11/17/2022
HSBC AM downgrades seven Article 9 Paris-aligned ETFs
Downgraded to Article 8
Wealth and Asset Management
11/17/2022
Credit Suisse considers selling stake in Lugano wealth manager
Credit Suisse currently owns 4.9% stake in Copernicus.
11/16/2022
First Wealth boss eyes private backing for hybrid advice service
Self-funded until now, Villis wants to secure private investment in the first quarter of next year.
11/16/2022
Crédit Agricole du Nord Est announces the creation of 2 vehicles to support business development and transition
The bond debt thus supplements the bank financing without impacting the distribution of the company's capital.
11/15/2022
Sale of North American Asset Management business
Wintrust to expand its Investment Management business, enters into agreement to acquire North American Asset Management units from Rothschild & Co
11/14/2022
Kingswood acquires Glasgow-based Strategic Asset Managers Limited
The opportunity to build our relationships across Scotland is an exciting one as we strive to help more people achieve their goals.
11/14/2022
Storrie ‘energised’ at Adam & Co after Canaccord deal
The Herald last week, the financial services veteran said working under Canaccord has energised him personally, while allowing his team to continue doing what they do best.
11/14/2022
Investment Strategy
After the rude bond market shock, pension funds are now trying to create liquidity in their portfolios and the illiquid property market is bearing the brunt of the same.
11/11/2022
Santander launches its first social investment fund with (RED)
It will be offered to investors in Chile, Germany, Portugal, Spain, the UK and the markets where Santander Private Banking International (SPBI) operates.
11/11/2022
Labuan IBFC receives commendation as international domicile at the European Captive Awards 2022
Accolade acknowledges continued strong interest in the domicile’s captive structures, particularly from the European segment
11/11/2022
FCM celebrates 25 years in the industry
The anniversary also coincides with the recent appointment of Franck Matthews as the Head of Incentives - a first for the company.
11/11/2022
A post-pandemic guide to equity investing
The monetary tightening has led to large corrections across markets, particularly in long-duration assets such as growth and quality stocks, as higher interest rates have fed through to higher discount rates in valuation models.
11/10/2022
Close Brothers opens Birmingham branch
The launch into Birmingham follows a series of key hires across the Midlands.
11/10/2022
Credit Suisse: One Greensill Fund Down, Three to Go
The difference stems from the costs the bank charges for liquidation.
11/10/2022
Vontobel confirms strategy and targets
Vontobel believes that real interest rates are likely to remain in negative territory at least for the foreseeable future, boosting the need for professional advice.
11/10/2022
Rothschild & Co: 2022 – 3rd quarter release
Solid revenue performance despite a more uncertain and difficult environment
11/09/2022
Macquarie Asset Management acquires prime Polish logistic facility
The prime property is targeting an ‘Excellent’ rating under BREEAM’s sustainable building certification scheme and is 100 per cent leased to a leading European logistics operator.
11/09/2022
Quilter closes gilt fund after MPS ditches UK govt bonds
The Quilter Investors Gilt Index fund will close later this month after being dropped from the advice giant’s model portfolio service.
11/09/2022
GenTwo partners with Apex Group’s EDB for global banking and paying agency solutions
GenTwo’s partnership with Apex Group’s EDB’s services, expand GenTwo’s offering with the provision of XS ISINs, marking another unique offering from GenTwo’s securitization platform business and an important step on the way t
11/08/2022
Why one large wealth manager is returning to bonds after years away
The recent forced selling came from nowhere, but the market has had some reassurance from central banks