10/12/2020
The race to be the next Hargreaves Lansdown
Fund groups are targeting the wealth market to revive falling revenues — but face an uphill struggle
Wealth and Asset Management
10/12/2020
Leonteq expands into Italy
More than 1,000 Leonteq certificates are listed on EuroTLX and SeDeX. EFG International launched products on EuroTLX via Leonteq’s platform earlier this year.
10/12/2020
Sentiment within asset and wealth management improves as profits recover
AMs post rise in business volumes
10/12/2020
BMO GAM to bolster Brewin Dolphin engagement efforts
Partners with 'REO' service
10/12/2020
The Big Interview: PIMCO’s Blute reveals reasons for calling time on ETF partnership with Invesco
Ended ETF partnership with Invesco in April
10/11/2020
Bank of Ireland eyes rich pickings in wealth management acquisitions
While Bank of Ireland is understood to be actively scouting for potential acquisition targets, a bid for Goodbody Stockbrokers is not under consideration.
10/09/2020
Whitman Asset Management announces launch of Private Client Investment Management Division with new hires
Whitman now has two core business divisions.
10/09/2020
Pictet seizes on global stock market mispricing surge with new hedge fund launch
The fund is managed by senior investment manager Matthieu Fleck – who led the launch of the original TR-Atlas strategy in November 2016 – along with a Geneva-based team comprising Adrien de Susanne d’Epinay, Yassine Fki and Philip Wilson
10/09/2020
Maintaining Prosperity During Turmoil byJohn Vail, Nikko Asset Management
Investment Insights by our experts and thought leaders
10/09/2020
How impact investing is making a difference
Eleonore Bedel explains how helping BNP Paribas Wealth Management clients to make the right investment decisions can create a greater impact for all
10/09/2020
Nutmeg losses spiral to £21m
Nutmeg has attempted to diversify its revenue streams in recent years.
10/09/2020
Schroders wins £1.2bn Santander mandate; UK equity team joins
The six mandates Schroders has been appointed manager of amount to £1 billion of UK Growth assets and £200 million of UK Income assets.
10/09/2020
Emerging from Crisis – Reshaping family offices
Maintaining close client relationships despite travel restrictions and social distancing measures has been a challenge.
10/09/2020
Del Vecchio ready to back 'ambitious' Mediobanca plans
"I am ready to support the growth of the bank and to back plans that I hope will be ambitious," Del Vecchio said.
10/09/2020
Mass affluent growth leads progress in scalable solutions
Olsen observes how the technology challenges asset managers face in Singapore and elsewhere are hard to generalise, since they largely depend on the nature of the particular business.
10/08/2020
7IM CEO Proctor: Further acquisitions unlikely despite current opportunities
2020 has been 'difficult for all firms'
10/08/2020
Structured product specialist teams up with Feifa
To offer training to financial advisers
10/08/2020
Attica Bank selected RiskAvert, the risk management platform
RiskAvert is a robust, automated platform that helps banks precisely calculate the regulatory capital adequacy and produce reports under the current EBA requirements in a natively integrated, yet modular environment.
10/08/2020
Wealth management firm makes acquisition just four months into the Scottish market
Stuart Wallace said: “Prydis Wealth Scotland are proud to announce the acquisition of Virtuo.
10/08/2020
Asset Management Europe - Rothschild & Co
Overall, growth prospects depend on many factors, including the duration of new outbreaks