09/22/2020
Julius Baer pulls AT1 as markets deteriorate
Bookrunners Citigroup and Deutsche Bank opened books for the perpetual non-call seven-year Reg S deal during Asian hours with initial price thoughts of 4.5% area for an expected size of US$350m.
09/22/2020
UK firm's new arm to offer high net worth Indians value-add investments
Investors from the Indian sub-continent are very familiar with investing in UK real estate, in particular the residential buy-to-let asset class and second homes.
09/21/2020
7IM has streamlined the process by reducing the amount of information and number of signatures needed on application, as well as allowing for e-sign and docu-sign capability.
09/21/2020
2020 has seen numerous global events impact investor portfolios
09/21/2020
Late Summer Sunshine for Investors
August sun shone on the equity markets, with the mood especially good in the US and Japan
09/21/2020
The new Watford based branch will provide discretionary and advisory investment services to clients based all over the UK.
09/18/2020
The company has been vocal in recent years about its plans expand through acquisition in both the UK and US, securing £80m of funding in September last year with investment management firm Pollen Street Capital to fund its pipeline.
09/18/2020
Fund IV was significantly oversubscribed and has a global investor base spanning Europe, North America and Asia.
09/17/2020
For Avaloq, these challenges can be traced back to four megatrends: wealth shifts, socio-behavioural changes, technological evolution and economic & monetary turmoil.
09/17/2020
“Our digital experience for advisers and clients - complementing our face-to-face relationships - will be market-leading.”
09/17/2020
As a response, it is launching three new funds on 21 September, named Prudence InRetirement, Balance InRetirement and Growth InRetirement, to reflect their distinctive investment objectives.
09/17/2020
Credit Suisse Asset Management has partnered with Qatar Investment Authority to create a private credit platform.
09/17/2020
The inaugural Citywire Club Survey has revealed that multi-asset managers have little confidence in the UK’s economic recovery from the Covid-19 market crash.
09/16/2020
Sport has seen its fair share of problems when it comes to financial planning
09/16/2020
Robust results in the face of very challenging market conditions
09/16/2020
This will be achieved through the granting of an even greater degree of decision-making authority and increased accessibility to specialist expertise, although in fewer locations.
09/16/2020
The three-strong fund range was launched based on growing client demand for retirement products
09/16/2020
The Prime Partners CIO is positive about emerging markets, particularly Asia.
09/15/2020
Consultancy Alpha FMC’s Wealth Management Digital Readiness Survey found just 23% of firms think their online services meet client expectations.
09/15/2020
Vaccines matter to investors because the world’s economic recovery depends on how quickly a COVID-19 cure can be developed.