04/15/2014
Expectations of UHNW and HNW European investors - J.P. Morgan Private Bank
Three quarters (75%) of European investors believe Europe will grow by 1% or more in 2014, and 39% say Europe will be the best performing equity market
04/15/2014
The equity allocation will make up anywhere between 0% and 50% of the fund, which will be drawn EuroStoxx 600
04/14/2014
Societe Generale’s cross-asset approach pays off
The French bank has a first-mover advantage in advising multi-asset funds in a market tipped to double in size in the next five years.
04/14/2014
Julius Baer enters Irish market
he new Irish business of Julius Baer, which is understood to employ about 10 people, will be run as a branch of Julius Baer International Limited based in London, and cooperate closely with the parent company. The offices will continue to be located in Ce
04/14/2014
Brooks Macdonald snaps up Jersey wealth manager
AIM listed integrated wealth management group says the acquisition will allow “significant expansion”.
04/14/2014
Isle of Man-based company supports the international adviser community through an open architecture platform which offers funds, direct equity holdings, structured products and various other investment instruments.
04/14/2014
The findings form part of a study commissioned by Pershing, which also found that 22% of a 1,000-strong sample of wealthy individuals are considering changing their adviser or wealth manager.
04/14/2014
Iveagh name to go as City Financial buys family office wealth manager
The Iveagh name is to vanish from the investment world in the near future after the group agreed a deal with City Financial which will see the latter buy its fund range this year.
04/11/2014
The firm said the fund will operate with a bottom-up stock selection process
04/11/2014
The fund in question is the DNB AM Kort Obligasjon 2
04/11/2014
Britain's trade body for investment management is to merge with the investment arm of the insurance coverage sector association to a lot more successfully lobby on troubles affecting asset managers.
04/11/2014
The U.K.’s asset management industry is circling the wagons.
04/10/2014
Apollo Multi-Asset Management benefited from equity holdings in a recovering Europe
04/10/2014
Smaller net outflows were experienced in local currency
04/10/2014
Amundi Polska will begin by focusing on five locally domiciled funds
04/10/2014
Schroders has been through a major period of innovation, led by Matthew Oakeley, who describes the journey
04/10/2014
Japan, Asia, Europe and emerging markets index trackers launched for platform-based range.
04/10/2014
Close Brothers Asset Finance has been conditionally awarded a further £40 million portion of the Regional Growth Fund, according to an announcement made by the government.
04/09/2014
Group head of private clients leads management-led buyout of Dublin-based securities firm
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04/09/2014
SJP says this will ensure continuity of manager for its investors.