Lima
BMO Investments announces plans to terminate two mutual funds
BMO Investments, the manager of the BMO Mutual Funds, has revealed its intention to terminate BMO Sustainable Climate Class and…
Energy issues are a growing concern among UHNW
About one-fourth (27 percent) of the UHNW - who have a net worth of $5 million up to $25 million,…
Tough business climate and high investment expectations for Hedge Fund managers
Hedge fund managers will have to rethink their business models, provide tailored solutions, and offer multi-faceted client communications to get…
Economic environment forcing Americans change saving behavior
The study stated that 18% of Americans with an IRA are contributing less in order to cover everyday expenses, with…
Managers warm to thematic investing
Recent fund activity and a willingness to incorporate themes into their investment processes, suggest that a growing number of fund…
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Gap between active and passive returns set to grow – Merrill Lynch
The head of Merrill Lynch’s EMEA portfolio management division, Simon Miles, predicted the differentiation between active and passive wealth managers…
Gap between active and passive returns set to grow
The head of Merrill Lynchs (ML) EMEA Portfolio Management division Simon Miles predicts the differentiation between active and passive wealth…
PBI Global Wealth Awards: Nominations closing
The nomination deadline for the 2010 PBI Global Wealth Awards has been extended to 31 July, but time is running…
2010 PBI Global Wealth Awards: Celebrating champions
The nomination deadline for the 2010 PBI Global Wealth Awards has been extended to 31 July, but time is running out.…
2010 PBI Global Wealth Awards: Celebrating champions
Nominations are now being accepted for the 2010 PBI Global Wealth Awards. Considered to be the most prestigious accolades in…
Investors study climate change risks
Institutional investors and consultancy Mercer are joining forces to study the impact of climate change on strategic asset allocation. The…
Credit Suisse seeks market share gains
Credit Suisse sees an opportunity to gain market share among entrepreneurs as it looks to leverage its financial strength and…
Thawing climate may suit private banks
As the trickle of wealth managers moving into Russia’s formerly uncharted territory turns into a flood, finance industry experts believe…