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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.
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.
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.
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
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.
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.
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.
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.
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.
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.