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31 Mar 2023 · 13:44
Funds Society
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Funds Society, Miami

Featured

NewsAppointments

Effective 5 April 2023

The Board of Directors of UBS Group AG Announces Sergio P. Ermotti as Its New Group Chief Executive Officer

Por Funds Society, Miami
  • Credit ...
  • UBS

NewsAppointments

For Private Wealth

KKR Names Paula Campbell Roberts Chief Investment Strategist

Por Funds Society, Miami
  • alternatives
  • KKR

NewsMarkets

Despite Banking Crisis

Fed Raises Interest Rates Another 0.25 points and Does Not Rule Out Further Hikes

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  • FED
  • interest ...

NewsAppointments

A Newly Created Leadership

Franklin Templeton Appoints James Andrus as Vice President of Sustainability Global Markets

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  • ESG
  • Franklin ...

NewsAppointments

Allison Chance Carter and Timothy ...

Fiduciary Trust International Continues to Expand its Presence in Atlanta

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  • Florida
  • Franklin ...
  • U.S.

NewsMarkets

The Workforce Is Expected to ...

Principal Survey Identifies the Leading Disruptors to the Retirement Industry By 2030

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  • Principal ...
  • retirement
  • U.S.

NewsBusiness

A New Division

Allfunds Launches Allfunds Alternative Solutions

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  • Allfunds
  • alternative ...
  • Wealthtech

NewsAppointments

From Merrill Wealth Management

UBS Hires $640 Million Advisor Team in Sarasota

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  • EE.UU.
  • Florida
  • UBS

NewsMarkets

UBS Opinion

Sustainability Remains a Key Driver Despite US Partisan Divide

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  • Biden
  • retirement
  • UBS

NewsAppointments

Fernando Pérez Castillo Also Joins ...

Ximena Guevara and Carolina Thompson Joins Insigneo From Morgan Stanley

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  • Insigneo
  • Morgan ...

NewsMarkets

KPMG Report

The Transfer of Family Businesses Can Vary by Millions of Dollars Depending on Location

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  • family ...
  • KPMG
  • wealth ...

NewsBusiness

Focus on the French market

Mapfre Acquires 51% of La Financiere Responsable’s Share Capital

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  • ISR
  • La ...
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NewsBusiness

Effective Immediately

Polen Capital Opens Hong Kong Office to Expand Emerging Markets Capabilities

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  • Hong ...
  • polen ...

StyleMarkets

Boston Took Second Spot with ...

San Francisco Takes Top Spot in Schroders Global Cities Index

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  • Ranking
  • Schroders
  • U.S.

NewsBusiness

8.75 Euros per Common Share

Euronext Launches a Proposed Public Offer for Allfunds

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  • Allfunds
  • Euronext
  • OPA

NewsAppointments

Effective 27 March

Barclays Appoints New Co-Heads of Investment Banking

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  • Barclays
  • EMEA

News

Achieving a Holistic View of ...

The Unified Managed Householding Is a Key Focus for Advisors in 2023

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  • Cerulli

NewsMarkets

Realtor Survey

Love or Money? Housing Costs Impact Romantic Decisions

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  • EE.UU.
  • Millennials
  • Real ...

NewsBusiness

New Society

Tigris Investments and Zink Solutions Create Tigris Alts to Reinforce their Commitment to Alternative Investments

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  • alternatives
  • Tigris ...
  • Zink ...

NewsAlternatives

First American Real House Price ...

House Prices Declining Fastest in Overvalued Markets

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  • Real ...
  • U.S.

NewsAlternatives

Cerulli Report

Alternative Managers Place Higher Priority on Domiciles

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  • Cerulli
  • U.S.

NewsAppointments

Managing a Book of Over ...

Angel Colina and his Team Joins Insigneo From Morgan Stanley

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  • Insigneo
  • Miami
  • Morgan ...

NewsBusiness

UCITS Funds

Matthews Asia Announces an International Distribution Agreement with Capital Strategies Partners

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  • Capital ...
  • distribution
  • Matthews ...

NewsAppointments

On June 30, 2023

Marty Flanagan, President and CEO of Invesco, Retires and Will be Replaced by Andrew Schlossberg

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  • Américas
  • EMEA
  • Invesco

NewsMarkets

With Transactions Amounting to $8.081 ...

