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Amundi details post Brexit situation

Vincent Mortier

Thu, 30/06/2016 - 10:30

Vincent Mortier (pictured), Deputy CIO, Global Head of Multi-Asset Amundi and Pascal Blanqué, CIO, Global Head of Institutional Division Amundi have issued a joint statement on the situation post Brexit.  ...Read more

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Elian boosts compliance capabilities with director appointment

Elian boosts compliance capabilities with director appointment

Thu, 30/06/2016 - 15:18

Elian has strengthened its compliance capabilities with the appointment of Kristian Walton as group risk and compliance director. »

New Inheritance Tax guide signposts ten ways to protect family wealth

Thu, 30/06/2016 - 15:17

EQ Investors (EQ), the boutique wealth manager led by John Spiers, has published a new guide to help raise awareness of the importance of estate planning. »

UK’s top-rate tax-payers fear recession following Brexit vote

Thu, 30/06/2016 - 09:37

Amidst political uncertainty and falling markets, 53 per cent of Brits earning GBP40k or more fear a recession, whilst just 25 per cent are worried about job security  »

BNY Mellon launches real-time delivery of daily net asset values and dividend accrual rates for mutual funds

BNY Mellon launches real-time delivery of daily net asset values and dividend accrual rates for mutual funds

Thu, 30/06/2016 - 09:33

BNY Mellon, a global leader in investment management and investment services, says its US Investor Solutions Group has launched a real-time service to deliver net asset values (NAV) and daily dividend accrual rates for mutual funds. »

CIBC to acquire PrivateBancorp

Thu, 30/06/2016 - 09:31

CIBC is to acquire PrivateBancorp and its subsidiary, The PrivateBank, a Chicago-based middle market commercial bank with USD17.7 billion in assets, complemented by private banking and wealth management capabilities. »

Brandywine Global expands global fixed income team

Brandywine Global expands global fixed income team

Thu, 30/06/2016 - 09:22

Brandywine Global Investment Management, a wholly owned subsidiary of Legg Mason, has added three professionals to the firm’s Global Fixed Income Team, expanding an already robust group of world-class asset management professionals.  »

Jason Moore joins Brinker Capital as Chief Administrative Officer

Jason Moore joins Brinker Capital as Chief Administrative Officer

Thu, 30/06/2016 - 09:15

Brinker Capital, an investment management firm focused on multi-asset class investing, has appointed Jason Moore, formerly Managing Director at Morgan Stanley Wealth Management, as its Chief Administrative Officer and member of the firm’s executive committee. »

Ogier’s HNW team earns Top Tier ranking

Wed, 29/06/2016 - 16:38

Ogier has been given a Top Tier ranking in the first Chambers and Partners High Net Worth Guide. »

LGT Vestra reaffirms commitment to JHC’s FIGARO system

Wed, 29/06/2016 - 16:37

JHC Systems Limited, a provider of wealth management solutions, has signeded a new contract with LGT Vestra for the FIGARO system.  »

features

Awards

Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 09:14

In Focus

Howie Li

ETFs under the microscope

Wed, 10/02/2016 - 13:01

Profile

Simon Ruthers

Tax motivated investments gain traction

Wed, 18/05/2016 - 09:14

Interview

Special Reports

Switzerland Hedge Fund Services 2016

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 10:12

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