Wealth Adviser - Daily News http://www.wealthadviser.co/ en Kames Capital receives top marks in latest UNPRI survey http://www.wealthadviser.co/2016/07/22/241924/kames-capital-receives-top-marks-latest-unpri-survey <p><em><strong>Kames Capital has been awarded the highest possible rating from the United Nations Principles for Responsible Investment (UNPRI) for the second year running.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/22/241924/kames-capital-receives-top-marks-latest-unpri-survey" target="_blank">read more</a></p> Companies Fri, 22 Jul 2016 11:13:13 +0000 Emily.Perryman 241924 at http://www.wealthadviser.co Volatility at lowest level for over a year, says S&P Dow Jones http://www.wealthadviser.co/2016/07/22/241923/volatility-lowest-level-over-year-says-sp-dow-jones <p><em><strong>Data from S&amp;P Dow Jones Indices shows that calm has returned to the markets following Brexit, as VIX closed at 11.77 &ndash; its lowest level for over a year.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/22/241923/volatility-lowest-level-over-year-says-sp-dow-jones" target="_blank">read more</a></p> Indexes Fri, 22 Jul 2016 11:10:38 +0000 Emily.Perryman 241923 at http://www.wealthadviser.co Ernst & Young veteran joins Fieldpoint Private http://www.wealthadviser.co/2016/07/22/241907/ernst-young-veteran-joins-fieldpoint-private <p><em><strong>Fieldpoint Private, a wealth advisory and private banking firm serving ultra-high-net-worth families and institutions, has appointed Marc Halsema as managing director and senior adviser.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/22/241907/ernst-young-veteran-joins-fieldpoint-private" target="_blank">read more</a></p> Moves & Appointments Fri, 22 Jul 2016 08:07:09 +0000 Emily.Perryman 241907 at http://www.wealthadviser.co Robeco builds presence in Singapore http://www.wealthadviser.co/2016/07/22/241895/robeco-builds-presence-singapore <p><em><strong>Robeco has opened an office in Singapore which will focus on credit research and strengthening the firm&rsquo;s service to clients in the market and the broader Southeast Asia region.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/22/241895/robeco-builds-presence-singapore" target="_blank">read more</a></p> Moves & Appointments Fri, 22 Jul 2016 07:40:30 +0000 Emily.Perryman 241895 at http://www.wealthadviser.co ESMA fines Fitch Ratings EUR1.38m for CRA regulation breaches http://www.wealthadviser.co/2016/07/22/241894/esma-fines-fitch-ratings-eur138m-cra-regulation-breaches <p><em><strong>The European Securities and Markets Authority (ESMA) has fined Fitch Ratings EUR1.38 million for a series of negligent breaches of the Credit Rating Agencies (CRA) Regulation.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/22/241894/esma-fines-fitch-ratings-eur138m-cra-regulation-breaches" target="_blank">read more</a></p> Europe Fri, 22 Jul 2016 07:38:39 +0000 Emily.Perryman 241894 at http://www.wealthadviser.co CI Investments re-opens Cambridge Canadian Growth Companies Fund http://www.wealthadviser.co/2016/07/22/241893/ci-investments-re-opens-cambridge-canadian-growth-companies-fund <p><em><strong>CI Investments has reopened the Cambridge Canadian Growth Companies Fund to new investors. It has also made portfolio management changes for Cambridge Global Asset Management and the Cambridge funds.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/22/241893/ci-investments-re-opens-cambridge-canadian-growth-companies-fund" target="_blank">read more</a></p> Launches & Fundraising Moves & Appointments Fri, 22 Jul 2016 07:35:52 +0000 Emily.Perryman 241893 at http://www.wealthadviser.co Optimism among investors in emerging markets is growing, survey shows http://www.wealthadviser.co/2016/07/22/241891/optimism-among-investors-emerging-markets-growing-survey-shows <p><em><strong>Emerging Global Advisors&rsquo; (EGA) latest Emerging Markets (EM) Investor Sentiment Survey shows sentiment increased 28 per cent from 538 in the first quarter of 2016 to 687 in the second quarter of 2016.