Wealth Adviser - Daily News http://www.wealthadviser.co/ en Investors looking to increase allocations to emerging markets, says EGA survey http://www.wealthadviser.co/2016/04/28/239004/investors-looking-increase-allocations-emerging-markets-says-ega-survey <p><strong><em>With emerging markets EM leading other equity regions in the first quarter and asset flows turning positive after outflows in the second half of 2015, investors are showing growing interest in increasing portfolio allocations to EM.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/04/28/239004/investors-looking-increase-allocations-emerging-markets-says-ega-survey" target="_blank">read more</a></p> Surveys & research Thu, 28 Apr 2016 15:34:41 +0000 Leah.Cunningham 239004 at http://www.wealthadviser.co Knill James appoints of Kieran Smith http://www.wealthadviser.co/2016/04/28/239003/knill-james-appoints-kieran-smith <p><strong><em>Kieran Smith has been appointed as Senior Manager of Management Accounting and Outsourcing by Knill James Chartered Accountants as the Sussex firm continues to grow.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/04/28/239003/knill-james-appoints-kieran-smith" target="_blank">read more</a></p> Moves & Appointments Thu, 28 Apr 2016 15:33:29 +0000 Leah.Cunningham 239003 at http://www.wealthadviser.co PGIM reaches USD1bn in UCITS AUM with 10 funds launched http://www.wealthadviser.co/2016/04/28/238996/pgim-reaches-usd1bn-ucits-aum-10-funds-launched <p><strong><em>PGIM&rsquo;s UCITS platform has surpassed USUSD1 billion in assets, as of 31 March, 2016, through its first 10 funds with more funds to be launched in the coming year.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/04/28/238996/pgim-reaches-usd1bn-ucits-aum-10-funds-launched" target="_blank">read more</a></p> Funds Thu, 28 Apr 2016 15:24:29 +0000 Leah.Cunningham 238996 at http://www.wealthadviser.co New research reveals worrying gaps in client screening practices http://www.wealthadviser.co/2016/04/28/238977/new-research-reveals-worrying-gaps-client-screening-practices <p><em><strong>A survey produced in partnership with technology provider smartKYC finds that resourcing challenges &ndash; both human and technological &ndash; are exposing wealth managers to grave dangers on the KYC/AML and sanctions screening front.</strong></em>&nbsp;</p> <p><a href="http://www.wealthadviser.co/2016/04/28/238977/new-research-reveals-worrying-gaps-client-screening-practices" target="_blank">read more</a></p> Wealth Thu, 28 Apr 2016 09:30:52 +0000 beverlychandler 238977 at http://www.wealthadviser.co AMP Capital and BetaShares to launch exchange traded managed funds Down Under http://www.wealthadviser.co/2016/04/28/238974/amp-capital-and-betashares-launch-exchange-traded-managed-funds-down-under <p><em><strong>AMP Capital and BetaShares have formed an alliance to launch a range of exchange traded managed funds aimed at self-managed super fund (SMSF) trustees and&nbsp;self-directed investors.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/04/28/238974/amp-capital-and-betashares-launch-exchange-traded-managed-funds-down-under" target="_blank">read more</a></p> Launches & Fundraising Thu, 28 Apr 2016 09:14:01 +0000 beverlychandler 238974 at http://www.wealthadviser.co EFG International to acquire UBI Banca International (Luxembourg) http://www.wealthadviser.co/2016/04/28/238973/efg-international-acquire-ubi-banca-international-luxembourg <p><strong><em>EFG International has agreed to acquire the Luxembourg- based private banking activities of UBI Banca International (Luxembourg) SA which has approximately EUR 3.6 billion of client assets.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/04/28/238973/efg-international-acquire-ubi-banca-international-luxembourg" target="_blank">read more</a></p> Acquisitions Thu, 28 Apr 2016 08:59:15 +0000 Leah.Cunningham 238973 at http://www.wealthadviser.co Julius Baer makes changes to Front Office management in UK and Ireland http://www.wealthadviser.co/2016/04/28/238972/julius-baer-makes-changes-front-office-management-uk-and-ireland <p><strong><em>Julius Baer Front Office in the UK and Ireland will now be headed by Massimo Hilber (pictured) who has been Head of Relationship since 2014. Prior to this he held senior executive roles in Asia and Switzerland. &nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/04/28/238972/julius-baer-makes-changes-front-office-management-uk-and-ireland" target="_blank">read more</a></p> Deals and Transactions Thu, 28 Apr 2016 08:58:03 +0000 Leah.Cunningham 238972 at http://www.wealthadviser.co Survey finds City staff dissatisfied with dwindling bonuses http://www.wealthadviser.co/2016/04/28/238951/survey-finds-city-staff-dissatisfied-dwindling-bonuses <p><strong><em>New research by recruitment firm, Morgan McKinley, has revealed that 83 per cent of people with one to two years&rsquo; experience of working in London&rsquo;s financial services sector were dissatisfied with their bonus.