Wealth Adviser - Daily News http://www.wealthadviser.co/ en Octopus and Owen James host breakfast briefing for Heads of Wealth Planning http://www.wealthadviser.co/2016/02/05/236274/octopus-and-owen-james-host-breakfast-briefing-heads-wealth-planning <p><strong><em>Inter-generational wealth was one of the main topics of discussion at a breakfast briefing for heads of wealth and financial planing hosted by Octopus Investments in London on Thursday.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/05/236274/octopus-and-owen-james-host-breakfast-briefing-heads-wealth-planning" target="_blank">read more</a></p> Wealth Fri, 05 Feb 2016 16:18:54 +0000 Leah.Cunningham 236274 at http://www.wealthadviser.co Babson Capital Global Short Duration High Yield Fund announces manager voluntary fee waiver http://www.wealthadviser.co/2016/02/05/236271/babson-capital-global-short-duration-high-yield-fund-announces-manager-voluntary-f <p><strong><em>Babson Capital Management, the investment manager for Babson Capital Global Short Duration High Yield Fund, has agreed contractually to waive a portion of its management and other fees, equal to an annual rate of 0.275 per cent of the Fund&#39;s Managed Assets for a period of one year retroactively commencing on 1 January, 2016.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/05/236271/babson-capital-global-short-duration-high-yield-fund-announces-manager-voluntary-f" target="_blank">read more</a></p> Funds Fri, 05 Feb 2016 16:16:05 +0000 Leah.Cunningham 236271 at http://www.wealthadviser.co Michael E Hogan joins Wellesley Investment Advisors as a Vice President of Wealth Management http://www.wealthadviser.co/2016/02/05/236259/michael-e-hogan-joins-wellesley-investment-advisors-vice-president-wealth-manageme <p><strong><em>Michael E Hogan has joined Wellesley Investment Advisors as a Vice President of Wealth Management in their Private Client Group. </em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/05/236259/michael-e-hogan-joins-wellesley-investment-advisors-vice-president-wealth-manageme" target="_blank">read more</a></p> Moves & Appointments Fri, 05 Feb 2016 10:27:54 +0000 Leah.Cunningham 236259 at http://www.wealthadviser.co Tilney Bestinvest to acquire Ingenious Asset Management http://www.wealthadviser.co/2016/02/05/236258/tilney-bestinvest-acquire-ingenious-asset-management <p><strong><em>Tilney Bestinvest is to acquire Ingenious Asset Management, a London based discretionary investment manager which services high net worth and ultra-high net worth clients and offers investment services to financial advisers.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/05/236258/tilney-bestinvest-acquire-ingenious-asset-management" target="_blank">read more</a></p> Acquisitions Fri, 05 Feb 2016 10:25:23 +0000 Leah.Cunningham 236258 at http://www.wealthadviser.co Janney adds three fixed income professionals http://www.wealthadviser.co/2016/02/05/236252/janney-adds-three-fixed-income-professionals <p><strong><em>Janney Montgomery Scott announced has added three fixed income professionals &ndash; Brendan Fry, Chris Quinn, and Harry Tucker &ndash; to its team.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/05/236252/janney-adds-three-fixed-income-professionals" target="_blank">read more</a></p> Moves & Appointments Fri, 05 Feb 2016 10:18:11 +0000 Leah.Cunningham 236252 at http://www.wealthadviser.co UBS Q1 Investor Watch explores conflict between wealthy investors' beliefs and actions http://www.wealthadviser.co/2016/02/05/236248/ubs-q1-investor-watch-explores-conflict-between-wealthy-investors-beliefs-and-acti <p><strong><em>UBS Wealth Management Americas (WMA) has released its quarterly UBS Investor Watch report, &quot;The conflicted investor,&quot; which is based on surveys of wealthy investors before and after the recent market volatility and geopolitical turmoil.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/05/236248/ubs-q1-investor-watch-explores-conflict-between-wealthy-investors-beliefs-and-acti" target="_blank">read more</a></p> Surveys & research Fri, 05 Feb 2016 10:13:27 +0000 Leah.Cunningham 236248 at http://www.wealthadviser.co Momentum Pensions expands with QROPS Superlite and SIPP Lite http://www.wealthadviser.co/2016/02/04/236238/momentum-pensions-expands-qrops-superlite-and-sipp-lite <p><strong><em>Momentum Pensions has responded to demand from clients with minimum funds of GBP20,000 by adding lower-cost solutions for international clients with the launch of QROPS Superlite and SIPP Lite schemes building on its existing QROPs and SIPP product range.