Free Trial Corporate Access

Global Investor Magazine

Wealth management

  • December

    AP1 awards 12 mandates 16 December 2009

    The First Swedish National Pension Fund, Första AP-fonden (AP1), has selected 12 investment managers to run passive and active accounts.

  • Kern County shortlists domestic equity managers 10 December 2009

    The Kern County Employees' Retirement Association has shortlisted firms for a domestic equity mandate.

  • PIMCO, Threadneedle win Strathclyde bond mandates 09 December 2009

    Henderson New Star and Western Asset Managers have been replaced as bond managers by the Glasgow City Council, IPE reports. They were holders of the Strathclyde Pension Fund’s bonds contracts.

  • ATP rolls out climate change fund with $1.48 billion 08 December 2009

    ATP has set up a climate change fund. The national Danish pension scheme has launched the fund to invest in privately-owned companies across the emerging market economies.

  • First Quadrant wins $200 million global mandate 07 December 2009

    The Iowa Public Employees’ Retirement System (IPERS) has appointed a global multi-strategy manager. Pasadena-based money manager, First Quadrant, has been awarded a $200 million global mandate by the pension fund

  • TCW expels CIO Gundlach, to buy MetWest 07 December 2009

    Los Angeles money manager, TCW Group, has dismissed its CIO, Jeffrey Gundlach. Gundlach, who was also lead manager of TCW’s high-grade bond funds, was also removed from the firm’s board of directors.

  • Julius Baer tops wealth manager league 01 December 2009

    Julius Baer has won Fuchsbriefe’s 2010 league for top wealth managers in the German-speaking countries

  • November

    Study exposes absolute return investment costs 30 November 2009

    Up to 55% of underlying performance from absolute return funds has been 'extracted' through various fees and cost so far in 2009

  • Mackenzie rolls out three mutual funds 18 November 2009

    Mackenzie Financial has launched three new mutual funds. The funds are the Mackenzie Sentinel Strategic Income Class, the Mackenzie All-Sector Canadian Equity Fund and the Mackenzie Maxxum All-Canadian Dividend Class.

  • AMP, China Life in asset management deal 16 November 2009

    AMP has signed a strategic partnership with China Life Insurance for the asset management and pensions sectors.

  • October

    Chicago to award $300m equity, bond mandates 29 October 2009

    The Public School Teachers’ Pension and Retirement Fund of Chicago (CTPF) is seeking international growth equity and direct fixed income managers.

  • State Street enhances wealth management services 28 October 2009

    State Street has made some improvements to its wealth management service offerings.

  • SIFMA names Taft chair-elect 27 October 2009

    Royal Bank of Canada today announced that John Taft, head of the US division of RBC Wealth Management, has been named chair-elect of the Securities Industry and Financial Markets Association (SIFMA) for 2010.

  • Goldman launches Brazil wealth unit 07 October 2009

    Goldman Sachs is looking to establish its private wealth management business in Brazil by the end of October

  • Alternatives boost LPFA performance 06 October 2009

    The London Pensions Fund Authority fund, like many other funds, has suffered from the global financial crisis. However, the performance could have been worse but for its diversification strategy, writes James Norris

  • September

    JP Morgan to sell RIA business to RBC 30 September 2009

    Royal Bank of Canada (RBC) will acquire JP Morgan’s third party registered investment advisor (RIA) servicing business.

  • World Zakat fund to raise $750 million 30 September 2009

    Malaysia’s World Zakat Fund is looking to raise $750 million from high-net-worth Muslims in its first year.

  • BNP Paribas starts wealth unit in Germany 23 September 2009

    BNP Paribas has further extended its business in Germany and will offer wealth management services

  • Crisis forces wealth platforms review 23 September 2009

    After Lehmans, some of the world’s wealthiest investors found they had no information to steer them through the storm. Caroline Allen talks to a firm that threw many of them a lifeline.

  • Future Capital funds Montenegro property venture 18 September 2009

    Future Capital Partners has announced £40 million of capital for a £150 million luxury real estate development investment in Budva, Montenegro

  • Skandia adds GSAM fund to Spectrum 17 September 2009

    Skandia Investment Group has added Goldman Sachs Asset Management’s Emerging Market Debt fund to its Spectrum fund range

  • BNP Paribas plans $300m Gulf fund 09 September 2009

    BNP Paribas is planning to raise $300 million for a private equity fund in the Gulf Arab region

  • KPS Capital boosts fund 09 September 2009

    Special situations private equity firm, KPS Capital Partners, has added $800 million of capital to its KPS Special Situations Fund III

  • Redwood to merge with Ark Fund 09 September 2009

    Ark Fund Management and Redwood Asset Management are planning a merger

  • August

    Dynamic unveils gold mutual fund 25 August 2009

    Toronto-based wealth manager, Dynamic Funds, has launched its Dynamic Strategic Gold Class Fund.

  • June

    Alternative construction 01 June 2009

    Islamic alternative investment products have grown gradually in the recent past. Among these alternatives, hedge funds have proven to be the weakest link. Dr Humayon Dar investigates why hedge funds are so weak in this region and what alternative investment products are popular.

  • May

    Islamic finance comes of age 01 May 2009

    With global financial markets in flux, Shari'a-compliant banking is an increasingly attractive option for Western investors and financial institutions

  • March

    Credit Suisse Hedging Griffo sheds light on Brazil's hedge fund market 30 March 2009

    The Brazil based hedge fund manager, Credit Suisse Hedging-Griffo was instrumental in the launch of hedge funds in Brazil. Ian Hall speaks to the fund about its high profile joint venture with Credit Suisse, how the fund has preformed and its role in Brazil.

  • EquiLend, Pirum and Loanet are put to the test 30 March 2009

    In the second in the series of isf IT road test features, Ian Hall speaks to EquiLend, Pirum and Loanet about the post-trade and trading services they provide. Using actual user feedback, we ask the hard questions.

  • Hedge Fund Research's Kenneth Heinz crunches the numbers 30 March 2009

    Sifting through the financial media, you will be hard pressed to not find an article relating to hedge fund losses, redemptions and possible regulation. But to gauge true state of this industry, you must speak to the ones who track the funds. Ian Hall speaks to leading hedge fund industry data provider, Hedge Fund Research's President, Kenneth Heinz about his outlook for the hedge fund industry and what the numbers really say.

  • In the post 30 March 2009

  • Market analysis: Saudi Arabia 30 March 2009

    Removing mystery to realise returns

  • News in brief 30 March 2009

  • People in brief 30 March 2009

  • Investors look to dollar for safe haven 19 March 2009

    The dollar is likely to remain the main beneficiary of the crises affecting the euro and the yen, reclaiming its status as a safe haven currency, writes James Norris