Amundi acquires BAWAG PSK’s asset management subsidiary

Amundi is acquiring BAWAG PSK INVEST, BAWAG PSK’s asset management subsidiary. »


AssetMark acquires Aris Corporation of America

AssetMark is to acquire Aris Corporation, an investment advisory firm providing fee-based asset management and retirement solutions to independent financial advisors. »

Green light

MAI Capital Management launches MAI Investment Management

MAI Capital Management has launched MAI Investment Management, which will provide targeted investment solutions, communication and support to investment professionals. »

Swiss flag

JTC Group makes double hire in Swiss office

JTC Group has bolstered its private client capabilities in Switzerland through two senior appointments in Geneva, including Jonathan Kirby who joins as managing director of the group’s Swiss office. »

Computer screen

Buckingham/BAM selects inStream wealth management technology platform

Buckingham Asset Management/BAM Advisor Services has chosen the inStream planning-centric wealth management software platform to serve the 370-plus advisors representing the more than 140 client firms in its network. »

Hong Kong

BNY Mellon launches discretionary investment and wealth management services in Hong Kong

BNY Mellon Wealth Management has received regulatory approval in Hong Kong to launch discretionary investment and wealth management services to high net worth individual investors. »

Job page

Thomas Miller Investment appoints senior portfolio manager

Thomas Miller Investment has appointed Scott Baikie as senior portfolio manager to strengthen its private client business.   »


SSGA appoints chief portfolio strategist

State Street Global Advisors (SSGA) has appointed Lori Heinel as chief portfolio strategist. »

One finger

Bermuda number one for UHNWI real estate investment, says report

Bermuda has claimed the number one spot in a new list of the world’s top 20 islands for UHNWI real estate investment published in The Candy GPS Report. »

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BH Macro up 4.5% in September

BH Macro Ltd, a Guernsey-registered, London-listed investment company which acts as a feeder fund for the Brevan Howard Master Fund, gained 4.5% in September, reversing poor performance in the first half of the year. »

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