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/04/236238/momentum-pensions-expands-qrops-superlite-and-sipp-lite" target="_blank">read more</a></p> Launches & Fundraising Thu, 04 Feb 2016 15:29:54 +0000 Leah.Cunningham 236238 at http://www.wealthadviser.co SLI makes Stirling appointment http://www.wealthadviser.co/2016/02/04/236235/sli-makes-stirling-appointment <p><strong><em>Standard Life Investments (SLI) has appointed Euan Stirling to the new role of Head of Stewardship and ESG Investment.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/04/236235/sli-makes-stirling-appointment" target="_blank">read more</a></p> Moves & Appointments Thu, 04 Feb 2016 15:26:16 +0000 Leah.Cunningham 236235 at http://www.wealthadviser.co Tilney Bestinvest cuts cost of multi-asset SIPP investing http://www.wealthadviser.co/2016/02/04/236224/tilney-bestinvest-cuts-cost-multi-asset-sipp-investing <p><strong><em>Tilney Bestinvest has removed the service fee on its &ldquo;Best SIPP&rdquo; available through its Online Investment Service for those investing in the firm&rsquo;s &ldquo;Ready-made Portfolios&rdquo;.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/04/236224/tilney-bestinvest-cuts-cost-multi-asset-sipp-investing" target="_blank">read more</a></p> Investments Thu, 04 Feb 2016 10:25:10 +0000 Leah.Cunningham 236224 at http://www.wealthadviser.co First Names Group appoints Head of Asia http://www.wealthadviser.co/2016/02/04/236223/first-names-group-appoints-head-asia <p><strong><em>First Names Group is delighted to announce it has appointed Jean Pierre (JP) Koolmees (pictured) as Head of its Asian operations. This key hire marks a significant milestone for the business, as it looks to build its presence throughout Asia. The appointment is effective immediately.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/04/236223/first-names-group-appoints-head-asia" target="_blank">read more</a></p> Moves & Appointments Thu, 04 Feb 2016 10:24:06 +0000 Leah.Cunningham 236223 at http://www.wealthadviser.co Fidelity identifies significant threats to the value of RIA firms http://www.wealthadviser.co/2016/02/04/236222/fidelity-identifies-significant-threats-value-ria-firms <p><em><strong>New research from Fidelity Clearing &amp; Custody Solutions on firm valuation taken from the 2015 Fidelity RIA Benchmarking Study, reveals that only 38 per cent of firms have a strong grasp of what can drive firm value.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/02/04/236222/fidelity-identifies-significant-threats-value-ria-firms" target="_blank">read more</a></p> Surveys & research Thu, 04 Feb 2016 10:23:05 +0000 Leah.Cunningham 236222 at http://www.wealthadviser.co Three quarters of high-net-worth individuals plan to invest more in 2016 http://www.wealthadviser.co/2016/02/04/236221/three-quarters-high-net-worth-individuals-plan-invest-more-2016 <p><strong><em>Three quarters of high-net-worth individuals plan to increase contributions to their investment portfolios in the first half of 2016, reveals a new global poll of clients carried out by independent financial advisory firm deVere Group.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/04/236221/three-quarters-high-net-worth-individuals-plan-invest-more-2016" target="_blank">read more</a></p> Investments Surveys & research Thu, 04 Feb 2016 10:21:56 +0000 Leah.Cunningham 236221 at http://www.wealthadviser.co Wealth Adviser Awards 2016 http://www.wealthadviser.co/2016/01/18/235560/wealth-adviser-awards-2016 <p><em><strong>We are conducting a survey of the Wealth Adviser readership to assess the best wealth managers and service providers including trust companies, law &amp; accounting firms from the UK &amp; its offshore jurisdictions (Isle of Man, Jersey &amp; Guernsey) during 2015 in a range of categories covering the entire wealth management space. Managers and service providers are welcome to nominate their own companies/firms with relevant justification.