Asset Management

BlackRock Recommends Limited Bitcoin Allocation for Investment Portfolios
Capital, Risk & Assets BlackRock Recommends Limited Bitcoin Allocation for Investment Portfolios

BlackRock, a global investment management giant overseeing more than $10 trillion in assets, has recently acknowledged Bitcoin as a legitimate asset class. The firm's senior executives have suggested that investors with appropriate governance and risk tolerance consider allocating up to 2% of

January 2, 2025
Third Point Acquires Birch Grove to Boost Alternative Credit Strategies
Capital, Risk & Assets Third Point Acquires Birch Grove to Boost Alternative Credit Strategies

Third Point, an alternative investment manager with $12 billion in assets, has announced a definitive agreement to acquire AS Birch Grove LP, a diversified alternative credit fund manager. Founded in 1995 by CEO Daniel S. Loeb, Third Point focuses on event-driven investments in equities, venture

December 27, 2024
How Is Fintech Revolutionizing Wealth Management by 2025?
Capital, Risk & Assets How Is Fintech Revolutionizing Wealth Management by 2025?

In the rapidly evolving landscape of wealth management, fintech has emerged as a transformative force, reshaping traditional practices with groundbreaking technological innovations and data-driven insights. This fusion of finance and technology is not merely about introducing new tools but about

December 26, 2024
Rothschild & Co Announces New CFO for Swiss Wealth Management Division
Capital, Risk & Assets Rothschild & Co Announces New CFO for Swiss Wealth Management Division

The financial landscape of Rothschild & Co's Swiss Wealth Management business is on the verge of a pivotal transformation with the announcement of significant leadership changes. As a longstanding figure in the company, Christian Bouet has decided to step down from his operational role in

December 18, 2024
How Will Mariner's New Acquisitions Shape Its Future Growth Strategy?
Capital, Risk & Assets How Will Mariner's New Acquisitions Shape Its Future Growth Strategy?

Mariner, a leading national financial services firm, has significantly increased its presence across the United States through the acquisition of two prominent firms, Atlas Financial in Sarasota, Florida, and Newport Advisory in Newport Beach, California. This strategic expansion incorporates a

December 16, 2024
How Are UBS and Barclays Approaching US Wealth Market Differently?
Capital, Risk & Assets How Are UBS and Barclays Approaching US Wealth Market Differently?

In the dynamic landscape of private banking and wealth management, UBS and Barclays exemplify two markedly different approaches to cultivating growth, especially with regard to their strategies concerning the U.S. market. The divergence in their plans and subsequent actions reveals a lot about each

December 13, 2024
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