Phil Wood has been appointed head of equities-client portfolio management, a newly created role, at Principal Asset Management, said a May 27 news release. In this role, Wood will lead the global ...

The month of April saw the top 10 Portfolio Management Schemes give about 10% to 6% returns, with Trivantage Capital Management taking the lead at 9.86%. Followed by Qode Advisors' PMS ...

Westlake Portfolio Management (WPM) is back in the business of absorbing outstanding portfolios. The subsidiary loan servicing company of Westlake Technology Holdings has entered into a servicing ...

Last week the FCA surprised everyone by indefinitely pausing its work on SDR labelling for portfolio management, choosing instead to prioritise its model portfolio review. Its rowback marks an end ...

A Montreal-based asset management firm is replacing the U.S. portfolio adviser for one of its funds with an in-house team, a move it says will better serve Canadian clients. The relationship dates ...

Julius Baer’s global leadership in discretionary portfolio management (DPM) is centred on its base in Western Europe, where it wins this year’s best discretionary portfolio management award. Crucial ...

Lombard Odier has secured its position as the Middle East’s best for discretionary portfolio management (DPM). Judges praised the bank's "very strong business proposition", particularly noting the ...

From providing POS systems to small tourist shops to data security and account management Matthew has provided business solutions to many individuals. The best portfolio management software ...

For decades, your investment portfolio has revolved around a key ... And with hundreds of trillions of dollars in assets under management, every percentage point change in allocation strategy ...

IG Wealth Management Logo (CNW Group/IG Wealth Management ... giving clients greater control over tax management, bespoke portfolio adjustments and full transparency into all portfolio activities.

But before ditching the tried-and-true portfolio ... Investment Management LLC is a Registered Investment Advisor and subsidiary of Morningstar, Inc. The Morningstar name and logo are registered ...

The acquisition brings Lumin’s intelligent solutions for electrification, as well as solar and storage systems, into ABB’s portfolio, creating a comprehensive residential energy management ...