News, Comment & Analysis results for Archive

People Moves
January 4, 2024

Who’s Moving Where In Wealth Management? – Fiduciary Trust International

The latest moves and appointments in wealth management in the Americas.

M and A
January 4, 2024

Mercer Advisors Adds To Colorado Presence

Mercer has been one of the largest acquirers of wealth management firms in the North American

ESG
January 4, 2024

Exclusive: Focus On Mediolanum’s ESG-Focused Funds

After recently rolling out nine ESG-focused funds, investment managers at a European firm and KBI

Strategy
January 4, 2024

MAPFRE AM Optimistic About Markets In 2024

Javier Lendines, general manager of MAPFRE AM, the asset management arm of MAPFRE, a large

Strategy
January 4, 2024

Navigating Healthcare For UHNW Clients: A Global, Domestic Perspective

Here is the final article in a series from a firm helping wealthy individuals and families wrestle

Compliance
January 3, 2024

Update On Corporate Transparency Act: Access Rule, Criticisms And Costs

The arrival of the Corporate Transparency Act in the US has big implications for the country's

ESG
January 3, 2024

US, Canadian HNW Individuals Fret Climate Change Is Top Threat To Homes

While measures required to tackle climate change remain politically fraught – given the costs of

M and A
January 3, 2024

Franklin Resources Completes Putnam Acquisition

The acquisition takes the total AuM of Franklin Resources to $142 billion, based on figures for the

Strategy
January 3, 2024

The Female Economy, Cryptos, Electrification And Other Trends To Watch In 2024

Björn Jesch, global chief investment officer for German asset manager DWS, delves into the top 10

Uncategorised
January 2, 2024

Hedge Funds Chalk Up Strong Emerging Markets Performance

One of the standout features of hedge fund performance in 2023 – at least until the end of

Comment & Analysis results for Archive