Wealth Adviser - Daily News http://www.wealthadviser.co/ en Brexit to ‘plunge property market into a Darwinian future of victims, survivors and predators’ http://www.wealthadviser.co/2016/06/24/240951/brexit-%E2%80%98plunge-property-market-darwinian-future-victims-survivors-and-predators%E2%80%99 <p><em><strong>Jonathan Hopper, managing director of the buying agents&nbsp;Garrington Property Finders, has highlighted the irony of London voting resoundingly to remain in the EU, but then seeing its property market decapitated by a victory for the Leave camp.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/06/24/240951/brexit-%E2%80%98plunge-property-market-darwinian-future-victims-survivors-and-predators%E2%80%99" target="_blank">read more</a></p> Fri, 24 Jun 2016 12:02:07 +0000 mkitchen 240951 at http://www.wealthadviser.co Brexit: Talk of Sterling freefall is overblown, but uncertainty now has no end date attached to it http://www.wealthadviser.co/2016/06/24/240949/talk-sterling-freefall-overblown-uncertainty-now-has-no-end-date-attached-it <p><em><strong>&ldquo;Amid the hyperbole and today&rsquo;s vertiginous fall, Sterling&rsquo;s one saving grace is that the Euro is likely to be hit almost as hard by a Brexit,&rdquo; says David Lamb, head of dealing at&nbsp;FEXCO Corporate Payments.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/06/24/240949/talk-sterling-freefall-overblown-uncertainty-now-has-no-end-date-attached-it" target="_blank">read more</a></p> Macro Fri, 24 Jun 2016 11:02:34 +0000 mkitchen 240949 at http://www.wealthadviser.co Macro Thoughts: Thanks a 1.27 million http://www.wealthadviser.co/2016/06/24/240947/macro-thoughts-thanks-127-million <p><strong><em>Keith Grindlay&nbsp;of Macro Thoughts comments that as if 1.27 million more UK voters voting to leave Europe than to stay wasn&rsquo;t shock enough, David Cameron has proven that UK unemployment would</em> go higher with a vote to leave, by increasing unemployment by one, announcing his resignation as Prime Minister by October.&nbsp;</strong></p> <p><a href="http://www.wealthadviser.co/2016/06/24/240947/macro-thoughts-thanks-127-million" target="_blank">read more</a></p> Exits Fri, 24 Jun 2016 10:44:17 +0000 beverlychandler 240947 at http://www.wealthadviser.co Advisors Asset Management expands strategic partnership with Rothschild Asset Management http://www.wealthadviser.co/2016/06/24/240938/advisors-asset-management-expands-strategic-partnership-rothschild-asset-managemen <p><strong><em>Advisors Asset Management (AAM) is to become the distributor for several Rothschild Asset Management separately managed accounts (SMAs), including Rothschild&#39;s US Large-Cap Core, US Large-Cap Value and US Balanced strategies.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/06/24/240938/advisors-asset-management-expands-strategic-partnership-rothschild-asset-managemen" target="_blank">read more</a></p> Deals and Transactions Fri, 24 Jun 2016 08:46:30 +0000 leahrenee09 240938 at http://www.wealthadviser.co Tax efficiency drives less than a quarter of high net worth offshore investment, says Verdict Financial http://www.wealthadviser.co/2016/06/24/240937/tax-efficiency-drives-less-quarter-high-net-worth-offshore-investment-says-verdict <p><strong><em>Despite the commonly-held belief that tax considerations primarily drive offshore investment, only 23.2 per cent of global high net worth (HNW) wealth is invested offshore for tax reasons, while 24.1 per cent derives from HNW individuals seeking access to a greater range of investment options, according to financial services research and insight firm Verdict Financial.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/06/24/240937/tax-efficiency-drives-less-quarter-high-net-worth-offshore-investment-says-verdict" target="_blank">read more</a></p> Surveys & research Fri, 24 Jun 2016 08:45:15 +0000 leahrenee09 240937 at http://www.wealthadviser.co BlackRock’s iRetire retirement investment framework now available to LPL Financial Advisors http://www.wealthadviser.co/2016/06/24/240936/blackrock%E2%80%99s-iretire-retirement-investment-framework-now-available-lpl-financial-ad <p><em><strong>BlackRock&rsquo;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.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/06/24/240936/blackrock%E2%80%99s-iretire-retirement-investment-framework-now-available-lpl-financial-ad" target="_blank">read more</a></p> Investments Fri, 24 Jun 2016 08:44:01 +0000 leahrenee09 240936 at http://www.wealthadviser.co ADVFN’s Follow Feed aiming to give stock market investors their own big picture fast http://www.wealthadviser.co/2016/06/24/240935/advfn%E2%80%99s-follow-feed-aiming-give-stock-market-investors-their-own-big-picture-fast <p><em><strong>Follow Feed from ADVFN (AFN) is designed to cut out market data overload to deliver the most vital and pertinent stocks information to private investors.