10/09/2020
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
Investment Insights by our experts and thought leaders
10/09/2020
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 has attempted to diversify its revenue streams in recent years.
10/09/2020
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
Maintaining close client relationships despite travel restrictions and social distancing measures has been a challenge.
10/09/2020
"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
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
2020 has been 'difficult for all firms'
10/08/2020
To offer training to financial advisers
10/08/2020
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
Overall, growth prospects depend on many factors, including the duration of new outbreaks
10/08/2020
We follow in the footsteps of Ian Berry, small-cap equity analyst at Canaccord Genuity. Find out the best and worst bits of his job as well as what box set he likes to binge on.
10/08/2020
The partnership will include Ethos exercising voting rights as a shareholder.
10/08/2020
“The main improvements needed would be around the acceptance of electronic signatures, but I have seen improvements in this since Covid hit the UK with some platforms now accepting them.”
10/07/2020
Launch comes a week after Brewin cut VAT across active and passive MPS
10/07/2020
It was both a natural fit and our responsibility to partner for the seventh time with the next Rugby World Cup in France in 2023.”
10/07/2020
Moody’s added that growth in the retail market has created “attractive” opportunities for asset managers because margins on retail and wealth management products are comparativelyhigh, despite some competitive pressure.
10/07/2020
The idea is to have a capital-light approach and work in very close collaboration with the investment bank locally, targeting family offices, ultra high net worth individuals, and some qausi-corporate or institutional clients.