News, Comment & Analysis results for Archive

M and A
April 3, 2024

AlTi Tiedemann Global Continues Acquisitions, Extends US Investment Firepower

Since its formation into a transatlantic MFO more than a year ago, the group has bought a business

Strategy
April 3, 2024

JP Morgan AM Smiles On US, Japanese Equities

Sylvia Sheng, global multi-asset strategist at JP Morgan Asset Management, shares her 2024 global

Asset Management
April 3, 2024

"Ensemble" Investment Approach Delivers – White Paper

The "ensemble" approach to finding highest-conviction stock picks from top-class managers, and then

M and A
April 3, 2024

California's EP Wealth Advisors Adds $1.2 Billion Firm

Both firms in the transaction are based in California.

M and A
April 2, 2024

iCapital Agrees To Buy Mirador, Raises Data, Reporting Game

Having established itself for more than a decade as a fintech platform focused on alternative

Compliance
April 2, 2024

Washington Regulators Scrutinize Big Three Asset Managers Over Bank Holdings – Report

The topic raises questions about how responsive modern financial capitalism is to the views of end

Financial Results
April 2, 2024

UBS Embarks On $2 Billion Stock Buybacks, Eyes Future After Credit Suisse Deal

As stated before, the bank is targeting a return on equity of up to 15 per cent by the end of 2026.

People Moves
April 2, 2024

Raymond James Adds $1.1 Billion Advisory Team In Scottsdale

The group of advisors and other professionals had previously worked at RBC Wealth Management.

Alt Investments
April 2, 2024

New Hedge Fund Launches Fell, Liquidations Broadly Steady – HFR

Chicago-headquartered HFR gave one of its barometer checks on the state of the world's hedge fund

Awards
April 2, 2024

EXCLUSIVE: Finalists For The 11th Annual Family Wealth Report Awards 2024

In a month's time from now, winners of the annual awards event in the Mandarin Oriental, Columbus

Comment & Analysis results for Archive