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/06/24/240935/advfn%E2%80%99s-follow-feed-aiming-give-stock-market-investors-their-own-big-picture-fast" target="_blank">read more</a></p> Deals and Transactions Fri, 24 Jun 2016 08:42:51 +0000 leahrenee09 240935 at http://www.wealthadviser.co Volatility good for banks and traders says SVM http://www.wealthadviser.co/2016/06/24/240915/volatility-good-banks-and-traders-says-svm <p><em><strong>Colin McLean, managing director, SVM Asset Management says that the challenge for the UK is to move to being a good neighbour with the EU rather than a reluctant tenant.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/06/24/240915/volatility-good-banks-and-traders-says-svm" target="_blank">read more</a></p> Market data Exits Indexes Markets Fri, 24 Jun 2016 07:37:04 +0000 beverlychandler 240915 at http://www.wealthadviser.co Senior appointment strengthens Estera’s risk and compliance expertise http://www.wealthadviser.co/2016/06/23/240914/senior-appointment-strengthens-estera%E2%80%99s-risk-and-compliance-expertise <p><strong><em>Estera has bolstered its risk and compliance offering with the appointment of Risk and Compliance Director, Tui Iti who will be responsible for ensuring the company consistently adopts the highest global compliance standards across each of its international offices.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/06/23/240914/senior-appointment-strengthens-estera%E2%80%99s-risk-and-compliance-expertise" target="_blank">read more</a></p> Moves & Appointments Thu, 23 Jun 2016 15:14:27 +0000 leahrenee09 240914 at http://www.wealthadviser.co Investors warned of dangers of tax schemes http://www.wealthadviser.co/2016/06/23/240906/investors-warned-dangers-tax-schemes <p><em><strong>Tax experts at Irwin Mitchell Private Wealth are warning wealthy investors to be wary of investment schemes that promise to reduce tax bills by putting their money into unusual investments such as films.&nbsp; The firm says that in some instances, investors could both lose their investment and be faced with large tax bills.</strong></em>&nbsp;</p> <p><a href="http://www.wealthadviser.co/2016/06/23/240906/investors-warned-dangers-tax-schemes" target="_blank">read more</a></p> Funds Compliance Thu, 23 Jun 2016 11:39:55 +0000 beverlychandler 240906 at http://www.wealthadviser.co Asia-Pacific in the lead globally on regional wealth http://www.wealthadviser.co/2016/06/23/240905/asia-pacific-lead-globally-regional-wealth <p><em><strong>Global figures from the 20<sup>th</sup> edition of the Capgemini World Wealth Report show that in 2015 high net worth individual wealth saw only a modest growth of 4 per cent. However, wealth in Asia-Pacific grew by 10 per cent, propelling Asia-Pacific into the lead position as the region with the most HNWI wealth globally.</strong></em>&nbsp;</p> <p><a href="http://www.wealthadviser.co/2016/06/23/240905/asia-pacific-lead-globally-regional-wealth" target="_blank">read more</a></p> Wealth Surveys & research Thu, 23 Jun 2016 11:36:43 +0000 beverlychandler 240905 at http://www.wealthadviser.co Beaumont Capital Management hires Eric Biegeleisen as Director of Quantitative Research http://www.wealthadviser.co/2016/06/23/240886/beaumont-capital-management-hires-eric-biegeleisen-director-quantitative-research <p><em><strong>Beaumont Capital Management (BCM), a provider of tactical, ETF-based investment solutions, has hired Eric Biegeleisen, CFA, as Director of Quantitative Research, effective 16 June, 2016.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/06/23/240886/beaumont-capital-management-hires-eric-biegeleisen-director-quantitative-research" target="_blank">read more</a></p> Moves & Appointments Thu, 23 Jun 2016 09:39:08 +0000 leahrenee09 240886 at http://www.wealthadviser.co Walker Crips appoints Alistair Macnab http://www.wealthadviser.co/2016/06/23/240883/walker-crips-appoints-alistair-macnab <p><em><strong>Investment and wealth management firm Walker Crips has bolstered its investment management division with the appointment of Alistair Macnab as stockbroker, with immediate effect.