Vimeo
LinkedIn
Instagram
Share |

asset management

November 25, 2020

The Russell Investments annual ESG Manager Survey of active managers assesses the integration of ESG considerations in investment processes among equity, fixed income and private market managers and spotlights firm wide policies, use of data, engagement and integration.

The Russell Investments annual ESG Manager Survey of active managers assesses the integration of ESG considerations in investment processes among equity, fixed income and private market managers and spotlights firm wide policies, use of data, engagement and integration.

The survey was conducted from 26 May to 17 July, with the results published 6 October, 2020.

Have environmental, social and governance factors increased or decreased in importance?

November 18, 2020

The future looks even more uncertain than usual. Normally uncertainty translates into lower asset prices. But not this time. And with the prices of all assets buoyed by abundant liquidity, we fear a traditional ‘diversified’ portfolio is not going to be much protection in the next market convulsion.

The future looks even more uncertain than usual. Normally uncertainty translates into lower asset prices. But not this time. And with the prices of all assets buoyed by abundant liquidity, we fear a traditional ‘diversified’ portfolio is not going to be much protection in the next market convulsion.

In particular, we believe that conventional bonds will provide neither acceptable returns in good times, nor much protection in a downturn.

November 12, 2020

The popular interactive Campden Club webinar series returns with its 6th Virtual Fund Manager & Investment Event on 1 December, open virtually for global participants.

The popular interactive Campden Club webinar series returns with its 6th Virtual Fund Manager & Investment Event on 1 December, open virtually for global participants.

Campden Club will host a select group of four funds or direct investments who will present their strategies in the next webinar. To date these have included impact investments, equities, venture capital, private equity, private credit, private debt, real estate, hedge funds, agriculture, emerging markets, technology and more.

May 14, 2020

After closing one of the worst quarters ever for equity markets, Q2 started on a high note, with indices (S&P 500 and Euro Stoxx 600) recovering markedly from the bottom hit during the previous month. According to Amundi Asset Management, there is clearly a battle between bull and bear forces taking place.

After closing one of the worst quarters ever for equity markets, Q2 started on a high note, with indices (S&P 500 and Euro Stoxx 600) recovering markedly from the bottom hit during the previous month. According to Amundi Asset Management, there is clearly a battle between bull and bear forces taking place.

May 24, 2017

Family office investors should remain steadfast and open minded during this period of political uncertainty, a top wealth adviser says.

Family office investors should remain steadfast and open minded during this period of political uncertainty, a top wealth adviser says.

“People [are] suggesting that markets are horribly expensive and that the global economy is going to slow down precipitously,” Kevin Gardiner, Rothschild Wealth Management’s global investment strategist, said.

“I’d keep an open mind because I’m not sure either of those things are true.”

December 14, 2012

External asset advisers are benefiting from a growing distrust among wealthy families in big banks, according to a director at financial research firm Cerulli Associates.

External asset advisers are benefiting from a growing distrust among wealthy families in big banks, according to a director at financial research firm Cerulli Associates.



Following the 2008/2009 financial crisis, Bing Waldert reckons the wealthy are increasingly using multi family offices to manage their money – and MFOs in turn are making use of external asset advisers. 
 

August 31, 2011

Asset managers are failing to connect with family offices, despite family offices controlling up to $1 trillion of the US’s wealthiest families’ assets, a report from Cerulli Associates shows.

Asset managers are failing to connect with family offices, despite family offices controlling up to $1 trillion of the US’s wealthiest families’ assets, a report from Cerulli Associates shows.

Robert Testa, lead author of the report, said this disconnect is influenced by business development strategies and ongoing support issues.

Read the full story over at CampdenFO.  

August 23, 2011

Family-owned financial adviser Rothschild is to take over Elgin Capital, in a move that will significantly increase the group’s leveraged buyout loans.

Family-owned financial adviser Rothschild is to take over Elgin Capital, in a move that will significantly increase the group’s leveraged buyout loans.

A spokesman for Rothschild confirmed the plans but refused to provide a timeline for the completion of the deal. He told CampdenFO that the acquisition will triple Rothschild’s leveraged loans under management, which will help the business take advantage of the associated higher returns.

February 15, 2011

Billionaire Ernesto Bertarelli’s new asset manager, Northill Capital, is set to complete its first deal from a potential $1 billion war chest, according to a report in Financial News.

Billionaire Ernesto Bertarelli’s new asset manager, Northill Capital, is set to complete its first deal from a potential $1 billion war chest, according to a report in Financial News.  

John Little, who joined Northill last year after being vice-chairman of asset management company BNY Mellon, told Financial News: “Northill has $1bn from the family to deploy, in seed capital or equity capital. That is a target, it could be more, it could be less.”

Click here >>
Close