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Articles and Features


Best wishes for 2017 from the Global Fund Media team

Fri, 23/12/2016 - 08:30

The Global Fund Media newsletter team is taking its customary year-end break, and will resume business as usual on Tuesday 3 January. »


Best wishes for 2016 from the Global Fund Media team

Wed, 23/12/2015 - 08:00

The Global Fund Media newsletter team is taking its customary year-end break, and will resume business as usual on Monday 4 January. »


Walker Crips Group sees revenues rise 12.2 per cent in Q2

Fri, 18/07/2014 - 16:01

Walker Crips Group has reported a 12.2 per cent increase in net group revenue for Q2 2014 to GBP3.6 million, compared with GBP3.2 million in the corresponding period last year. »


More than half of HNW Americans engage in hobby investing

Fri, 18/07/2014 - 14:03

Just over half of high-net-worth Americans – those with at least USD1 million in investable assets – engage in some form of hobby investing, according to a study by BMO Private Bank. »

Thumbs up

IHT Wealth Management joins LPL Financial’s broker-dealer and RIA custodial platform

Fri, 18/07/2014 - 10:04

IHT Wealth Management has transitioned to LPL Financial’s broker-dealer and hybrid RIA custodial platform. »

Thumbs up

Invesco, First State and Fidelity top the charts in FE Crown Fund Ratings

Thu, 17/07/2014 - 12:15

The FE Crown Fund Ratings’ bi-annual rebalancing has seen nine funds awarded the top score of five FE Crowns in their first ever rating. »

Magnifying glass

Inalytics to provide Barnett Waddingham with fund manager evaluation

Thu, 17/07/2014 - 10:01

Fund manager evaluation and advisory firm Inalytics has begun work with Barnett Waddingham to scrutinise the investment processes and performance of fund managers. »

Globe and money

Global wealth managers surge with buoyant AUM and profitability, says Scorpio

Thu, 17/07/2014 - 06:10

The Global Private Banking Benchmark 2014 from Scorpio Partnership has revealed buoyant growth across the top 25 wealth management firms worldwide, with an average percentage change of 11.3 per cent in assets under management (AUM) in 2013. »


Investment managers positive on US growth, but inflation risk looms, says Northern Trust survey

Wed, 16/07/2014 - 17:05

Investment manager confidence in US economic growth reached a five-year high in Northern Trust’s quarterly survey, but expectations for inflation were up as well. »

Green light

GL Capital launches GL Beyond Income Fund to the public

Wed, 16/07/2014 - 10:03

GL Capital Partners, an asset manager and institutional investment advisor that provides liquid alternative strategies to the institutional and registered investment advisor marketplaces, has held the public launch of the GL Beyond Income Fund (GLBFX). »

Union Jack Pound

London new build property market sales top GBP1.2bn YTD

Tue, 15/07/2014 - 11:51

There have been GBP1.2bn worth of sales in the “new build” market in London already this year, according to LCP. »

Green light

FolioDynamix launches VisX portfolio allocation strategies

Tue, 15/07/2014 - 10:09

FolioDynamix is to offer portfolio allocation strategies through FDx Advisors, the company’s registered investment advisor (RIA) affiliate. »

India flag

India's budget shows positive signs

Mon, 14/07/2014 - 18:20

Following the announcment of the first budget under India's new Prime Minister, Narendra Modi, Craig Botham, Emerging Market Economist for Schroders, comments on its implications for India's economy and markets… »


Woodford publishes full portfolio of CF Woodford Equity Income Fund

Mon, 14/07/2014 - 14:00

Woodford Investment Management has published the entire portfolio of the CF Woodford Equity Income Fund. »


Skipton International launches range of expat buy-to-let mortgages

Mon, 14/07/2014 - 10:04

Skipton International has launched a new lending product range to enable British expats to take advantage of the opportunities available in the UK’s residential buy-to-let market. »


Investor sentiment in UK property falls as gold rises

Fri, 11/07/2014 - 16:05

Investor confidence in UK property saw the second-biggest month-on-month downward swing this month, down six percentage points, according to the Lloyds Bank Private Banking Investor Sentiment Index. »

