04/14/2019
British wealth manager may acquire Investec Irish wealth management business
UK wealth manager aims to consolidate position in Ireland with €60m deal
04/14/2019
Investors’ appetite for impact investing—in which they seek to generate positive impact for society alongside strong financial returns—could total as much as $26 trillion, according to the report Creating Impact: The Promise of Impact In
04/14/2019
Most asset classes bounced back in Q1 from the heavy losses of 2018, but how long can it last?
04/12/2019
The ceremony is part of a series of awards
04/12/2019
On the monetary policy front, the ECB has pumped trillions of euros into the economy over the past few years to boost inflation and promote growth.
04/11/2019
The figures were contained in an update on first quarter fund flows showing total client assets of £24.1 billion held within Charles Stanley.
04/11/2019
The services will be provided through Hottinger Art, set up by Melanie Damani who moved to the firm last year.
04/11/2019
The workshops are based around retirement and pensions but will have IHT elements soon
04/11/2019
Brits put their saving into ISAs at a rate of £131,000 a minute between 2017-18 – a healthy total of £69 billion, that spares individuals an average of 2.9 billion a year in income tax.
04/11/2019
Discretionary fund managers run portfolios in the way they think best, rather than engaging regularly with the end client.
04/11/2019
They also showed gross new inflows of £2.9bn at the end of 2018, down from £3.2bn in the previous year.
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.