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PwC wealth survey finds few plan to strengthen their digital capabilities

Wed, 22/02/2017 - 14:51

PwC has published its new Global CEO Survey for the wealth and asset management (WAM) industry looking at data from 185 CEOs across 45 countries between August and December 2016.  »

Passion investments topped by record year for rare whisky

Tue, 14/02/2017 - 09:15

A new report from whisky analyst, broker and investments expert Rare Whisky finds that the booming UK rare whisky auction market has become ‘increasingly liquid’ in an exceptional year for rare Scotch. »

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 14:44

The retail digital investment management firm Nutmeg utilises ETFs to create its portfolios. James McManus, (pictured) investment manager, who has specialised in ETFs throughout his career explains that the firm now manages just over GBP600 million across 25,000 clients who start at a minimum level of GBP500 and can have many millions with the firm. »

Emrging markets

Sovereign wealth funds move to private markets and emerging markets

Thu, 22/12/2016 - 15:46

Two new white papers from State Street Corporation and the International Forum of Sovereign Wealth Funds (IFSWF) reveal changes in asset allocation among sovereign wealth funds (SWFs) over the past three to five years. »

SCM Direct and True and Fair Campaign founders comment on FCA asset management review

Thu, 24/11/2016 - 08:47

SCM Direct and True and Fair Campaign’s co-founder Gina Miller has commented on the Summary Review of The Financial Conduct Authority Asset Management Market Study, which was published last week, declaring it to be a milestone In UK investors being treated fairly. »

Aussie investors should take care when considering green bonds, says AB

Aussie investors should take care when considering green bonds, says AB

Wed, 23/11/2016 - 09:27

Australian fixed-income investors interested in the global market for green bonds – estimated to be worth well in excess of USD100 billion and growing – should take care when considering buying them, says global asset manager AllianceBernstein (AB). »

Kuber brings Guinness and Seneca to EIS platform

Thu, 03/11/2016 - 09:10

EIS platform Kuber Ventures has announced two new asset-backed EIS funds, Guinness EIS and Seneca Managed Storage EIS, have signed up to its platform.  »

Impact investing moves to the mainstream

Wed, 02/11/2016 - 13:21

A white paper from investment manager Standard Life Investments on impact investing – once a niche corner of the market – reports that is entering the mainstream.  »

Robert Vanden Assem, PineBridge

USDInvestment Grade Credit Fund from PineBridge

Wed, 02/11/2016 - 09:47

USD82.6bn global asset manager PineBridge Investments has launched the PineBridge USD Investment Grade Credit Fund managed by the Developed Markets Investment Grade Credit Team, which is led by Robert Vanden Assem, (pictured) who has overseen the firm’s USD investment grade capabilities since 2001. »

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.  »

Not all robots are created equal: what to look for when investing in a robo business

Wed, 19/10/2016 - 10:17

Robo-investment businesses are on the rise. It’s a trend not lost on venture capitalists and individual investors looking to back the next big start-up success. Dr Richard Theo, CEO and Co-founder of Wealthify explores the opportunities on offer to invest in and back a robo business and the factors to consider to help potential investors pick a winner. »

VCTs, EIS and SEIS prove popular with high net worths

Mon, 17/10/2016 - 12:02

Wealth Club has conducted a survey of high net worth investors and found that 70 per cent of respondents said they plan to invest in Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS) or Seed Enterprise Investment Schemes (SEIS) this year. »

AIM capitalisation higher with strong price performances

Mon, 10/10/2016 - 11:15

Investment firm Fundamental Asset Management, specialists in the AIM market, reports that despite a quiet month for new issues, the market has seen strong performance in share prices for many companies.  »

Michael Collins, Invest Europe

Invest Europe publishes private equity and venture capital guide for pension funds

Mon, 03/10/2016 - 10:33

Private equity and venture capital trade association Invest Europe has published a guide for pension funds on investing in the sectors. »

Centaur Asset Management on expansive path

Wed, 14/09/2016 - 14:09

Aggressive expansion is on the cards for Centaur Asset Management, a Dubai-based investment management company, domiciled in Bermuda, who recently launched an open-ended, monthly income-generating mutual fund investing in mining and natural resources bonds. »

John Lewis

Using momentum to invest in ADRs proves highly effective says Dorsey, Wright & Associates’ John Lewis

