01/12/2015
A subsidiary of BNY Mellon, Pershing offers valuation reports that will now include a personalised colour-coded booklet presenting information on portfolio breakdown, top contributors and transaction history.
01/09/2015
Some financial advisers have clients with more than £250,000 to invest
01/09/2015
Lloyds’ Sarah Deaves has built a strong reputation for leading financial institutions through periods of major change, a skillset well suited to the current climate.
01/08/2015
Coutts International has plenty of attractive assets to offer its many possible new owners. Julius Baer looks the best fit.
01/08/2015
The asset manager was particularly active in 2014 undertaking a raft of fund launches, including US Small and Mid Cap equity and Japan Dividend Growth.
01/08/2015
Credit Suisse said its offices in Milan were searched by Italian tax police last month, following media reports of an investigation into whether a Bermuda subsidiary of the bank helped wealthy Italians hide undeclared funds.
01/08/2015
It sits alongside SLW’s existing Target Return MPS, which aims to deliver specific returns above Libor with lower volatility than equities through complex investment techniques.
01/07/2015
“We think there could be significant benefits to clients in creating new state-of-the-art platforms in Dublin.”
01/05/2015
Funds formerly managed by star managers Julie Dean and Bill Gross have been hit by outflows after those managers moved on.
01/05/2015
The European Central Bank, the Bank of Japan and the People’s Bank of China are all moving toward more accommodative policies as growth slows and deflationary risks emerge, he noted.
01/05/2015
Swiss asset management group GAM has opted to merge its emerging market equity fund run by Citywire A-rated manager Tim Love into a newly-launched fund overseen by Julius Baer. The GAM Star Emerging Equity, a Dublin-domiciled fund launched in March 2012
01/04/2015
Coutts International is expected to change hands during the course of 2015,
01/02/2015
Aberdeen Asset Management was the big loser of 2014 in the UK and European investment industry as it suffered more than $12bn of outflows from investor fears about emerging markets and the growing popularity of cheap tracker funds.
01/01/2015
Some platforms will struggle with the increased demand next April, specifically for drawdown, according to Fundsnetwork’s head of advisory services Jon Everill.
01/01/2015
Fleming Family & Partners says it is in good shape ahead of a merger with Stonehage
12/31/2014
Before the golden sun sets, 2014’s calender is destroyed, And mobile networks get jammed, I wish in 2015 every moment is enjoyed. Happy New Year 2015 !
12/31/2014
Anne Richards, the chief investment officer (CIO) at Aberdeen Asset Management, and Elizabeth Corley, chief executive of Allianz Global Investors, have become CBEs in the 2015 New Year Honours List
12/31/2014
When considering risks, the report noted that the withdrawal of stimulus is a wild card, an unpredictable event that might lead to favoring a long / short strategy as opposed to a long only approach.
12/30/2014
Luxembourg’s regulators have extremely strict standards
12/30/2014
High net worth individuals are defying the stereotype portraying them as extravagant spenders, the managing partner of a wealth management firm has claimed.