BBVA USA has appointed Jorge Unda as Chief Investment Officer of its asset management units. In his new role, Unda will be responsible for overseeing the asset management functions of both the bank's Asset Management & Trust division and those of BBVA Wealth Solutions, a registered investment adviser affiliate of the bank.
Seven Investment Management (7IM) with an outlook for investments in 2020 from Terence Moll, Head of Investment Strategy at Seven Investment Management, writes that the new decade has a touch of the roaring Twenties about it.
Andreas Ruf, CEO of InfiniGold explains his firm’s approach to offering traditional gold products supported by blockchain technology.
Paragon is kickstarting 2020 by further expanding its savings range, introducing a Notice Cash ISA for savers.
Northern Trust Asset Management has expanded its sustainability strategies, enabling institutional investors to combine Environmental, Social and Governance (ESG) investing solutions with the manager’s expertise in quantitative investing across developed and emerging markets.
Segall Bryant & Hamill (SBH) has launched the SBH Small Cap Core Fund, an actively managed equity mutual fund available in retail and institutional share classes (SBHCX and SBASX, respectively). The Fund incepted on 31 December, 2019.
ETF launches continued apace over the Festive break with new offerings form several different ETF sponsor and providers. Both Franklin Templeton and JP Morgan debuted new active ETFs, while SP Funds launched its first two Shariah-compliant funds. Elsewhere, Leuthold group launched a new ETF designed to expand access to its flagship investment strategy, and Tabula debuted a cash bond fund with a European CDS benchmark…
Kathleen Fisher is to retire as Head of Wealth and Investment Strategies at Bernstein Private Wealth Management (Bernstein), effective 27 March, 2020, with her responsibilities transferring to Aaron Bates, Senior Managing Director; Alex Chaloff, Head of Alternative Asset Strategies; and Beata Kirr, Head of Core Asset Strategies.
The ZEDRA group is to acquire BNP Paribas Singapore Trust Corporation Limited, subject to regulatory approval. This new acquisition follows on from deals across the Isle of Man, Switzerland and Nordic markets signed and announced in 2019.
Envestnet is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet's platforms an enhanced set of tools and services to help build and grow their businesses.