Santander was the global leader in export finance in 2022

Por Funds Society, Miami
  • Finance
  • loans
  • Santander

NewsBusiness

Asset Securitization

FlexFunds Issues Its ETP 500 for Driftwood Capital

Por Funds Society, Madrid
  • ETPs
  • global
  • Miami

NewsAppointments

Effective Immediately

Sanctuary Wealth Embarks on Next Stage of Growth with Appointment of Adam Malamed As Chief Executive Officer

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  • CEO
  • Growth
  • New ...

NewsMarkets

Cerulli Report

More M&A Ahead for Private Bank & Trust Companies

Por Funds Society, Miami
  • Cerulli
  • M&A

NewsAppointments

From BlackRock

Jennifer Ryan Joins Lazard Asset Management as Head of North American Distribution

Por Funds Society, Miami
  • Lazard ...
  • U.S

NewsAppointments

Javier Rivero is Appointed President ...

Insigneo Appoints Homar Mauras to Market Head for the Andean Region, Central America and The Caribbean

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  • Insigneo
  • Puerto ...
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NewsBusiness

Uk, Sweden, Spain, Italy, Switzerland, ...

Australian Boutique Investment Manager Maple-Brown Abbott Partners with Hyde Park Investment

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  • distribution
  • Europe
  • Hyde ...

NewsAlternatives

Cerulli Report

High-Net-Worth Investors Embrace Alternative Investments

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  • Cerulli
  • EE.UU.

NewsBusiness

Will Expand Technology Platform

Apex Group Enhances Technology Offering with PFS Acquisition

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NewsAppointments

Effective Immediately

AXA IM Appoints Olivier Paquier as Global Head of ETF Sales

Por Funds Society, Madrid
  • AXA ...
  • distribution
  • ETFs

NewsAppointments

From Natixis IM

M&G Appoints Joseph Pinto as CEO M&G Asset Management

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  • Business
  • CEO
  • M&G ...

NewsAppointments

Effective as of 1st March ...

Natixis Investment Managers Appoints Fabrice Chemouny as Head of International Distribution

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  • Business
  • distribution
  • Natixis ...

NewsBusiness

Mercado dinámico y en crecimiento

KKR Commits to Invest an Addiotional $1.15 Billion in Aircraft Leasing with Altavair

Por Funds Society, Madrid
  • KKR
  • private ...

NewsBusiness

AXA WF ACT Plastic & ...

AXA IM Launches an Equity Fund Dedicated to the Plastic and Waste Transition

Por Funds Society, Miami
  • AXA ...
  • climate ...
  • ESG

NewsBusiness

With Estancia Capital Partners

Snowden Lane Partners Secures $100 Million Credit Facility

Por Funds Society, Miami

NewsAppointments

Effective March 31, 2023

Franklin Templeton names Manraj Sekhon CIO for Templeton Global Equity Investments

Por Funds Society, Madrid
  • Equities
  • Franklin ...
  • private ...

NewsMarkets

By Byron R. Wien and ...

Blackstone Announces the Ten Surprises for the 2023

Por Funds Society, Miami
  • alternatives
  • Blackstone
  • U.S.

NewsAppointments

Effective January 1, 2023

iCapital Appoints Regulatory Expert Agnes Bundy Scanlan to Its Board of Directors

Por Funds Society, Miami

NewsMarkets

Morgan Stanley Report

6 Ways to Start Fresh Financially in 2023

Por Funds Society, Miami
  • financial ...
  • Morgan ...

NewsAlternatives

Preqin Global Report 2023

Strong Headwinds Dominate the Real Estate Outlook

Por Funds Society, Miami
  • Preqin
  • Real ...
  • U.S.

NewsMarkets

Cerulli Report

Asset Growth Drivers and Opportunity Align for Fixed-Income ETFs

Por Funds Society, Miami
  • Cerulli
  • ETFs
  • U.S.

News

Effective in January

Antonia Apps Appointed Director of the SEC’s New York Regional Office

Por Funds Society, Miami

NewsBusiness

Via FlexTrade's FlexFI

UBS Asset Management and J.P. Morgan Execute First Electronic Bilateral Trade

Por Funds Society, Miami
  • EE.UU.
  • JP ...
  • Technology

NewsMarkets

For the 2023

Raymond James’s 12 Wishes For the New Year

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  • EE.UU.
  • Raymond ...

