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Define the wealth management field
Articles
News Security Properties Acquires Orchard Club Apartments in Las Vegas for $27,200,000
Security Properties purchased Orchard Club, a 342-unit affordable multifamily property in Las Vegas, NV, for $27,200,000.
News 52% of HNW assets are placed in discretionary mandates, providing a growth opportunity for “robo-advisors”
When approaching wealth managers for investment management, high net worth (HNW) individuals are more likely to opt for discretionary mandates over other services, according to financial services research and insight firm Verdict (...)
News Nomura Launches Robo Advisor in Japan
Nomura, Asia’s global investment bank, today announced the launch of its first robo advisor, providing automated, goal-based asset management advisory services to retail investors in Japan. Developed jointly with Nomura Research Institute, the service is now available via the (...)
Investment Axeltis’ platform selected by CNP Assurances for unit-linked products
At the end of a call for tenders, CNP Assurances, the leading provider of personal insurance in France and the fourth largest life insurer in Europe, chose Axeltis, expert in open architecture, subsidiary of Natixis Global Asset (...)
Note 84 % of French advisers warn that investors may not be fully aware of the risks associated with passive investments
85% say they need a more accurate picture of their clients’ risk tolerance. It’s not volatility that worries advisors the most, it’s how their clients react to it. Ensuring investors set tangible goals and have realistic expectations remains a major (...)
Wires
Who’s who
Thorsten Hens -
September 2011
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News
Baring AM acquisition completion by SGPB Hambros -
June 2011
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Compensation
The City: lower bonuses, higher wages - Analysis -
April 2011
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