Dynasty Financial Partners has unveiled a forgivable note programme for advisers looking to become independent. Dubbed Freedom Note, the eight-year programme will enable advisers to …
US-based asset manager BlackRock has introduced a new range of multi-asset portfolios, which aims to match investors’ varied risk appetite. Dubbed MyMap, the range includes …
Morningstar, a provider of independent investment research, has launched a new global suite of bond indexes. All major fixed-income markets and asset classes are represented …
Aberdeen Standard Investments (ASI) has introduced a suite of index tracker funds across equity and fixed income. The range includes five fixed income and three …
Lyxor Americas has launched a new programme, through which institutional investors can take part in co-investment and selective hedge fund opportunities offered by third-party managers. …
Hottinger Group, a multi-family office headquartered in London, has launched art consultancy services to support clients in managing their art collections. The proposition is aimed …
BNY Mellon has introduced a suite of reporting tools to enable institutional investors evaluate ESG factors and United Nations Global Compact (UNGC) principles in investments. …
American asset manager BlackRock has unveiled a new ETF range, which will offer exposure to companies with high ESG scores. The new equity iShares ESG …
Columbia Threadneedle Investments has introduced a ratings tool to measure companies’ adherence to environmental, social and corporate governance (ESG) factors. The tool, which has a …
Chalice Financial Network, a recently launched shared-services technology platform for RIAs, has unveiled a new service to offer M&A support for advisers. Dubbed Chalice Advisor …
Shaw and Partners strengthens Australia presence with DJ Carmichael purchase June 19, 2019 Verdict Staff 
Ex-Julius Baer banker opens Monaco wealth management firm for billionaires June 19, 2019 Verdict Staff Fund administrator Crestbridge expands into US market June 19, 2019 Verdict Staff 