NewsMarkets

MFS Report

Looking Ahead to 2023: End and Beginning of an Earnings Cycle

Por Funds Society, Miami
  • EE.UU.

NewsMarkets

Cerulli Report

Millennial and Generation Z Financial Wealth Jumped 25% in 2021

Por Funds Society, Miami
  • Cerulli
  • Millennials
  • wealth ...

NewsAppointments

For Expand Wealth Management Services ...

Cyndeo Wealth Partners Adds Veteran Advisors Thomas Havard and Michael Scott Crouch to Firm

Por Funds Society, Miami
  • Florida
  • U.S.
  • wealth ...

NewsMarkets

IMF Report

Bumps in the Energy Transition

Por Funds Society, Miami
  • climate ...
  • ESG
  • IMF

NewsAlternatives

Preqin Global Report 2023

Hedge Fund CTA Strategies Shield Investors from Market Turmoil in 2022

Por Funds Society, Miami
  • Preqin
  • U.S.

NewsAlternatives

Cerulli Report

Inflationary Pressures Drive U.S. Institutional Investors to Alternative Investments

Por Funds Society, Miami
  • Cerulli
  • private ...
  • private ...

NewsBusiness

To Global Clients and Advisers

Investors Trust and QB Partners Sings an Strategic Partnership

Por Funds Society, Miami
  • investors ...
  • U.S.

NewsRegulation

Takes Effect Jan. 1, 2024

FinCEN Issues Final Rule for Implementation of Corporate Transparency Act

Por Funds Society, Miami
  • AML
  • Banks
  • FIBA

NewsAppointments

By the end of the ...

Rebeca Patterson Resigns from her Position as Chief Investment Strategist at Bridgewater Associates and Leaves the Firm

Por Funds Society, Miami
  • Bridgewater ...
  • hedge ...
  • Inversiones

NewsMarkets

Cerulli Report

Asset Managers’ Marketing Efforts Unaffected by the Challenges Confronting ESG

Por Funds Society, Miami
  • asset ...
  • ESG

NewsMarkets

With Independent Research and Insights ...

Morningstar Launches New Research Portal for Financial Advisors

Por Funds Society, Miami
  • Morningstar
  • U.S.

NewsBusiness

Focus in LatAm & Miami

New business wins drive growth of Apex Group’s Miami office

Por Funds Society, Miami
  • Brazil
  • US ...
  • wealth ...

NewsBusiness

Strategic Partnership

U.S. Bancorp Completes Acquisition of Union Bank

Por Funds Society, Miami
  • California
  • U.S.

NewsMarkets

Morgan Stanley Report

Bonds vs Stocks: Ideas for the 2023

Por Funds Society, Miami
  • bonds
  • High ...
  • Morgan ...

NewsMarkets

Janus Henderson Survey

Self-Directed Investors Are Staying the Course Amid Inflation and Stock Market Concerns

Por Funds Society, Miami
  • Janus ...
  • U.S.

NewsMarkets

Inflation to Peak

Santander Expects Market Recovery in the First Quarter of 2023

Por Funds Society, Miami
  • global ...
  • Inflation
  • Santander

NewsMarkets

Cerulli Report

More Advisors Want Customized Model Portfolios

Por Funds Society, Miami
  • Cerulli

NewsAlternatives

iCapital Report by Anastasia Amoroso

What’s Next After FTX?

Por Funds Society, Miami
  • CryptoCurrency
  • iCapital

NewsAppointments

Richard Gillingwater Retires

Janus Henderson Announces Changes to Board of Directors

Por Funds Society, Miami
  • Janus ...
  • U.S.
  • UK

News

Realtor October Report

U.S. Housing Supply Breaks Records While Prices Still Remain High

Por Funds Society, Miami

NewsBusiness

Into the Dynasty Network

Jim Martin and Team Launch Nordwand Capital, a $5 billion Multi-Family Office and Investment Firm

Por Funds Society, Miami
  • EE.UU.

NewsMarkets

Morgan Stanley Report

Three Reasons Investors Should Look to Emerging Markets

Por Funds Society, Miami
  • Emerging ...
  • Morgan ...

