01/03/2020
ETFs are still one of the fastest growing investment products in Europe and Asia, and we are seeing increased demand from our clients for ESG-focused ETFs" HSBC GAM has been offering passive strategies to its clients for nearly three decades and has
01/03/2020
Buffett’s Berkshire Hathaway had just taken out the venerable ketchup maker with the help of trusted hunting partner 3G Capital and it had whetted his appetite for further big targets.
01/03/2020
US asset managers have been on regular buying sprees to acquire European asset managers.
01/03/2020
In the 2017 calendar year the company had net inflows of more than £9bn
01/02/2020
The proposal for the acquisition of ReAssure came after Swiss Re pulled June plans for its float on the London Stock Exchange and remained on the lookout to dispose of the business to better streamline its operations to continental Europe.
12/30/2019
Hampden & Co says transfer of loan book from Smith & Williamson has attracted more business from wealth managers
12/29/2019
Average pay at Rothschild was up 57pc to £316,000 for the year to December 2018.
12/27/2019
The CISI merged with the Institute of Financial Planning in late 2015 and has since sought to boost numbers in the financial planning profession, reporting "significant" growth in this area last year.
12/27/2019
All 16 private banking branches will remain open
12/23/2019
One of the main findings of the study is that family offices are very cautious about investments that conform to so-called ESG criteria.
12/23/2019
As adviser to the ultimate buyer, Mirabaud has demonstrated its due diligence, professionalism and its ability to facilitate the execution of a complex transaction in a timely manner, a key challenge in today’s real estate world.
12/23/2019
The Harwood Board therefore unanimously recommends that shareholders vote in favour of the resolutions relating to the Acquisition.
12/20/2019
Mattioli Woods has added £65 million to its coffers through the £1.6 million purchase of Turris Partnership for £1.6 million.
12/20/2019
Turris Partnership in Glasgow is taken over by UK-wide operator Mattioli Woods
12/20/2019
Formed in 2017, the principals of the firm are Keith Gregg and Derek Bruton.
12/19/2019
The Magic Circle Awards aim to celebrate the elite of the private wealth industry.
12/19/2019
The annual Magic Circle Awards identify the best advisers and managers in the global private wealth industry.
12/19/2019
So far, the Fund has been subscribed to by almost 3,000 clients of Fideuram - Intesa Sanpaolo Private banking networks.
12/19/2019
Today, many managed portfolio services have large teams of researchers monitoring funds and providing support to their investment managers – as a firm, we have more than 50.
12/18/2019
Since both funds’ investment processes had converged, and in order to allow investors to benefit from economies of scale with a larger pool of assets, Mirabaud has made a proposal, which has been accepted by its investors, to merge the two ESG Conve