents said they are expecting to up their exposure to the asset class within the next 12 months.
03/02/2020
Jupiter’s swoop for Merian shows how times are changing in the sector as bold moves replace the normally staid practices of fund handlers
03/02/2020
At the end of last year Schroders embarked on a restructuring drive which could lead to 200 job cuts globally.
03/02/2020
The shares will list on the London Stock Exchange on March 10 and the cash raised will be retained by the parent company.
03/01/2020
The 216-year-old group, chaired by Michael Dobson and still controlled by the Schroder family, has traditionally split out its performance along the lines of retail and institutional fund management.
02/28/2020
2019 has seen the issues of environment and sustainability dominate the headlines.
02/28/2020
It has also been reported that the new office has already managed to raise some €300m of new capital.
02/28/2020
Client assets up 16% to CHF 299 billion
02/28/2020
In addition, UBS’ board of directors will reduce fees for all of its members and eliminate the share price discount, effective from the 2020 annual general meeting.
02/27/2020
ZEDRA has a proud track record of supporting local communities in the countries it operates in around the world.
02/27/2020
Record funds under management and confidence in our business underpins 5% increase in final dividend.
02/27/2020
The Hurun Global Rich List 2020 ranked 2,816 billionaires from 71 countries and from 2,182 companies.
02/27/2020
Despite this the advice firm reported "record" funds under management of £117bn last year, up from £95.6bn in 2018