Asset Classes:

Última actualización: 12:48 / Tuesday, 25 de June de 2019


Appointments / On September 2nd
Margaret Franklin Becomes First Woman to Lead the CFA Institute
Appointments / LatAm push
Monica Mavignier and Alessandro Merjam Join HSBC in Miami
Alternatives / Report by Nephila
Nations and Corporations can Address Climate Change by Transferring Weather Risks to Investors
Alternatives / For diversification
Block Asset Management Believes Portfolios Should Hold Crypto Assets
Business / Plans to open a Florida office
Pivotal Planning Group Joins Dynasty Financial Partners
44 found in the last 3 months
Appointments | 14:11 | 24/06/2019
On September 2nd

CFA Institute, the global association of investment professionals, has appointed Margaret Franklin, CFA, as its new CEO and President, the first woman to hold the position in its 73-year history.

Appointments | 16:49 | 24/06/2019
LatAm push

HSBC Private Banking continues to strengthen its team serving Latin American clients from the United States. As confirmed to Funds Society, Monica Mavignier and Alessandro Merjam have joined the team led by George Moscoso.

Alternatives | 12:09 | 19/06/2019
Report by Nephila

A new report examines how public and private entities, including those in developing nations, are mitigating the financial impacts of extreme weather events and supporting climate change adaptation by transferring risk to private insurance and capital markets.

Alternatives | 08:35 | 19/06/2019
For diversification

The emergence of the Crypto asset class has been largely driven by the increasing awareness amongst investors that Crypto assets are indeed a credible alternative to fiat currencies, as they allow for more efficient payments at virtually no cost but also create significant operational cost saving

Business | 08:26 | 19/06/2019
Plans to open a Florida office

Dynasty Financial Partners announced that they have partnered with leading independent advisory firm Pivotal Planning Group.  Based on Long Island, NY and in Norfolk, Virginia, Pivotal Planning Group, manages $275 million in individual and 401(k) assets.

Markets | 09:47 | 13/06/2019
MFS Investment Management

The key to navigating the credit cycle, according to Brad Rutan, Investment Product Specialist at MFS Investment Management, is anticipating inflections, repositioning early and being patient.

Appointments | 03:45 | 13/06/2019
Michel Palacci & Daniel Geller

Bolton Global Capital is pleased to announce that Michel Palacci has joined the firm’s Manhattan office. Palacci was formerly with Morgan Stanley where he managed assets of $125 million.

Business | 09:20 | 13/06/2019
Third Edition

Funds Society is proud to present the third edition of its Asset Manager’s Guide NRI, a comprehensive list of asset management firms providing UCITS investment solutions to investment professionals in the wealth management non resident industry.

Business | 13:39 | 13/06/2019
Salud, esfera and escala

Legg Mason and Corporación Actinver announced the signing of a strategic alliance agreement that will allow Actinver to manage and make available to its clients in Mexico funds using investment advice provided by Legg Mason-affiliated asset managers.

Business | 03:39 | 13/06/2019
Enclave Wealth Advisors

Enclave Wealth Advisors, the investment advisory team led by industry veterans Terry C. Murray, CFP® and Brian P. Westcoat, CFP®, CPFA, will join Sanctuary Wealth.