Wealth Adviser - Daily News http://www.wealthadviser.co/ en Hedge funds see largest annual increase since 2014 http://www.wealthadviser.co/2017/01/20/247858/hedge-funds-see-largest-annual-increase-2014 <p><em><strong>HFR&rsquo;s latest report finds that total hedge fund industry capital rose for the third consecutive quarter, surpassing the USD3 trillion milestone for the first time.</strong></em><br /> &nbsp;</p> <p><a href="http://www.wealthadviser.co/2017/01/20/247858/hedge-funds-see-largest-annual-increase-2014" target="_blank">read more</a></p> Single Manager Hedge Funds Results and performance Fri, 20 Jan 2017 17:15:48 +0000 beverlychandler 247858 at http://www.wealthadviser.co Strategic beta ETFs ‘underused in managing investor anxieties’ http://www.wealthadviser.co/2017/01/20/247853/strategic-beta-etfs-%E2%80%98underused-managing-investor-anxieties%E2%80%99 <p><em><strong>Market volatility and geopolitical events are fuelling investor anxiety, yet most aren&rsquo;t taking advantage of the full suite of investment options that may help manage risk exposure at a lower cost, namely strategic beta exchange traded funds (ETFs), according to a survey from Hartford Funds.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/20/247853/strategic-beta-etfs-%E2%80%98underused-managing-investor-anxieties%E2%80%99" target="_blank">read more</a></p> Smart Beta Surveys & research Fri, 20 Jan 2017 13:10:06 +0000 Emily.Perryman 247853 at http://www.wealthadviser.co Convergex CEO finds ETF investors too concentrated http://www.wealthadviser.co/2017/01/20/247841/convergex-ceo-finds-etf-investors-too-concentrated <p><em><strong>Convergex CEO, Eric Noll writes that US listed ETFs are coming off a banner year in 2016 with USD298 billion of inflows &ndash; a new annual record for this still-growing investment vehicle.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/20/247841/convergex-ceo-finds-etf-investors-too-concentrated" target="_blank">read more</a></p> ETFs Fri, 20 Jan 2017 12:46:19 +0000 beverlychandler 247841 at http://www.wealthadviser.co Down Under ETFs break industry records http://www.wealthadviser.co/2017/01/20/247834/down-under-etfs-break-industry-records <p><em><strong>The Australian ETF industry broke records in both funds under management and trading activity in 2016, despite the high levels of market volatility and uncertainty in the broader macro environment, according to the BetaShares Australian ETF Review &ndash; End of Year Review 2016.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/20/247834/down-under-etfs-break-industry-records" target="_blank">read more</a></p> ETFs Asia-Pacific Results and performance Fri, 20 Jan 2017 09:21:38 +0000 beverlychandler 247834 at http://www.wealthadviser.co Rowan Dartington hires chief risk officer http://www.wealthadviser.co/2017/01/19/247812/rowan-dartington-hires-chief-risk-officer-%E2%80%A8 <p><em><strong>Rowan Dartington has appointed Marcus Adams as its chief risk officer and board member based in Bristol.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/19/247812/rowan-dartington-hires-chief-risk-officer-%E2%80%A8" target="_blank">read more</a></p> Moves & Appointments Thu, 19 Jan 2017 13:17:53 +0000 Emily.Perryman 247812 at http://www.wealthadviser.co WisdomTree warns political risk is at European gates http://www.wealthadviser.co/2017/01/19/247804/wisdomtree-warns-political-risk-european-gates <p><em><strong>Viktor Nossek, (pictured) Director of Research at WisdomTree, has written a European macro outlook paper, warning that political risk is at the gates. &ldquo;If 2017 is no threat to equities, it is for the Euro and peripheral bonds,&rdquo; he says.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/19/247804/wisdomtree-warns-political-risk-european-gates" target="_blank">read more</a></p> ETFs White papers Europe Thu, 19 Jan 2017 12:17:18 +0000 beverlychandler 247804 at http://www.wealthadviser.co Smartr365 to provide tech solution for UK wealth advisers http://www.wealthadviser.co/2017/01/19/247784/smartr365-provide-tech-solution-uk-wealth-advisers <p><em><strong>Smartr365, a new technology platform designed to enable financial advisers to serve their clients&nbsp;quicker and more efficiently, is gearing up for a nationwide&nbsp;launch later this month.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/19/247784/smartr365-provide-tech-solution-uk-wealth-advisers" target="_blank">read more</a></p> Platforms Thu, 19 Jan 2017 10:01:45 +0000 Emily.Perryman 247784 at http://www.wealthadviser.co AFH acquires assets of Aberdeen Wealth Management and Shield Direct http://www.wealthadviser.co/2017/01/19/247783/afh-acquires-assets-aberdeen-wealth-management-and-shield-direct <p><em><strong>AFH, a financial planning led wealth management firm, has acquired the assets of Aberdeen Wealth Management, an Aberdeenshire based IFA, and Shield Direct, a Devon based IFA.