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2 days ago | 
citywire.com | Ian Heath
Comgest a nommé un nouveau responsable pour son équipe actions des marchés émergents, alors que deux gérants de portefeuille expérimentés sont sur le point de partir, selon une note de Morningstar.
Nick Payne (en photo), qui a rejoint la société de fonds basée à Paris en janvier en provenance de Jupiter Asset Management, a été nommé à la tête de l’ensemble de l’équipe actions des marchés émergents.
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2 days ago | 
citywire.com | Andrew Foerch
While independent RIAs are adopting artificial intelligence (AI) at a steady rate, new data suggests banks and trust companies are lagging increasingly far behind.
A study published this week by wealth technology consultancy F2 Strategy found that 74% of wealth management respondents are currently using AI, a percentage which has risen 23% over the last two years.
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2 days ago | 
citywire.com | James Carthew |Matthew Read
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2 days ago | 
citywire.com | Francesco Colamartino
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2 days ago | 
citywire.com | Ian Heath
Comgest appointed a new leader for its emerging markets equity team, with two veteran portfolio managers set to exit, according to a Morningstar note.
Nick Payne, who joined the Paris-based fund house in January from Jupiter Asset Management, has been appointed head of the entire emerging markets equity team.
He will oversee the group across its Paris and Southeast Asia offices, while continuing to co-manage the $422m Comgest Growth Emerging Markets strategy alongside Slabbert van Zyl.
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2 days ago | 
citywire.com | James Phillipps
Former UBS Global Wealth Management family office veteran Thomas Ang has joined advisory firm Lansberg Gersick Advisors as a partner.
Ang (pictured) will lead LGA’s global family office practice and oversee its Asia advisory team, the company said in a statement. LGA provides a range of structuring and support services for family businesses and family offices, including around succession and philanthropy.
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2 days ago | 
citywire.com | Daniel Grote |Himanshu Singh |Natalia Vasnier |Dylan Lobo
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2 days ago | 
citywire.com | Chris Sloley
Institutional asset owners are being forced to rethink their asset allocation mixes, as well as how they approach both ‘ESG’ as a term and regulation as a moving target, while also looking at a world beyond net-zero targets.
Those were found to be the four topics dominating discussion as part of Morningstar Indexes and Sustainalytics’ fourth annual deep dive into the thinking of asset owners, which took the form of 25 in-depth, one-on-one interviews.
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3 days ago | 
citywire.com | Sam Bojarski |Tania Mitra |Andrew Foerch |Ian Wenik
If step one of bringing private assets to the wealth space was product development, KKR is ready to steam ahead on step two: scaling.
When Doug Krupa, the firm’s head of global wealth solutions in the Americas, joined the firm six years ago, the US business had only five employees; that has grown to about 70 today. Globally, there are more than 100 personnel dedicated to wealth. KKR’s wealth AUM via its K-series is $22bn.
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3 days ago | 
citywire.com | Eva Thomas
Commissioner Hester Peirce wants to amend the definition of accredited investors as she pushes for retail investors to have more access to private markets.
‘Commission rules and regulations, along with commission staff positions, have contributed to keeping retail investors out of the private markets,’ Peirce during the Securities and Exchange Commission’s (SEC) Emerging Trends in Asset Management conference on Thursday morning.