"Networks are of increasing importance to billionaires," said UBS's John Mathews. "Based on the insights we have gathered over the years, we are able to offer them customized platforms to tap into."
Fidelity: Persistent approach post-crisis has benefited 401(k) investors
November 7, 2017 by
Fidelity Investments' “Ten Years Later” report concludes that investors who managed to stay the course have enjoyed better results, says Ken Hevert, senior VP of retirement.
Northern Trust: Transparency standards for alternatives industry fall short of investor expectations
October 24, 2017 by
"Transparency has surged in importance since the 2008 financial crisis, but industry best practices lag demand,” said Penelope Biggs, chief strategy officer, corporate and institutional services at Northern Trust.
Latin American Pension Fund Investments in Cross-Border Securities – August 2017
October 18, 2017 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2012 through 2016, and as of August 31, 2017.
Affluent investors flocked to cross-border funds in first half
October 12, 2017 by
Wealth-management clients in the US and Latin American offshore markets were attracted to strong returns across a range of regions, though they've grown more conservative in the second half, says Richard Garland, managing director at Investec Asset Management.
Credicorp to unveil Latin American strategies fund
September 28, 2017 by
Credicorp's Alejandro Perez-Reyes says the fund will be domiciled in a Latin American country first, with a follow-on UCITS launch possible in the future.
BNY Mellon Wealth appoints Alex Ramos as senior wealth director
September 28, 2017 by
Ramos will report to managing director Chris Griffin, and will be responsible for business development efforts in the company’s Greenwich office.
World Wealth Report 2017: HNW population and wealth hits new high as ‘BigTech’ encroaches
September 28, 2017 by
More than half of HNWIs (56.2%) say they are open to using BigTech services for wealth management, expecting efficiency, transparency, innovation, and excellent online capabilities, the CapGemini report found.
Fidelity sees larger – but many fewer – M&A transactions among independent BDs
September 28, 2017 by
Fidelity's custody and clearing unit's report examines how M&A is providing independent broker-dealers with an avenue to address market pressures to increase size, productivity and revenue potential.
Latin American Pension Fund Investments in Cross-Border Securities – July 2017
September 19, 2017 by
Chart comparing levels of pension fund system investments in international mutual funds and other international securities. Data from Chile, Colombia, Costa Rica, Mexico and Peru. Data broken out by instrument, Year-end totals from December 2012 through 2016, and as of July 31, 2017.
