11/12/2020
Both funds are managed by veteran European equities investor Matthias Born, who has grown assets under management (AUM) in these strategies to over EUR538 million (GBP461 million) and EUR111 million (GBP103 million) respectively.
11/11/2020
Changes to EFG’s Executive Committee
As part of the long-term succession planning, John S. Latsis will take over the role as principal representative of the majority shareholder.
11/11/2020
The acquisition market remains a highly competitive space, with the launch of Mann’s new challenger adding to the plethora of models available.
11/11/2020
Consolidation is needed and will happen," he told a Bloomberg financial conference.
11/11/2020
ESG has become a top priority for investors, corporates and alternative asset fund managers globally.
11/11/2020
Swiss private bank opens German branch to boost AM presence
Up until now, the firm had been serving German clients from Zurich, but having a local office will help boost the institutional client business, according to a statement released by UBP.
11/11/2020
In the most recent deals, buyers are showing never-before-seen levels of deference to targets.
11/11/2020
This is leading to a widening gap between the digital ‘haves’ and ‘have nots’ – a gap that has been exposed by the pressures of Covid-19.
11/10/2020
Population hit a five-year high with a 28% rise since 2014
11/10/2020
This year Nutmeg upped its digital footprint becoming the first wealth manager to offer customers the ability to top up their investments using Google and Apple Pay.
11/10/2020
For many, the pandemic has served as a wake-up call about the kind of world we want to live in – and pass on to our children.
11/10/2020
US GDP surged 7.4% q/q, exceeding analysts’ estimates and driven by robust consumer spending and residential investment.
11/10/2020
Over half, or 55%, were confident about revenue growth for 2021, although this may be due to likely cuts in operating budgets.
11/10/2020
The trust will aim to invest 50 per cent in public equity investments, with the other 50 per cent going into unquoted stocks.
11/10/2020
AJ Bell goes on a hiring spree while established players SJP and Quilter have been more cautious
11/10/2020
It's too early to understand the full impact of the update, but so far it has been positive for global stocks.
11/09/2020
The fund has a target size of $350 million.
11/09/2020
The French bank said Monday it is creating a new private investment banking division focused on ultra-high net worth individuals and family holdings across the world.
11/09/2020
Asset manager makes strategic investment in Sanctuary Wealth
The wealth management industry is in the midst of a massive shift as more than 100,000 advisors retire over the next few years, bringing an estimated USD1.6 trillion of assets into the market.
11/09/2020
An incoming Biden administration is certainly not going to offer an easy path to a trade deal between UK and the US