Wealth Management
Wealth management dedicated workspace
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Wealth Management
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InvestmentInnovation CNP Infrastructures Durables: CNP Assurances and Meridiam’s new innovative and sustainable unit-linked vehicleCNP 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 (...)
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Legal and TaxRegulation Regulations and client expectations change status quo in wealth management industryThe 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 (...)
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StudyNote Investors’ Appetite for Gains Exceeds Their Stomach for Risk, and Index Funds May Not Deliver What They WantNatixis 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 (...) Note EDHEC-Risk Institute shows how goal-based investing can help investors meet retirement needsEDHEC-Risk Institute study shows that goal-based investing principles can be used to design scalable retirement investment strategies that meet individual investors’ needs Note The Robo Report™, First And Only Report On Robo Advisor Performance And Portfolios, Published By BackenDBenchmarking Now AvailableSchwab Falls Off Leaderboard on Equity and Fixed Income, Vanguard Improves Equity; International and Emerging Markets Lead the Way For Performance in Q1 Report
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Real EstateNews Norges Bank Investment Management makes new investments in Berlin and ParisNorges 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 (...) News Société du Grand Paris successfully launched its fifth and sixth Green bond issuancesOn 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% (...) Real Estate PAREF SIIC announces the sales of Pantin property for €24.6 millionPAREF 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 (...)
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