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/06/23/240883/walker-crips-appoints-alistair-macnab" target="_blank">read more</a></p> Moves & Appointments Thu, 23 Jun 2016 06:46:46 +0000 leahrenee09 240883 at http://www.wealthadviser.co Longwave launches Millennial-focused Longwave Advisor automated investing platform http://www.wealthadviser.co/2016/06/23/240882/longwave-launches-millennial-focused-longwave-advisor-automated-investing-platform <p><em><strong>Longwave Advisor, a goal-based, automated investing platform for Millennials, has launched with backing from its parent company, Wavelength Capital Management, an independent alternative investment management firm in New York City.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/06/23/240882/longwave-launches-millennial-focused-longwave-advisor-automated-investing-platform" target="_blank">read more</a></p> Launches & Fundraising Thu, 23 Jun 2016 06:45:34 +0000 leahrenee09 240882 at http://www.wealthadviser.co Intelliflo to provide business management system to Mazars’ Financial Planning Division http://www.wealthadviser.co/2016/06/23/240881/intelliflo-provide-business-management-system-mazars%E2%80%99-financial-planning-division <p><em><strong>Mazars Financial Planning Ltd, part of the Mazars Group, has chosen Intelliflo&rsquo;s Intelligent Office (iO) as its business management system.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/06/23/240881/intelliflo-provide-business-management-system-mazars%E2%80%99-financial-planning-division" target="_blank">read more</a></p> Deals and Transactions Thu, 23 Jun 2016 06:44:24 +0000 leahrenee09 240881 at http://www.wealthadviser.co Evercore Wealth Management appoints Douglas Dewey as Financial Advisor http://www.wealthadviser.co/2016/06/23/240880/evercore-wealth-management-appoints-douglas-dewey-financial-advisor <p><strong><em>Evercore Wealth Management has appointed Douglas Dewey as a Managing Director and Financial Advisor.</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/06/23/240880/evercore-wealth-management-appoints-douglas-dewey-financial-advisor" target="_blank">read more</a></p> Moves & Appointments Thu, 23 Jun 2016 06:43:17 +0000 leahrenee09 240880 at http://www.wealthadviser.co Eventide Asset Management hires Chief Compliance Officer http://www.wealthadviser.co/2016/06/23/240872/eventide-asset-management-hires-chief-compliance-officer <p><strong><em>Eventide Asset Management has appointed Peter Luiso, an attorney and former Vice President in Asset Management Compliance at Fidelity Investments, as Chief Compliance Officer and General Counsel.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/06/23/240872/eventide-asset-management-hires-chief-compliance-officer" target="_blank">read more</a></p> Moves & Appointments Thu, 23 Jun 2016 06:32:47 +0000 leahrenee09 240872 at http://www.wealthadviser.co Carey Olsen names six new partners http://www.wealthadviser.co/2016/06/22/240864/carey-olsen-names-six-new-partners <p><strong><em>Offshore law firm Carey Olsen has announced six new partners bringing the total number of partners across its seven offices to 49.&nbsp;</em></strong></p> <p><a href="http://www.wealthadviser.co/2016/06/22/240864/carey-olsen-names-six-new-partners" target="_blank">read more</a></p> Moves & Appointments Wed, 22 Jun 2016 15:52:48 +0000 leahrenee09 240864 at http://www.wealthadviser.co DoubleLine Infrastructure Income Fund opens to investors http://www.wealthadviser.co/2016/06/22/240863/doubleline-infrastructure-income-fund-opens-investors <p><em><strong>The DoubleLine Infrastructure Income Fund as opened to investors through the open-end mutual fund&#39;s I shares (BILDX) and N shares (BILTX). DoubleLine launched the fund with internal capital earlier this year.</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/06/22/240863/doubleline-infrastructure-income-fund-opens-investors" target="_blank">read more</a></p> Funds Wed, 22 Jun 2016 15:51:14 +0000 leahrenee09 240863 at http://www.wealthadviser.co Certificates powered by Insch gold strategy launched http://www.wealthadviser.co/2016/06/22/240854/certificates-powered-insch-gold-strategy-launched <p><em><strong>Insch Capital Management has launched the Actively Managed Certificates (AMC) powered by Insch&rsquo;s Kintore (Bidirectional Gold) strategy. The investment objective of the Insch Kintore strategy is to achieve capital growth in both favourable and unfavourable market conditions by using an actively managed approach trading gold either long or short vs. the G7 currencies: Australian dollar, Canadian dollar, Euro, Japanese yen, GBP sterling, Swiss franc, US dollar.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2016/06/22/240854/certificates-powered-insch-gold-strategy-launched" target="_blank">read more</a></p> Commodities & Resources Launches & Fundraising Wed, 22 Jun 2016 11:00:25 +0000 beverlychandler 240854 at http://www.wealthadviser.co