</em>&nbsp;</strong></p> <p><a href="http://www.wealthadviser.co/2016/04/28/238951/survey-finds-city-staff-dissatisfied-dwindling-bonuses" target="_blank">read more</a></p> Surveys & research Thu, 28 Apr 2016 08:00:21 +0000 beverlychandler 238951 at http://www.wealthadviser.co Emaar showcases Dubai properties at Harrods http://www.wealthadviser.co/2016/04/27/238949/emaar-showcases-dubai-properties-harrods <p><strong><em>Dubai-based property developer Emaar Properties, developer and builder of the world&rsquo;s tallest building, Burj Khalifa, is showcasing its development projects at Harrods in London.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/04/27/238949/emaar-showcases-dubai-properties-harrods" target="_blank">read more</a></p> Deals and Transactions Wed, 27 Apr 2016 15:10:41 +0000 Leah.Cunningham 238949 at http://www.wealthadviser.co GAM expands UK regional sales team http://www.wealthadviser.co/2016/04/27/238948/gam-expands-uk-regional-sales-team <p><strong><em>&nbsp;GAM, the independent, active investment manager, has appointed Tony Morton to its UK regional distribution team as a Client Manager.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/04/27/238948/gam-expands-uk-regional-sales-team" target="_blank">read more</a></p> Moves & Appointments Wed, 27 Apr 2016 15:09:13 +0000 Leah.Cunningham 238948 at http://www.wealthadviser.co Hargreaves Lansdown goes live with Calastone Settlement Service http://www.wealthadviser.co/2016/04/27/238926/hargreaves-lansdown-goes-live-calastone-settlement-service <p><strong><em>Hargreaves Lansdown has gone live with Calastone Settlements, the only commercial settlement system designed specifically for the funds industry, automating the reconciliation and settlement process of investment funds. &nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/04/27/238926/hargreaves-lansdown-goes-live-calastone-settlement-service" target="_blank">read more</a></p> Deals and Transactions Wed, 27 Apr 2016 08:52:10 +0000 Leah.Cunningham 238926 at http://www.wealthadviser.co UBS Q2 Investor Watch reveals Boomers and Millennials are redefining family and finance http://www.wealthadviser.co/2016/04/27/238925/ubs-q2-investor-watch-reveals-boomers-and-millennials-are-redefining-family-and-fi <p><strong><em>UBS Wealth Management Americas (WMA) has released its quarterly UBS Investor Watch report, &quot;The ties that bind,&quot; which focuses on how wealthy Baby Boomers and their Millennial children are redefining the traditional parent/child relationship.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/04/27/238925/ubs-q2-investor-watch-reveals-boomers-and-millennials-are-redefining-family-and-fi" target="_blank">read more</a></p> Surveys & research Wed, 27 Apr 2016 08:51:01 +0000 Leah.Cunningham 238925 at http://www.wealthadviser.co Ogier makes senior management team changes http://www.wealthadviser.co/2016/04/27/238924/ogier-makes-senior-management-team-changes <p><strong><em>Law firm Ogier has announced changes to its senior management team. Dispute resolution specialist Edward Mackereth has taken over as the law firm&rsquo;s Global Managing Partner, while private client expert Steve Meiklejohn has become Global Senior Partner.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/04/27/238924/ogier-makes-senior-management-team-changes" target="_blank">read more</a></p> Moves & Appointments Wed, 27 Apr 2016 08:49:39 +0000 Leah.Cunningham 238924 at http://www.wealthadviser.co AnaCap in talks to acquire Barclays’ French retail banking operations http://www.wealthadviser.co/2016/04/27/238906/anacap-exclusive-talks-acquire-barclays%E2%80%99-french-retail-banking-operations <p><em><strong>European financial services private equity specialist, AnaCap Financial Partners, is in exclusive negotiations to acquire Barclays plc&rsquo;s French retail banking and wealth businesses, with a network of 74 branches across France.