Vontobel Asset Management has packaged four of its investment strategies into collective investment trusts, using SEI Trust Co. as the trustee.
The four new trusts, which are designed for use by employer-sponsored retirement plans, pension plans and insurance companies, are the Vontobel International Equity Trust, the Vontobel Global Equity Trust, the Vontobel Emerging Markets Equity Trust, and the Vontobel US Equity Trust.
The Vontobel International Equity Trust is registered with Nasdaq Fund Network, allowing access to daily net asset value and performance information. Registration for the other CITs will follow, Vontobel said in a press release.
SEI Trust Co. is a wholly owned subsidiary of SEI Investments (SEIC).
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
Employee accounts, crypto trials and job cuts frame a pivotal year for the Swiss lender.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
