Tiedemann Advisors, a US investment and wealth adviser for ultra-high-net-worth families, trusts, foundations and endowments, is teaming up with fintech company StoneCastle Cash Management (StoneCastle) to ffer a new cash solution that helps fully integrate impact into client portfolios.
The Transparency Taskforce, which seeks a fair deal for consumers of financial services, held a symposium in London on Thursday 16 January – to examine fairness, transparency and pricing in the financial planning sector.
UK-based digital bond market platform WiseAlpha's new bond academy is now a fully certified Continuing Professional Development (CPD) accreditation provider.
Union Bancaire Privée (UBP) has appointed Nina Jahanbin as Head of Sales for the Nordic region.
Just two ETF launches to report on this week, a new offering from Strategy Shares providing momentum-based exposure to global equity regions, plus a new corporate bonds ETF from Tabula on Xetra…
By Allan Lane, Algo-Chain – Welcome to the first column of 2020 and, barely a few days after the dulcet tones of Auld Lang Syne had died down, the Tabula iTraxx Europe IG Bond UCITS ETF was listed on the London Stock Exchange.
Global law firm Ropes & Gray has promoted six attorneys to counsel. Their experience spans private equity, hedge funds, finance, asset management, real estate, tax and estate planning.
A recent survey published by TIME Investments finds that over 40 per cent of investors are planning to increase allocations to real assets this year.
A new survey from Intertrust reveals that Wealthy Middle Eastern families are adopting an increasingly global mindset, and that this is having a profound impact on their wealth structuring strategies with greater adoption of sophisticated structures such as Family Offices and special purpose vehicles.
A new study from CoreData Research of 200 professional fund buyers found only 7 per cent point to ESG/sustainability factors as one of the most important fund selection drivers.