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/04/27/238906/anacap-exclusive-talks-acquire-barclays%E2%80%99-french-retail-banking-operations" target="_blank">read more</a></p> Acquisitions Private Equity Wed, 27 Apr 2016 07:46:28 +0000 beverlychandler 238906 at http://www.wealthadviser.co Citi Private Bank’s speciality hedge fund sales unit sees double digit client growth http://www.wealthadviser.co/2016/04/26/238905/citi-private-bank%E2%80%99s-specialty-hedge-fund-sales-unit-sees-double-digit-client-growt <p><strong><em>Citi Private Bank North America&rsquo;s National Hedge Fund Sales Team, which focuses on the private banking needs of hedge fund founders, has grown by more than 50 per cent since inception in 2015 and currently has 140 hedge funds and their principals as clients.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/04/26/238905/citi-private-bank%E2%80%99s-specialty-hedge-fund-sales-unit-sees-double-digit-client-growt" target="_blank">read more</a></p> Results and performance Tue, 26 Apr 2016 15:50:08 +0000 Leah.Cunningham 238905 at http://www.wealthadviser.co TIAA Global Asset Management expands DCIO Team http://www.wealthadviser.co/2016/04/26/238904/tiaa-global-asset-management-expands-dcio-team <p><strong><em>Following the recent rebrand of TIAA Global Asset Management, the firm is pleased to announce that Erin Donnelly has been appointed Managing Director and Head of Defined Contribution Investment Only (DCIO).&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/04/26/238904/tiaa-global-asset-management-expands-dcio-team" target="_blank">read more</a></p> Moves & Appointments Tue, 26 Apr 2016 15:44:47 +0000 Leah.Cunningham 238904 at http://www.wealthadviser.co SS&C's launches new release of Global Wealth Platform http://www.wealthadviser.co/2016/04/26/238903/sscs-launches-new-release-global-wealth-platform <p><strong><em>SS&amp;C Technologies Holdings has announced the latest enhancements to its Global Wealth Platform (GWP) cloud-based investment management solution.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/04/26/238903/sscs-launches-new-release-global-wealth-platform" target="_blank">read more</a></p> Launches & Fundraising Tue, 26 Apr 2016 15:43:34 +0000 Leah.Cunningham 238903 at http://www.wealthadviser.co New Spectrem report examines evolving attitudes and mindsets of wealth US investors http://www.wealthadviser.co/2016/04/26/238902/new-spectrem-report-examines-evolving-attitudes-and-mindsets-wealth-us-investors <p><strong><em>Spectrem Group&rsquo;s newest research study, Financial Behaviours and the Investor&#39;s Mindset, is a comprehensive report examining ways in which attitudes and viewpoints of wealthy investors are evolving.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/04/26/238902/new-spectrem-report-examines-evolving-attitudes-and-mindsets-wealth-us-investors" target="_blank">read more</a></p> Surveys & research Tue, 26 Apr 2016 15:42:14 +0000 Leah.Cunningham 238902 at http://www.wealthadviser.co Millennium Trust expands access to alt investments for advisors and individuals http://www.wealthadviser.co/2016/04/26/238890/millennium-trust-expands-access-alt-investments-advisors-and-individuals <p><strong><em>Five new investment platforms have joined the Millennium Trust Company&rsquo;s Millennium Alternative Investment Network (MAIN), bringing the total number listed to nine.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/04/26/238890/millennium-trust-expands-access-alt-investments-advisors-and-individuals" target="_blank">read more</a></p> Investments Tue, 26 Apr 2016 15:28:07 +0000 Leah.Cunningham 238890 at http://www.wealthadviser.co Liberty SIPP closing in on GBP1bn AUM http://www.wealthadviser.co/2016/04/26/238878/liberty-sipp-closing-gbp1bn-aum <p><strong><em>The SIPP provider Liberty SIPP has grown the value of its assets under management by 87 per cent in a year, bringing it to within touching distance of the GBP1billion mark.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/04/26/238878/liberty-sipp-closing-gbp1bn-aum" target="_blank">read more</a></p> Funds Tue, 26 Apr 2016 08:57:14 +0000 Leah.Cunningham 238878 at http://www.wealthadviser.co