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Brooks Macdonald reports discretionary funds up 7.5 per cent and announces new group CEO

Chris Macdonald, Brooks Macdonald

Thu, 20/10/2016 - 10:41

UK investment managers Brooks Macdonald Group has seen discretionary funds under management increase 7.5 per cent in the quarter to a total of GBP8.922 billion with GBP451 million coming from performance and GBP170 million coming from net new business.  ...Read more


RBC Wealth Management adds three suites of portfolios

Fri, 21/10/2016 - 11:33

Clients of RBC Wealth Management-US have a wider array of options for their smaller retirement accounts with the addition of three suites of investment portfolios from American Funds, Vanguard and iShares. »

Dick Pfister, AlphaCore Capital

AlphaCore Capital takes over fund to expand alts offering

Fri, 21/10/2016 - 11:27

Dick Pfister’s AlphaCore Capital has taken over an alternative mutual fund with a three year five-star Morningstar rating. »

John Fildes, Chi-X Australia

Chi-X sets 7 February launch for TraCRs

Fri, 21/10/2016 - 11:15

Chi-X Australia is on target to commence exclusive trading of Transferable Custody Receipts (TraCRs) on its investment products marketplace in early February 2017. »

M&G to resume trading in M&G Property Portfolio

Fri, 21/10/2016 - 10:40

M&G Investments is to resume trading in the shares of the M&G Property Portfolio and its feeder fund, the M&G Feeder of Property Portfolio, with effect from noon on 4 November 2016. »

Brinker Capital’s Destinations products launch on Adhesion

Fri, 21/10/2016 - 10:25

Brinker Capital has partnered with Adhesion Wealth Advisor Solutions to make its Destinations mutual fund and ETFh products available to the RIAs on Adhesion’s platform. »

Katipult and Mangopay launch UK P2P lending solution

Fri, 21/10/2016 - 09:44

Katipult has partnered with Mangopay to launch a disruptive lending solution in the UK, providing what it says is a “secure and flexible transaction environment to manage the incoming and outgoing payment flows”. »

Bumper year for European commodity ETFs

Thu, 20/10/2016 - 16:03

The European ETF market attracted EUR17.9 billion in net new money in the third quarter of 2016, more than doubling the EUR8 billion registered in the second quarter, according to Morningstar’s latest fund flows report.  »

IFISA ‘attracting new P2P investors’

Thu, 20/10/2016 - 12:40

The Innovative Finance ISA (IFISA) is attracting new investors to peer-to-peer (P2P) investing, and potentially opening up access to billions of pounds of financing for UK SMEs, according to Crowdstacker. »

Will Vicars, Caledonia

Caledonia adds to executive team

Thu, 20/10/2016 - 11:09

Caledonia (Private) Investments, an independent global long/short equity investment manager, has appointed David Scully, former partner and chief marketing officer of Coatue Management, as vice chairman, US. »

Standard Life announces two way integration with IRESS

Thu, 20/10/2016 - 10:46

Following the announcement on the upgrade to its Wrap Platform last week, Standard Life has announced a deepening of the platforms’ integration with IRESS Adviser Office, enabling, it says, seamless account opening functionality to adviser firms.  »



Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 09:14



Guide to ETFs for Wealth & Asset Managers
Switzerland Hedge Fund Services 2016

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 10:12

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