The head of portfolio management at Zurich-based private bank Globalance has moved to a senior role at Oddo BHF, Citywire can ...

Expansion of the office where the firm was founded reinforces its growth strategy in the Swiss and Offshore markets ...

The best fund for the year so far is the $1.4bn Virtus Seix Floating Rate High Income fund (SAMBX) with a 4.87% return. Managed by George Goudelias, Vincent Flanagan, and Eric Guevara, the fund has 16 ...

CGT’s manager change also provides Alastair Laing the opportunity to step back from his formal role as co-manager to focus on chief executive duties. He will remain a member of the trust’s asset ...

Karina Funk will come off multiple large ESG funds in March as she transitions to an advisory role with the firm. As a result, Morningstar has put the $4.1bn Brown Advisory Sustainable Growth ETF ...

The combination with JPMorgan US Smaller Companies concludes a three-month strategic review and will facilitate the exit of activist investor Saba Capital.

Robert F. Smith discusses the disruption AI will create, how the public market has a limited view in what's actually happening in software and the shakeout he expects in PE.

One unimplemented Mpati Commission recommendation is that the PIC move away from having a politician as board chair.

Erik Hirsch, co-CEO at alternatives firm Hamilton Lane, has warned against firms pushing their private markets products too ...

Bluespring's newest deal combines California-based Family Wealth Counseling and Arizona-based KDI Wealth Management.

LPL's Independent Advisor Network is an affiliation model that gives advisors administrative, compliance and onboarding support.

The bank is replacing a raft of wealth jobs with AI, but in the lucrative world of private banking, algorithmic tools are unlikely to replace the human touch.