Tue, 13/09/2016 - 10:08

American Depositary Receipts are an effective way for US investors to gain exposure to international stocks. Dorsey, Wright & Associates’ John Lewis (pictured) explains how using a momentum strategy can prove effective in building the right exposure to this instrument class.  »

SJP comments BofE stimulus package positive for GBP credit assets

Wed, 10/08/2016 - 09:14

Fund manager of the St. James’s Place Strategic Income Fund, Chris Bowie of TwentyFour Asset Management has commented on the Bank of England’s largest stimulus package since the financial crisis. »

Brexit impact on AIM

Thu, 04/08/2016 - 10:20

Independent investment management firm Fundamental Asset Management says that investors favouring larger cap stocks may be missing out on returns from small caps post Brexit.  »

Real estate and private equity remain attractive in low-interest-rate environment, says TIGER-21 report

Wed, 03/08/2016 - 10:49

The second quarter Asset Allocation Report from TIGER-21, a peer-to-peer learning network for high-net-worth wealth creators, has highlighted evidence of a shift toward private equity and real estate investment. »

RightCapital secures USD1m seed investment

Tue, 02/08/2016 - 10:36

RightCapital, a financial planning platform for registered investment advisors and independent broker-dealers, has secured USD1 million in a seed capital fund raise led by Camellia Venture Capital with other individual strategic investors also participating. »

China flag

China Merchants Securities to invest in Equitile’s UK domiciled fund on behalf of Chinese clients

Mon, 01/08/2016 - 14:25

China Merchants Securities Asset Management and Equitile Investments are teaming up to offer Chinese domestic clients access to the UK domiciled Equitile Resilience Fund Authorised Contractual Scheme (ACS).   »

Vincent Mortier

Amundi details post Brexit situation

Thu, 30/06/2016 - 10:30

Vincent Mortier (pictured), Deputy CIO, Global Head of Multi-Asset Amundi and Pascal Blanqué, CIO, Global Head of Institutional Division Amundi have issued a joint statement on the situation post Brexit.  »

BlackRock’s iRetire retirement investment framework now available to LPL Financial Advisors

Fri, 24/06/2016 - 09:44

BlackRock’s iRetire retirement investment framework is now available to LPL Financial advisors, offering a new way to help their clients close the retirement income gap.  »

Vest Partners with DIF Broker to offer structured option-based investments

Wed, 22/06/2016 - 09:35

Broker-dealer DIF Broker is partnering with Vest Partner’s technology subsidiary, a digital solutions provider for options-centric structured products.  »

Ill-timed investments continue to cost fund investors, says Morningstar

Wed, 15/06/2016 - 09:09

Investors cost themselves between 0.74 per cent and 1.32 per cent per year by mistiming their purchases and sales of equity and bond funds during the 10-year period through 31 December, 2015, according to to research by Morningstar. »

EarlyShares closes USD3.125m real estate investment opportunity

Wed, 15/06/2016 - 07:55

Real estate crowdfunding investment platform EarlyShares has closed its latest real estate investment opportunity from RPS Hotel Holdings. The offering was a USD3.125 million equity capital raise for the recapitalisation and renovation of a 90-room Courtyard Marriott hotel property in Lynchburg, Virginia.  »

US strengthens grip on real estate investment as Brexit fears hit London

Mon, 13/06/2016 - 17:48

Los Angeles has pipped London to become the second most active city by real estate sales in the first quarter of this year, according to a ranking revealed by Estates Gazette. »

John Hancock Investments launches two ESG funds

John Hancock Investments launches two ESG funds

Tue, 07/06/2016 - 09:02

John Hancock Investments has added two new funds focused on integrating environmental, social, and governance (ESG) issues with fundamental stock research.  »

Hartford Funds partners with Schroders to expand investment platform

Thu, 02/06/2016 - 09:34

Hartford Funds and Schroders have formed a strategic relationship to expand Hartford Funds’ investment platform. The agreement allows Hartford Funds to provide a broader, more diverse set of actively managed mutual funds to advisors and their clients.  »

Friess Associates chooses Linedata’s investment management solutions

Friess Associates chooses Linedata’s investment management solutions

Wed, 01/06/2016 - 09:48

Friess Associates, a growth oriented fund management group, with over USD1 billion of assets under management, has selected Linedata’s range of investment management 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

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