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Old Mutual and Henderson merge property funds 24/10/2014 Old Mutual Property Fund is to merge with Henderson UK Property OEIC to form a £2.7 billion fund. Bermuda rated top island for UHNW real estate investment 24/10/2014 Bermuda has claimed the number one spot in a new list of the world’s top 20 islands for ultra-high net worth individuals' (UNHWI) real estate investment published in The Candy GPS Report.
Fidelity Investments ranked most trustworthy firm by America's ultra-wealthy 24/10/2014 Fidelity Investments has been voted the most trustworthy firm by America’s ultra-wealthy, according to results released this week by US researchers, Spectrem Group. Multi-asset funds boost Heartwood Wealth's discretionary and investment management activities 24/10/2014 The investment management activities of London-based 2014 PAM Awards winner Heartwood Wealth continued to make progress during the third quarter, according to the latest results release from Stockholm-based Handelsbanken, its owner. Assets under management and administration grew to £2.2 billion, a small improvement on the previous quarter.
UBS publishes document outlining environmental and social risk framework 24/10/2014 UBS has published a comprehensive document detailing the environmental and social risk framework it has applied to all of its transactions, products, services and activities. BNY Mellon launches wealth management services in Hong Kong 24/10/2014 BNY Mellon Wealth Management has received regulatory approval in Hong Kong to launch comprehensive discretionary investment and wealth management services. AXA Wealth reports 'successful year so far' 24/10/2014 AXA Wealth’s funds under management (FUM) increased by 10 percent from 24.6 billion to £27 billion in the last 12 months, according to its Q3 2014 results. Its total retail sales were also up 3 percent to £2.5 billion over the same period, marking a strong period of growth for the business.
Lagging satisfaction levels among young clients, says Ledbury Research 23/10/2014 Under-45 clients of wealth managers in the UK are significantly less satisfied with their wealth managers than their older counterparts, new research has found.
New service launched to introduce American clients to Swiss-based wealth managers 23/10/2014 Where Americans are Welcome (WAAW) has launched a new website, Americanswelcome.ch, aimed at American investors domiciled in the United States and abroad. Commodity allocations amongst UK HNWIs to diminish by 2018, research finds 23/10/2014 Allocations in commodities in the UK are expected to decline over the coming years, reaching just 1 percent of total assets for high net worth individuals (HNWI) by 2018, according to Research and Markets’ latest report, HNWI Asset Allocation in the UK 2014.
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