UK flag

BoE no-change decision is no surprise

Fri, 11/07/2014 - 13:50

Ben Brettel, senior economist at Hargreaves Lansdon, comments on The Bank of England’s decision to hold the base rate at 0.5% for the 65th month in a row… »

House and money

Uncertain investment environment boosts property fund sales, says Skandia

Fri, 11/07/2014 - 13:34

Quarter two net sales data from the Skandia Investment Solutions platform reinforces the market wide spike in property fund sales, suggesting investors are unsure about some asset classes and are looking elsewhere to balance their portfolios. »

Thumbs up

Netagio launches first British Bitcoin, gold and sterling exchange

Fri, 11/07/2014 - 06:00

Netagio, the UK-based digital currency broker, has launched the first British exchange enabling retail customers and institutional investors to trade gold, Bitcoins and GBP on a single peer-to-peer platform. »


Integrated Wealth Management crosses USD1bn AUM threshold

Thu, 10/07/2014 - 16:06

Independent wealth management and financial planning firm Integrated Wealth Management now has USD1 billion in assets under management (AUM). »


Hawksmoor launches own brand beer

Thu, 10/07/2014 - 14:08

Exeter and Ipswich-based investment management business Hawksmoor has launched its own specially brewed beer, the first stone brewed ale in Britain for 100 years. »

Electronic trading floor

LoCorr Funds launches Market Trend Fund

Thu, 10/07/2014 - 12:01

LoCorr Funds has launched a Market Trend Fund which will use a quantitative trading system driven by multiple trend-following models that select long and short positions in the global futures and forex markets. »

Thumbs up

Covestor launches ETF portfolios with no management fees

Thu, 10/07/2014 - 06:01

Covestor, an online investment management company, has launched the exchange traded fund-based Covestor Core Portfolios, in response to increasing demand for low-cost, passively managed investment products. »


Aircraft asset-backed peer-lending platform takes off

Wed, 09/07/2014 - 16:45, the world’s first platform for retail and small institutional investors to invest in aircraft transactions, has launched allowing investors to invest directly in aircraft assets. »

Green light

Evanston Capital Management launches new registered fund

Wed, 09/07/2014 - 16:09

Evanston Capital Management has launched the Evanston Alternative Opportunities Fund, a closed-end, non-exchange listed, management investment company registered under Investment Company Act of 1940. »


Schroders’ Global Multi-Asset Income fund surpasses USD5bn AUM

Wed, 09/07/2014 - 15:00

Assets under management in the Schroder ISF Global Multi-Asset Income have surpassed USD5 billion since the fund launched just over two years ago in April 2012. »

Fund administration

Pinnacle selects Ultimus to provide fund admin services

Wed, 09/07/2014 - 11:05

Pinnacle Capital Management Funds Trust has selected Ultimus Fund Solutions to provide fund accounting, fund administration and transfer agent services for the trust’s 1789 Growth and Income Fund. »


John Hancock Investments launches Value Equity Fund

Wed, 09/07/2014 - 10:05

John Hancock Investments has launched the John Hancock Value Equity Fund. »

UK flag

Seneca launches service allowing investors to exempt assets from IHT by helping UK SMEs

Tue, 08/07/2014 - 14:10

Seneca Partners has launched an inheritance tax (IHT) service that allows investors to protect their legacy from IHT – while at the same time giving a helping hand to British businesses. »

Thumbs up

Small DFMs have competitive advantage, says Wellian Investment Solutions

Tue, 08/07/2014 - 11:53

Smaller discretionary fund managers (DFMs) now have a greater competitive advantage over bigger providers in the current market, according to Wellian Investment Solutions. »


In focus

Progeny Group is on the growth path

Wed, 01/02/2017 - 07:24

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 14:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 13:02

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Bermuda Fund Services 2017

Bermuda Fund Services 2017

Fri, 24/03/2017 - 10:55

Switzerland Hedge Funds 2017

Mon, 27/03/2017 - 12:53

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 14:43

5 days 17 hours from now - Abuja
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