Wealth Management

Investment Innovation CNP Infrastructures Durables: CNP Assurances and Meridiam’s new innovative and sustainable unit-linked vehicle CNP Assurances and Meridiam join forces to launch the unit-linked vehicle CNP Infrastructures Durables. Reserved exclusively for CNP Patrimoine’s distributor partners, it offers individuals access to a portfolio of mature, sustainable and ecological infrastructures (...) Read article Innovation  ETF Securities Releases Semiconductors ETF in Australia - Enabling Investors to Participate in this Indispensable Industry News  CPR AM expands its climate offering with two new open-ended funds Archives

News News Robo-advice has bright future despite UBS SmartWealth closure, says GlobalData Read article

Gallery Strategy Volatility and absence of momentum in 2016 mean a tactical approach is needed Read article

Legal and Tax Regulation Regulations and client expectations change status quo in wealth management industry The status quo in the private banking and wealth management industry is changing as the focus shifts to client service and value delivery, according to PwC findings of 2011 Global Private Banking and Wealth Management Survey - Anticipating a New Age in Wealth (...) Read article Archives

Study Note Investors’ Appetite for Gains Exceeds Their Stomach for Risk, and Index Funds May Not Deliver What They Want Natixis Global Asset Management has released the results of its 2017 Global Individual Investor survey. A total of 8300 individual investors (400 in France) have been surveyed between February and March 2017 in 21 countries across Asia, Europe, the Americas and the Middle (...) Read article Note EDHEC-Risk Institute shows how goal-based investing can help investors meet retirement needs EDHEC-Risk Institute study shows that goal-based investing principles can be used to design scalable retirement investment strategies that meet individual investors’ needs Read article Note The Robo Report™, First And Only Report On Robo Advisor Performance And Portfolios, Published By BackenDBenchmarking Now Available Schwab Falls Off Leaderboard on Equity and Fixed Income, Vanguard Improves Equity; International and Emerging Markets Lead the Way For Performance in Q1 Report Read article Archives

Real Estate News Norges Bank Investment Management makes new investments in Berlin and Paris Norges Bank Investment Management has signed agreements to acquire a 65 percent interest in two properties: VoltAir, a newly built mixed-use property located on Voltairstrasse 8-10 in Berlin, and 86 boulevard Haussmann, an office property in central (...) Read article News Société du Grand Paris successfully launched its fifth and sixth Green bond issuances On Wednesday 07th October 2020, Société du Grand Paris successfully launched its fifth and sixth Green bond issuances under its Green EMTN programme, for a total amount of EUR 6bn split over two distinct tenors: EUR 3bn at 10-year (0% coupon) and EUR 3bn at 40-year (0.7% (...) Read article Real Estate PAREF SIIC announces the sales of Pantin property for €24.6 million PAREF SIIC (French REIT), a real estate company specialised in investment and asset management on its own account and on behalf of third parties, announces that the sales of the Pantin-Courtois property has been successfully (...) Read article Archives