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/22/241891/optimism-among-investors-emerging-markets-growing-survey-shows" target="_blank">read more</a></p> Surveys & research Fri, 22 Jul 2016 07:28:42 +0000 Emily.Perryman 241891 at http://www.wealthadviser.co ECB policy decision reaction http://www.wealthadviser.co/2016/07/21/241885/ecb-policy-decision-reaction <p><em><strong>Reacting to the latest policy decision from the ECB which has left rates and QE stimulus unchanged, Viktor Nossek, (pictured)&nbsp;Director of Research at WisdomTree Europe says: &ldquo;The problem is not liquidity, there is plenty of it. Eurozone banks have EUR 870 billion in excess liquidity, EUR 318 billion of which is parked at the ECB deposit facility, a post-2012 peak.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/21/241885/ecb-policy-decision-reaction" target="_blank">read more</a></p> ETFs Thu, 21 Jul 2016 16:02:13 +0000 beverlychandler 241885 at http://www.wealthadviser.co GAM marks fifth anniversary of Star Credit Opportunities funds http://www.wealthadviser.co/2016/07/21/241880/gam-marks-fifth-anniversary-star-credit-opportunities-funds <p><em><strong>This month marks the five-year anniversary of the three successful GAM Star Credit Opportunities funds (EUR, USD and GDP) managed by Atlanticomnium SA in Geneva.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/21/241880/gam-marks-fifth-anniversary-star-credit-opportunities-funds" target="_blank">read more</a></p> Funds Thu, 21 Jul 2016 11:47:34 +0000 mkitchen 241880 at http://www.wealthadviser.co Solactive launches UK domestic index http://www.wealthadviser.co/2016/07/21/241875/solactive-launches-uk-domestic-index <p><em><strong>Solactive AG has launched the Solactive UK Domestic Index, which tracks UK listed companies whose revenues are primarily generated within the UK. The index targets investors who are interested in the UK domestic market.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/21/241875/solactive-launches-uk-domestic-index" target="_blank">read more</a></p> Indexes Thu, 21 Jul 2016 11:09:30 +0000 mkitchen 241875 at http://www.wealthadviser.co Northern Trust names William L. Morrison as vice chairman http://www.wealthadviser.co/2016/07/21/241851/northern-trust-names-william-l-morrison-vice-chairman <p><em><strong>Northern Trust Corporation has appointed President William L Morrison to a new role as vice chairman, effective 1 October 2016.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/21/241851/northern-trust-names-william-l-morrison-vice-chairman" target="_blank">read more</a></p> Moves & Appointments Thu, 21 Jul 2016 06:05:05 +0000 Emily.Perryman 241851 at http://www.wealthadviser.co Prydis hires two pension specialists http://www.wealthadviser.co/2016/07/21/241854/prydis-hires-two-pension-specialists <p><em><strong>Prydis, the Exeter-based wealth manager and founder of Strawberry Invest, has appointed two financial advice practitioners to the business, both specialising in Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSAS).</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/21/241854/prydis-hires-two-pension-specialists" target="_blank">read more</a></p> Moves & Appointments Thu, 21 Jul 2016 06:05:05 +0000 Emily.Perryman 241854 at http://www.wealthadviser.co UK government urged to take long-term view as data shows curbing pension tax relief risks threatening savings http://www.wealthadviser.co/2016/07/21/241848/uk-government-urged-take-long-term-view-data-shows-curbing-pension-tax-relief-risk <p><em><strong>Old Mutual Wealth has urged the government to focus on ensuring a period of stability in long-term savings legislation, as data gathered from advisers shows that significant reform of pension tax relief could discourage saving.