NewsMarkets

Schroders Global Investor Study 2022

‘Expert’ Investors Believe Sustainable Investing Most Likely to Drive long-term Returns

Por Funds Society, Miami
  • ESG
  • Schroders

NewsBusiness

In Private Markets

Insigneo and iCapital Partner to Provide US and Latam Investors Access to Alternative Investment Opportunities

Por Funds Society, Miami
  • alternatives
  • iCapital
  • Insigneo

NewsMarkets

Fitch Report

LatAm and the Caribbean Most Exposed to a US Recession

Por Funds Society, Miami
  • Fitch

NewsAlternatives

Preqin Report

Venture AUM in the Southeastern US has Quadrupled

Por Funds Society, Miami
  • Florida
  • Preqin
  • U.S.

NewsMarkets

Cerulli Report

Market Volatility Drives Demand for Financial Planning Services

Por Funds Society, Miami
  • advisors
  • Cerulli
  • U.S.

NewsBusiness

Professional Wealth Management Software

HSBC U.S. Private Banking Enhances Wealth Management Solutions with Addepar

Por Funds Society, Miami
  • HSBC
  • U.S.

NewsBusiness

New Aggregated Payment Platform

BNY Mellon Launches New Payment Platform Vaia for Payee-Choice Disbursements

Por Funds Society, Miami
  • BNY ...
  • U.S.

NewsMarkets

Cerulli Report

Asset Managers Stand Firm on ESG Integration Despite Political Pressure

Por Funds Society, Miami
  • Cerulli
  • ESG

NewsMarkets

Inaugural Global Investor Portfolio Study

Morningstar Finds Wide Divergence in Investor Behavior and Portfolio Construction Across 14 Markets

Por Funds Society, Miami
  • markets
  • Morningstar

NewsBusiness

Provides Strategies for Global Investment ...

Jimmy Ly and José Castellano found Tigris Investments

Por Funds Society, Miami
  • Asset ...
  • Latam
  • Miami

NewsAlternatives

Fitch Ratings Report

Hurricane Ian Fallout Will Test Catastrophe Bond Investor Appetite

Por Funds Society, Miami
  • Fitch ...
  • Florida

NewsAppointments

He Reports to Chief Investment ...

Northern Trust Asset Management Names Antulio Bomfim Head of Global Macro for Fixed Income

Por Funds Society, Miami
  • FED
  • Fixed ...
  • Northern ...

NewsMarkets

Cerulli Report

Managed Accounts Assets Climb to $10.7 Trillion

Por Funds Society, Miami
  • AUM
  • Cerulli

NewsAppointments

Effective March 1, 2023

MFS Names Global CO-CIOs of Fixed Income

Por Funds Society, Miami
  • MFS ...

StyleAlternatives

An initiative between the Rembrandt ...

Rembrandt’s Famous Masterpiece Available In 8,000 NFTs Pieces

Por Funds Society, Miami

NewsBusiness

A Strategy Change

Principal Financial Group Strengthens Commitment to Global Asset Management

Por Funds Society, Miami
  • Principal
  • Principal ...

NewsAlternatives

For Bitcoin and Ethereum

BNY Mellon Launches New Digital Asset Custody Platform

Por Funds Society, Miami
  • Bitcoin
  • BNY ...
  • Ethereum

NewsMarkets

Cerulli Report

Advisor Practices Are Adopting Model Portfolios

Por Funds Society, Miami
  • Asset ...
  • Cerulli
  • wealth ...

NewsMarkets

3.2% in 2022 and 2.7% ...

IMF World Economic Outlook Projects 25% Probability Global Growth Could Fall Below 2%

Por Funds Society, Miami
  • global ...
  • Growth
  • IMF

NewsRegulation

Facing New Technologies

SEC Adopts Rule Amendments to Modernize How Broker-Dealers Preserve Electronic Records

Por Funds Society, Miami
  • SEC
  • Technology

NewsAppointments

As of October 10

M&G Appoints Andrea Rossi as Chief Executive Officer

Por Funds Society, Miami
  • MG
  • Negocio

NewsRegulation

To Pay Penalties Totaling More ...

SEC Charges 16 Wall Street Firms with Widespread Recordkeeping Failures

Por Funds Society, Miami
  • Regulation
  • SEC

NewsETF

Cerulli Report

Emerging Markets Present Appeal to ETF Issuers and Index Fund Providers

Por Funds Society, Miami
  • Asia
  • Cerulli
  • ETF

NewsMarkets

Cerulli Report

Mergers and Acquisitions and Advisor Recruitment Are Top-of-Mind for Private Banks

Por Funds Society, Miami
  • Cerulli ...
  • M&A
  • private ...

