Wealth Adviser - Daily News http://www.wealthadviser.co/ en Jupai opens office in Hong Kong http://www.wealthadviser.co/2016/05/27/240029/jupai-opens-office-hong-kong <p><strong><em>Jupai Holdings Limited, a leading third-party wealth management service provider, has opened a Hong Kong office.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/05/27/240029/jupai-opens-office-hong-kong" target="_blank">read more</a></p> Moves & Appointments Fri, 27 May 2016 20:56:51 +0000 Leah.Cunningham 240029 at http://www.wealthadviser.co Tilney Bestinvest posts GBP17.6m profits in 2015 http://www.wealthadviser.co/2016/05/27/240028/tilney-bestinvest-posts-gbp176m-profits-2015 <p><strong><em>UK investment and financial planning group Tilney Bestinvest generated a profit of GBP17.6 million for the 12-months to 31 December 2015. This represented the first full year of trading since the merger of Tilney and Bestinvest in August 2014.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/05/27/240028/tilney-bestinvest-posts-gbp176m-profits-2015" target="_blank">read more</a></p> Results and performance Fri, 27 May 2016 20:55:31 +0000 Leah.Cunningham 240028 at http://www.wealthadviser.co RISE survey reveals chronic lack of retirement planning in UK http://www.wealthadviser.co/2016/05/27/240027/rise-survey-reveals-chronic-lack-retirement-planning-uk <p><strong><em>The UK public are giving alarmingly little thought to their saving plans for retirement according to Franklin Templeton&rsquo;s second annual Retirement Income Strategies and Expectations (RISE) survey.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/05/27/240027/rise-survey-reveals-chronic-lack-retirement-planning-uk" target="_blank">read more</a></p> Surveys & research Fri, 27 May 2016 20:54:17 +0000 Leah.Cunningham 240027 at http://www.wealthadviser.co Savers reject standard tax-planning methods following negative publicity http://www.wealthadviser.co/2016/05/27/240026/savers-reject-standard-tax-planning-methods-following-negative-publicity <p><strong><em>Research by Old Mutual Wealth finds more than one in ten advisers have seen clients discouraged from using legitimate tax planning techniques.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/05/27/240026/savers-reject-standard-tax-planning-methods-following-negative-publicity" target="_blank">read more</a></p> Surveys & research Fri, 27 May 2016 20:52:56 +0000 Leah.Cunningham 240026 at http://www.wealthadviser.co APFA comments on FCA savings http://www.wealthadviser.co/2016/05/27/240016/apfa-comments-fca-savings <p><em><strong>The Association of Professional Financial Advisers has responded to the FCA&rsquo;s Consultation on regulated fees and levies for 2016/17.&nbsp; APFA&rsquo;s submission welcomes the savings made by the FCA but also called for: a commitment to a budget freeze for three years; greater clarity on the regulatory boundary on the consumer credit permission; financial penalties to be used to fund the FSCS; and for claims management firms (CMCs) to be required to pay a fee to FOS when submitting a claim.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/05/27/240016/apfa-comments-fca-savings" target="_blank">read more</a></p> Legal & Regulation Fri, 27 May 2016 13:58:31 +0000 beverlychandler 240016 at http://www.wealthadviser.co Harbottle & Lewis appoints two new partners http://www.wealthadviser.co/2016/05/26/239993/harbottle-lewis-appoints-two-new-partners <p><strong><em>Harbottle &amp; Lewis has appointed two new Partners &ndash; Chris Moorcroft (Private Client) and Sarah Lazarides (Technology, Media &amp; Entertainment) &ndash; effective 1 June 2016.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/05/26/239993/harbottle-lewis-appoints-two-new-partners" target="_blank">read more</a></p> Moves & Appointments Fri, 27 May 2016 08:00:00 +0000 Leah.Cunningham 239993 at http://www.wealthadviser.co Invesco Canada launches new global balanced and fixed income funds http://www.wealthadviser.co/2016/05/26/239994/invesco-canada-launches-new-global-balanced-and-fixed-income-funds <p><strong><em>Invesco Canada has launched the Invesco Global Bond Fund and Trimark Global Diversified Income Fund. Both funds leverage the deep knowledge base of the Invesco Fixed Income (IFI) team.