Wealth Strategies
5 September 2022

Cambridge Associates Warms To Bonds As Yields Rise

We talk to an investment firm which uses an "endowment fund" mindset to running assets on behalf of...

Strategy
5 September 2022

Aegon AM Shuts In Hong Kong, To Close Japan Operations

Aegon AM told this news service that it wants to focus its Asian activities on a new Wholly Foreign...

Strategy
5 September 2022

London's Stock Market Must Regain Edge, Says Investment Banking Platform

The attractiveness of the London Stock Exchange is crucial to the overall health of London as a...

New Office
5 September 2022

Ocorian’s Nordic Trustee Targets Germany

With 30 years of experience as a provider of bond trustee and loan agency services in the Nordic...

People Moves
5 September 2022

Who's Moving Where In Wealth Management? – Close Brothers

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

M and A
5 September 2022

UBS, Wealthfront Terminate Merger

Reasons for terminating the agreement were not disclosed in the UBS statement on Friday. The merger...

Alt Investments
2 September 2022

A New UK Player Joins Private Markets Access Story

A theme within the wealth management investment agenda over recent years has been widening access...

Surveys
2 September 2022

Investors' Mood Brightened In August – State Street

Investors turned more bullish – or at least less negative – about global markets during August,...

M and A
2 September 2022

US Asset Manager Pushes Into Swiss Crypto Marketplace

The transaction highlights how the digital assets space continues to draw investment from wealth...

People Moves
2 September 2022

Who's Moving Where In Wealth Management? – Evelyn Partners, Edison

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...