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/01/18/235560/wealth-adviser-awards-2016" target="_blank">read more</a></p> Thu, 04 Feb 2016 08:26:45 +0000 mkitchen 235560 at http://www.wealthadviser.co Fiduciary Trust Company white paper highlights tradeoffs between adaptability and control in creating long-term trusts http://www.wealthadviser.co/2016/02/03/236197/fiduciary-trust-company-white-paper-highlights-tradeoffs-between-adaptability-and- <p><strong><em>Fiduciary Trust Company published a white paper focusing on strategies in both creating and modifying long-term trusts.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/03/236197/fiduciary-trust-company-white-paper-highlights-tradeoffs-between-adaptability-and-" target="_blank">read more</a></p> White papers Wed, 03 Feb 2016 16:41:11 +0000 Leah.Cunningham 236197 at http://www.wealthadviser.co More support needed for advisers amid rising demand for EIS http://www.wealthadviser.co/2016/02/03/236196/more-support-needed-advisers-amid-rising-demand-eis <p><strong><em>Financial advisers and wealth managers confronted by surging demand for growth investments such as the enterprise investment scheme (EIS) lack the resources and expertise required to help their clients make the right decisions.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/03/236196/more-support-needed-advisers-amid-rising-demand-eis" target="_blank">read more</a></p> Surveys & research Wed, 03 Feb 2016 16:40:02 +0000 Leah.Cunningham 236196 at http://www.wealthadviser.co SwiftKey exits delivers ‘exceptional’ returns for Titan VCT investors http://www.wealthadviser.co/2016/02/03/236194/swiftkey-exits-delivers-%E2%80%98exceptional%E2%80%99-returns-titan-vct-investors <p><strong><em>Exit delivers exceptional returns to investors in UK&rsquo;s largest venture capital trust (VCT)</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/03/236194/swiftkey-exits-delivers-%E2%80%98exceptional%E2%80%99-returns-titan-vct-investors" target="_blank">read more</a></p> Exits Wed, 03 Feb 2016 16:33:27 +0000 Leah.Cunningham 236194 at http://www.wealthadviser.co Rule changes to impact VCTs in 2016? http://www.wealthadviser.co/2016/02/03/236178/rule-changes-impact-vcts-2016 <p><strong><em>2015 was a good year for VCTs in performance terms with the average VCT up 9 per cent to 31 December 2015, whilst the fundraising for the tax year 2014/15 was GBP429 million, the fourth highest ever.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/03/236178/rule-changes-impact-vcts-2016" target="_blank">read more</a></p> Results and performance Wed, 03 Feb 2016 10:20:15 +0000 Leah.Cunningham 236178 at http://www.wealthadviser.co LoCorr Fund Management names Ann Senne as COO http://www.wealthadviser.co/2016/02/03/236177/locorr-fund-management-names-ann-senne-coo <p><strong><em>LoCorr Funds has appointed Ann Senne as Chief Operating Officer as of 1 February, 2016.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/03/236177/locorr-fund-management-names-ann-senne-coo" target="_blank">read more</a></p> Moves & Appointments Wed, 03 Feb 2016 10:19:00 +0000 Leah.Cunningham 236177 at http://www.wealthadviser.co Tilney Bestinvest launches new British Enhanced Income fund http://www.wealthadviser.co/2016/02/03/236176/tilney-bestinvest-launched-new-british-enhanced-income-fund <p><em><strong>Tilney Bestinvest has launched a new multi-asset UCITS OEIC fund, the IFSL Tilney Bestinvest British Enhanced Income (BEI) fund, which will have a fixed price offer period of 100p per share from 1 February to 12 February.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/02/03/236176/tilney-bestinvest-launched-new-british-enhanced-income-fund" target="_blank">read more</a></p> Launches & Fundraising Funds Wed, 03 Feb 2016 10:17:45 +0000 Leah.Cunningham 236176 at http://www.wealthadviser.co RBC Wealth Management and FutureAdvisor launch Digital Advice Pilot in the US http://www.wealthadviser.co/2016/02/03/236175/rbc-wealth-management-and-futureadvisor-launch-digital-advice-pilot-us <p><strong><em>RBC Wealth Management-US is collaborating with digital wealth management provider FutureAdvisor on a pilot program for select clients in the United States.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/02/03/236175/rbc-wealth-management-and-futureadvisor-launch-digital-advice-pilot-us" target="_blank">read more</a></p> Launches & Fundraising Wed, 03 Feb 2016 10:15:46 +0000 Leah.Cunningham 236175 at http://www.wealthadviser.co