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/05/26/239994/invesco-canada-launches-new-global-balanced-and-fixed-income-funds" target="_blank">read more</a></p> Launches & Fundraising Fri, 27 May 2016 08:00:00 +0000 Leah.Cunningham 239994 at http://www.wealthadviser.co Dan Carter appointed manager of the Jupiter Japan Income Fund http://www.wealthadviser.co/2016/05/26/239995/dan-carter-appointed-manager-jupiter-japan-income-fund <p><strong><em>Dan Carter has been appointed lead manager of the Jupiter Japan Income Fund, with immediate effect. Carter, who is currently Deputy Manager of the Fund will take over from Simon Somerville, who will be leaving Jupiter after eleven years.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/05/26/239995/dan-carter-appointed-manager-jupiter-japan-income-fund" target="_blank">read more</a></p> Moves & Appointments Fri, 27 May 2016 08:00:00 +0000 Leah.Cunningham 239995 at http://www.wealthadviser.co Seix Investment Advisors launches Income Opportunities Strategy http://www.wealthadviser.co/2016/05/26/239996/seix-investment-advisors-launches-income-opportunities-strategy <p><strong><em>Seix Investment Advisors has launched a new product, the Income Opportunities Strategy (IOS), the latest offering in a wide range of specialised investment solutions for institutions and individual&nbsp;investors.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/05/26/239996/seix-investment-advisors-launches-income-opportunities-strategy" target="_blank">read more</a></p> Launches & Fundraising Fri, 27 May 2016 08:00:00 +0000 Leah.Cunningham 239996 at http://www.wealthadviser.co Janney adds five to fixed income team http://www.wealthadviser.co/2016/05/26/239997/janney-adds-five-fixed-income-team <p><strong><em>Janney Montgomery Scott has hired five new fixed income professionals &ndash; Alexandre Bouilloux, Matthew Giammarinaro, Christopher Gorman, Greg Lobo, and Richard Smith.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/05/26/239997/janney-adds-five-fixed-income-team" target="_blank">read more</a></p> Moves & Appointments Fri, 27 May 2016 08:00:00 +0000 Leah.Cunningham 239997 at http://www.wealthadviser.co Upside potential in US stock buyback programs http://www.wealthadviser.co/2016/05/27/240005/upside-potential-us-stock-buyback-programs <p><em><strong>A new white paper by Nasdaq Global Information Services reveals that US companies that engage in stock buybacks generally outperform the market on an annualised basis and also experience lower volatility; the Holy Grail of investing.&nbsp;</strong></em></p> <div class="field field-type-text field-field-replacement-label"> <div class="field-items"> <div class="field-item odd"> In Focus </div> </div> </div> <p><a href="http://www.wealthadviser.co/2016/05/27/240005/upside-potential-us-stock-buyback-programs" target="_blank">read more</a></p> Fri, 27 May 2016 07:40:00 +0000 mkitchen 240005 at http://www.wealthadviser.co Standard Life chooses Neustar MarketShare for attribution analytics and marketing planning http://www.wealthadviser.co/2016/05/27/240003/standard-life-chooses-neustar-marketshare-attribution-analytics-and-marketing-p <p><strong><em>Standard Life has selected Neustar MarketShare to help assess the effectiveness of its marketing spend across online and offline activities, measured over both short and long-term periods.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/05/27/240003/standard-life-chooses-neustar-marketshare-attribution-analytics-and-marketing-p" target="_blank">read more</a></p> Deals and Transactions Fri, 27 May 2016 07:29:07 +0000 Leah.Cunningham 240003 at http://www.wealthadviser.co OppenheimerFunds and Macquarie to launch Global Infrastructure Fund http://www.wealthadviser.co/2016/05/26/239989/oppenheimerfunds-and-macquarie-launch-global-infrastructure-fund <p><strong><em>OppenheimerFunds has formed a strategic partnership with Macquarie Investment Management, a division of Macquarie Group Limited (MQG), to launch the Oppenheimer Macquarie Global Infrastructure Fund.