NewsBusiness

For China Market

Julius Baer Acquires Stake in GROW Investment Group

Por Funds Society, Miami
  • Asia
  • Julius ...

NewsBusiness

October 5-7 in Palm Beach

Janus Henderson Will Present Its Strategy in Healthcare Investment at the VII Investment Summit of Funds Society

Por Funds Society, Miami
  • Investment ...
  • Janus ...
  • Miami

NewsAppointments

Specializing in Brazilian Clients

Edoardo Castelli Joins Morgan Stanley in Miami

Por Funds Society, Miami
  • Brazil
  • Miami
  • Morgan ...

NewsMarkets

ING Report

US Food Supply Chains Struggle to Get Back into Shape

Por Funds Society, Miami
  • EE.UU.
  • food
  • ING

NewsAppointments

Paul Halpern

J.P. Morgan Wealth Management Appoints New Chief Marketing Officer

Por Funds Society, Miami
  • EE.UU.
  • JP ...
  • Marketing

NewsMarkets

Cerulli Report

Investment Consultants See Demand Rise and Managers Adopt New Engagement Models

Por Funds Society, Miami
  • Asset ...
  • Cerulli ...
  • US

NewsBusiness

To Provide a Set of ...

iCapital and Ares Wealth Management Solutions Expand Partnership

Por Funds Society, Miami
  • EE.UU.
  • iCapital
  • wealth ...

NewsMarkets

Cerulli Report

Investments in Technology and Automation Pay Off for Retirement Plan Providers

Por Funds Society, Miami

NewsMarkets

Global Data Research

What Are the Key Trends That Will Impact the Global Cybersecurity Market in the Coming Months?

Por Funds Society, Miami
  • ciberseguridad
  • EE.UU.

NewsMarkets

Article by Fitch Ratings

Severe US Housing Downturn Possible, but Not Yet Probable

Por Funds Society, Miami
  • EE.UU.
  • Fitch ...
  • Real ...

NewsAppointments

Incorporating Sebastián Ochagavía as Managing ...

DAVINCI Trusted Partner Launches its Institutional Distribution and Alternative Investments Divisions

Por Funds Society, Miami
  • alternative ...
  • Appointments
  • negocio ...

NewsBusiness

With Pontera’s SOC 2 Certified ...

Dynasty Financial Partners Forms Partnership with Pontera to Improve Client Retirement Outcomes

Por Funds Society, Miami
  • EE.UU.
  • Pension ...

NewsAlternatives

AlphaKeys Funds

iCapital to Acquire US Alternative Investments Feeder Fund Platform from UBS

Por Funds Society, Miami
  • iCapital
  • U.S.
  • UBS

NewsMarkets

Opinion by Bci Asset Management

Why LatAm Corporate Debt, Why Now?

Por Funds Society, Miami
  • Asset ...
  • Emerging ...
  • Latam

Style

Article by Morgan Stanley

Common NFTs and Metaverse Scams

Por Funds Society, Miami
  • CryptoCurrency

NewsBusiness

Considers Differences in Life Expectancy, ...

BlackRock Introduces Model Portfolios Designed to Help Investment Outcomes for Women

Por Funds Society, Miami
  • Blackrock
  • Women
  • Women ...

NewsAppointments

The Jacobi-Hakala Group

Snowden Lane Partners Adds Latest Advisor, Creates $360 Million Advisor Team

Por Funds Society, Miami
  • New ...
  • wealth ...

NewsMarkets

Article by Global Sourcing Brief

Important Things to Consider Before Hiring New Remote Employee

Por Funds Society, Miami
  • EE.UU.
  • markets

NewsAppointments

Raul Rohr

Bolton Recruits Former Merrill Lynch Advisor with $130 Million AUM

Por Funds Society, Miami
  • bolton ...
  • EE.UU.
  • wealth ...

Most popular

Appointments

Effective 5 April 2023

The Board of Directors of UBS Group AG Announces Sergio P. Ermotti as Its New Group Chief Executive Officer

Gabelli's column

This Macro-Driven Volatility is an Opportunity for Value Investors

ETF

FlexFunds: Interview with the CEO

José Carlos González: “The flexibility of FlexFunds’ solutions is superior to that offered by an AMC”

Thornburg Investment Management

How to Invest During the Fed’s Game of Inflation Catch-up

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