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Lyxor: ‘Active managers fared fairly well in 2017’ – challenges ahead

By: Adrien Paredes-Vanheule | 24 Apr 2018

Research published today by Lyxor Asset Management, the French fund manager, reveals that active managers “fared fairly well” in 2017, particularly compared with their performance a year…

Qatari regulator issues Guardian WM with $1m fine

By: Christopher Copper-Ind | 24 Apr 2018

Guardian Wealth Management Qatar (GWM) has been fined $1m plus costs by the Qatar Financial Centre Regulatory Authority, in a development that GWM says stems from the…

Old Mutual sets out details of its restructuring ahead of flotation

By: Christopher Copper-Ind | 24 Apr 2018

Old Mutual, the British and South African international financial services group, has clarified the final details of its long-planned break-up, as the company readies itself to split…

Ventura to succeed Fregonese as Carmignac’s global head of sales

By: Helen Burggraf And Adrien Paredes-Vanheule | 24 Apr 2018

Carmignac Gestion, the Paris-based, €55bn-plus investment house, has promoted Giorgio Ventura, to head of its global sales operations, succeeding Davide Fragonese, who has left the company. Fragonese…

Ashburton unveils partnership with Fidelity Int’l on multi asset

By: Helen Burggraf | 23 Apr 2018

Ashburton Investments, the asset management arm of the FirstRand Group, has entered a strategic partnership with Fidelity International, the $324bn global asset manager, the companies announced today.…

US investment industry, gov’t embark on ‘best interest’ debate

By: Helen Burggraf And Christopher Copper-Ind | 23 Apr 2018

Ever since the publication last Wednesday by Securities and Exchange Commission chairman Jay Clayton of a proposed overhaul of the way US financial advisers deliver advice to…

Offshore sector clashes with media over Paradise Papers fallout

By: Christopher Copper-Ind | 19 Apr 2018

The International Consortium of Investigative Journalists (ICIJ) has come under renewed attack from members of the offshore finance industry following its role in the publication of law…

Mark Woodward to join St. James’s Place Wealth Management Asia

By: Christopher Copper-Ind | 18 Apr 2018

St. James’s Place Wealth Management Asia, the international business of the FTSE100 wealth manager, has announced that Mark Woodward is joining the St. James’s Place Partnership. Woodward…

UK-based advisory firm: Mortgage biz on FSCS default list ‘dissolved in 2014’

By: Helen Burggraf | 18 Apr 2018

Blevins Franks Financial Management Ltd, one of the longest-established advisory firms specialising in looking after expatriate British nationals, said it has contacted the Financial Services Compensation Scheme…

OMGI switches manager of its Asian equity funds, post-review

By: Helen Burggraf | 17 Apr 2018

Old Mutual Global Investors said that it is moving the management of its two Asian equity funds, currently managed from Hong Kong, to its global equities desk…

Alexandre de Rothschild to succeed father at Rothschild & Co

By: Helen Burggraf | 17 Apr 2018

 Alexandre de Rothschild is to succeed his father as the chairman of Rothschild & Co., the Paris-based banking group, as a long-planned succession finally takes place, putting…

Guernsey Finance names London rep to ‘enhance City connections’

By: Helen Burggraf | 16 Apr 2018

Guernsey Finance, the promotional arm of Guernsey’s financial services industry, has named Adrian Norman to represent the interests of its members in London, on a permanent basis.…

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