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/05/26/239989/oppenheimerfunds-and-macquarie-launch-global-infrastructure-fund" target="_blank">read more</a></p> Launches & Fundraising Funds Thu, 26 May 2016 21:55:18 +0000 Leah.Cunningham 239989 at http://www.wealthadviser.co CMG Capital Management Group adopts GIPS verified by Ashland Partners http://www.wealthadviser.co/2016/05/26/239984/cmg-capital-management-group-adopts-gips-verified-ashland-partners <p><strong><em>CMG Capital Management Group has adopted Global Investment Performance Standards (GIPS) for investment performance calculation and reporting. CMG has chosen Ashland Partners &amp; Company LLP to verify its GIPS policies and procedures.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/05/26/239984/cmg-capital-management-group-adopts-gips-verified-ashland-partners" target="_blank">read more</a></p> Deals and Transactions Thu, 26 May 2016 13:58:30 +0000 Leah.Cunningham 239984 at http://www.wealthadviser.co EFAMA reveals sharp decline in net sales of UCITS in Europe during Q1 2016 http://www.wealthadviser.co/2016/05/26/239963/efama-reveals-sharp-decline-net-sales-ucits-europe-during-q1-2016 <p><strong><em>Net sales of UCITS and AIF reached EUR37 billion in Q1 2016, compared to EUR171 billion in Q4 2015, according to the European Fund and Asset Management Association&rsquo;s (EFAMA) latest quarterly statistical release.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/05/26/239963/efama-reveals-sharp-decline-net-sales-ucits-europe-during-q1-2016" target="_blank">read more</a></p> UCITs Thu, 26 May 2016 09:04:18 +0000 Leah.Cunningham 239963 at http://www.wealthadviser.co Proplend reduce minimum investment to GBP1,000 http://www.wealthadviser.co/2016/05/26/239962/proplend-reduce-minimum-investment-gbp1000 <p><strong><em>Proplend Ltd, a UK specialist in commercial property peer-to-peer lending, has reduced its minimum loan investment amount to GBP1,000 with immediate effect.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/05/26/239962/proplend-reduce-minimum-investment-gbp1000" target="_blank">read more</a></p> Investments Thu, 26 May 2016 09:01:01 +0000 Leah.Cunningham 239962 at http://www.wealthadviser.co Invesco Perpetual appoints Moore to Henley Fixed Interest team http://www.wealthadviser.co/2016/05/26/239954/invesco-perpetual-appoints-moore-henley-fixed-interest-team <p><strong><em>Invesco Perpetual has appointed Thomas Moore to the Henley Fixed Interest investment team effective June 2016.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/05/26/239954/invesco-perpetual-appoints-moore-henley-fixed-interest-team" target="_blank">read more</a></p> Moves & Appointments Thu, 26 May 2016 08:49:34 +0000 Leah.Cunningham 239954 at http://www.wealthadviser.co Vanguard hires chief financial officer http://www.wealthadviser.co/2016/05/26/239953/vanguard-hires-chief-financial-officer <p><strong><em>Michael Rollings will join the USD3.5 trillion investment management firm Vangurad next month as Chief Financial Officer and head of its Finance Division. Rollings most recently served as Executive Vice President and Chief Financial Officer of MassMutual Financial Group.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/05/26/239953/vanguard-hires-chief-financial-officer" target="_blank">read more</a></p> Moves & Appointments Thu, 26 May 2016 08:48:19 +0000 Leah.Cunningham 239953 at http://www.wealthadviser.co IFSWF appoints State Street as Official Research Partner http://www.wealthadviser.co/2016/05/26/239947/ifswf-appoints-state-street-official-research-partner <p><em><strong>The International Forum of Sovereign Wealth Funds (IFSWF) has appointed State Street as one its two official research partners.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/05/26/239947/ifswf-appoints-state-street-official-research-partner" target="_blank">read more</a></p> Moves & Appointments Thu, 26 May 2016 08:40:48 +0000 Leah.Cunningham 239947 at http://www.wealthadviser.co AC Alternatives Long Short Fund now available to investors http://www.wealthadviser.co/2016/05/26/239943/ac-alternatives-long-short-fund-now-available-investors <p><em><strong>American Century Investments has expanded its liquid alternatives offering with the launch of the AC Alternatives Long Short Fund, the second multi-manager fund to be launched under the firm&#39;s AC Alternatives brand.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/05/26/239943/ac-alternatives-long-short-fund-now-available-investors" target="_blank">read more</a></p> Funds Thu, 26 May 2016 08:35:07 +0000 Leah.Cunningham 239943 at http://www.wealthadviser.co