04/11/2019
“One interesting aspect of the PTC-type arrangement is that it often allows younger members of the family to get involved, whether directly or indirectly,” said Simon.
04/11/2019
Data integrity and well-documented processes also ease the transfer of a firm’s business to new owners and the onboarding of new users.
04/11/2019
While we expect clients to continue adjusting their portfolio allocations during the second quarter, we see ongoing engagement with clients on new mandates and, in particular, continuing strong demand for our total return strategies.
04/10/2019
It has been summarized with a blend of primary and secondary research techniques.
04/09/2019
Glass Lewis's recommendation in the non-binding vote comes as Swiss ethical investment proxy adviser Ethos also urged shareholders reject the pay report.
04/09/2019
Northern Trust will provide fund administration and depositary solutions for CCAs new Irish Life Settlements Irish Collective Asset-management Vehicle
04/09/2019
The growth of trade and a monetary system across Renaissance-era European society created a demand for institutions that could store personal and commercial assets securely, and even make loans to people in need of a cashflow boost.
04/09/2019
Some material differences: the average Balanced model has much less fixed income exposure than the DP allocation midpoint
04/09/2019
To support that goal, it gave a commitment to develop and hone the regulatory and legal approach to provide the most supportive environment globally for the servicing of private capital and wealth.
04/08/2019
Now 36, Hogg retired from the sport last year after a 16-year career in which he helped secure a couple of Calcutta Cups and became the first Scotland forward to score a hat-trick of tries for 20 years.
04/08/2019
Catalyst merges with Global financial services specialists
Market-leading financial services firms set to create global specialist consultancy
04/08/2019
The same is happening in financial services outsourcing.
04/05/2019
UBS said to weigh asset management merger
The company has been assessing the market for at least a year as dealmaking picks up across the industry, according to the people.
04/05/2019
Alan Knowles, managing director of Cura Financial Services and Chair of the PDG, said: “We are delighted to see St James’s Place Wealth Management and Essential Insurance join the PDG.
04/05/2019
The fund has returned 28 per cent over the past three years.
04/04/2019
Billionaire's hedge fund bets £60m that shares in Ryanair will fall
Short-selling position taken in early February is first of this size reported on budget airline
04/04/2019
How to keep wealth in the family
Describe the challenges of passing on assets later in life
04/04/2019
UBS eyeing asset management merger with DWS – reports
Swiss bank could combine businesses and spin them out as separate entity
04/03/2019
Nucleus' chief executive David Ferguson said the results were positive given a number of challenges facing the platform market.
04/03/2019
The duo have also entered into a cooperation agreement about recommending clients