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/21/241848/uk-government-urged-take-long-term-view-data-shows-curbing-pension-tax-relief-risk" target="_blank">read more</a></p> Europe Surveys & research Thu, 21 Jul 2016 06:00:05 +0000 Emily.Perryman 241848 at http://www.wealthadviser.co CoInvestor makes senior hires to drive strategic direction http://www.wealthadviser.co/2016/07/20/241841/coinvestor-makes-senior-hires-drive-strategic-direction <p><em><strong>CoInvestor, a new alternative assets platform for sophisticated private investors, has made a wave of senior appointments to strengthen its board and advisory board, and help guide the business through its early stage growth as it seeks to transform the alternative asset investment landscape in the UK.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/20/241841/coinvestor-makes-senior-hires-drive-strategic-direction" target="_blank">read more</a></p> Moves & Appointments Wed, 20 Jul 2016 11:51:32 +0000 Emily.Perryman 241841 at http://www.wealthadviser.co T Rowe Price appoints head of strategic partners http://www.wealthadviser.co/2016/07/20/241837/t-rowe-price-appoints-head-strategic-partners <p><em><strong>T Rowe Price has added Matthew Jenkins to its UK intermediary team.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/20/241837/t-rowe-price-appoints-head-strategic-partners" target="_blank">read more</a></p> Moves & Appointments Wed, 20 Jul 2016 11:41:38 +0000 Emily.Perryman 241837 at http://www.wealthadviser.co Nortons rebrands to Vistra following acquisition http://www.wealthadviser.co/2016/07/20/241817/nortons-rebrands-vistra-following-acquisition <p><em><strong>Following the acquisition of Nortons Group by global administration and corporate service provider Vistra, Nortons will now operate under the Vistra brand.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/20/241817/nortons-rebrands-vistra-following-acquisition" target="_blank">read more</a></p> Acquisitions Wed, 20 Jul 2016 08:10:25 +0000 Emily.Perryman 241817 at http://www.wealthadviser.co True Potential opens multi-asset portfolios to entire adviser market http://www.wealthadviser.co/2016/07/20/241815/true-potential-opens-multi-asset-portfolios-entire-adviser-market <p><em><strong>True Potential Investments is opening its range of multi-asset, multi-manager portfolios to all UK financial advisers.&nbsp;&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/20/241815/true-potential-opens-multi-asset-portfolios-entire-adviser-market" target="_blank">read more</a></p> Distribution Wed, 20 Jul 2016 08:06:30 +0000 Emily.Perryman 241815 at http://www.wealthadviser.co Clients and advisers still value human touch http://www.wealthadviser.co/2016/07/20/241803/clients-and-advisers-still-value-human-touch <p><em><strong>Advisers say face-to-face meetings remain the most valued client communications channel, despite the growth of digital and social media alternatives, according to a study commissioned by Investec Wealth &amp; Investment.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/20/241803/clients-and-advisers-still-value-human-touch" target="_blank">read more</a></p> Surveys & research Wed, 20 Jul 2016 07:20:52 +0000 Emily.Perryman 241803 at http://www.wealthadviser.co PIMCO appoints Manny Roman as next CEO http://www.wealthadviser.co/2016/07/20/241798/pimco-appoints-manny-roman-next-ceo <p><em><strong>PIMCO has appointed Emmanuel (Manny) Roman as the investment management firm&rsquo;s next chief executive officer (CEO).</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/20/241798/pimco-appoints-manny-roman-next-ceo" target="_blank">read more</a></p> Moves & Appointments Wed, 20 Jul 2016 07:04:47 +0000 Emily.Perryman 241798 at http://www.wealthadviser.co Aquila Capital adds Olaf Huth to advisory board http://www.wealthadviser.co/2016/07/19/241795/aquila-capital-adds-olaf-huth-advisory-board <p><em><strong>Aquila Capital is expanding its advisory board with industry expert Olaf Huth.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/07/19/241795/aquila-capital-adds-olaf-huth-advisory-board" target="_blank">read more</a></p> Moves & Appointments Tue, 19 Jul 2016 12:52:04 +0000 Emily.Perryman 241795 at http://www.wealthadviser.co