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/19/247783/afh-acquires-assets-aberdeen-wealth-management-and-shield-direct" target="_blank">read more</a></p> Acquisitions Thu, 19 Jan 2017 10:00:07 +0000 Emily.Perryman 247783 at http://www.wealthadviser.co Leigh Goehring launches natural resources mutual fund http://www.wealthadviser.co/2017/01/19/247779/leigh-goehring-launches-natural-resources-mutual-fund <p><em><strong>Goehring &amp; Rozencwajg Associates has launched the Goehring &amp; Rozencwajg Resources Fund.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/19/247779/leigh-goehring-launches-natural-resources-mutual-fund" target="_blank">read more</a></p> Launches & Fundraising Thu, 19 Jan 2017 09:42:09 +0000 Emily.Perryman 247779 at http://www.wealthadviser.co Winterflood Business Services appoints head of dealing http://www.wealthadviser.co/2017/01/19/247777/winterflood-business-services-appoints-head-dealing <p><em><strong>Winterflood Business Services (WBS), a provider of dealing, custody and settlement services, has appointed Edward Dickson as its new head of dealing.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/19/247777/winterflood-business-services-appoints-head-dealing" target="_blank">read more</a></p> Moves & Appointments Thu, 19 Jan 2017 09:32:30 +0000 Emily.Perryman 247777 at http://www.wealthadviser.co MCT upgrades to INDATA’s iPM Cloud http://www.wealthadviser.co/2017/01/19/247776/mct-upgrades-indata%E2%80%99s-ipm-cloud <p><em><strong>Wealth management firm MacGuire, Cheswick &amp; Tuttle Investment Counsel (MCT) has implemented INDATA&rsquo;s iPM Cloud &ndash; Intelligent Portfolio Management platform.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/19/247776/mct-upgrades-indata%E2%80%99s-ipm-cloud" target="_blank">read more</a></p> Platforms Thu, 19 Jan 2017 09:29:59 +0000 Emily.Perryman 247776 at http://www.wealthadviser.co Neuberger Berman launches Global Opportunistic Bond Fund http://www.wealthadviser.co/2017/01/19/247774/neuberger-berman-launches-global-opportunistic-bond-fund <p><em><strong>Neuberger Berman has broadened its fixed income UCITS offering with the launch of the Neuberger Berman Global Opportunistic Bond Fund.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/19/247774/neuberger-berman-launches-global-opportunistic-bond-fund" target="_blank">read more</a></p> UCITs Launches & Fundraising Thu, 19 Jan 2017 09:23:26 +0000 Emily.Perryman 247774 at http://www.wealthadviser.co Alger acquires Weatherbie Capital http://www.wealthadviser.co/2017/01/19/247773/alger-acquires-weatherbie-capital <p><em><strong>Alger Associates has agreed to acquire Boston-based Weatherbie Capital, a growth equity manager with over USD800 million in assets under management.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/19/247773/alger-acquires-weatherbie-capital" target="_blank">read more</a></p> Acquisitions Thu, 19 Jan 2017 09:19:37 +0000 Emily.Perryman 247773 at http://www.wealthadviser.co Nutmeg’s core approach to ETFs http://www.wealthadviser.co/2017/01/18/247767/nutmeg%E2%80%99s-core-approach-etfs <p><em><strong>The retail digital investment management firm Nutmeg utilises ETFs to create its portfolios. James McManus, (pictured) investment manager, who has specialised in ETFs throughout his career explains that the firm now manages just over GBP600 million across 25,000 clients who start at a minimum level of GBP500 and can have many millions with the firm.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/18/247767/nutmeg%E2%80%99s-core-approach-etfs" target="_blank">read more</a></p> ETFs Investments Wealth Wed, 18 Jan 2017 14:44:46 +0000 beverlychandler 247767 at http://www.wealthadviser.co Myddleton Croft increases FUM by more than a quarter http://www.wealthadviser.co/2017/01/18/247752/myddleton-croft-increases-fum-more-quarter <p><em><strong>Myddleton Croft Investment Managers has reported an increase in funds under management (FUM) of 27 per cent to GBP86 million for 2016.&nbsp;</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/18/247752/myddleton-croft-increases-fum-more-quarter" target="_blank">read more</a></p> Companies Wed, 18 Jan 2017 13:23:05 +0000 Emily.Perryman 247752 at http://www.wealthadviser.co Dolfin launches unconstrained credit strategy http://www.wealthadviser.co/2017/01/18/247749/dolfin-launches-unconstrained-credit-strategy <p><em><strong>Dolfin has launched the Dolfin Unconstrained Credit Strategy, which targets consistently positive returns in all market contexts by capturing top-down market shifts and investing in attractive bottom up opportunities across the global fixed income spectrum.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/18/247749/dolfin-launches-unconstrained-credit-strategy" target="_blank">read more</a></p> Launches & Fundraising Wed, 18 Jan 2017 13:14:09 +0000 Emily.Perryman 247749 at http://www.wealthadviser.co Aperio to implement Linedata’s investment management solutions http://www.wealthadviser.co/2017/01/18/247725/aperio-implement-linedata%E2%80%99s-investment-management-solutions <p><em><strong>Aperio Group, a USD16 billion research-based investment manager specialising in active tax management, factor tilts and socially responsive strategies for high net worth investors, is to implement Linedata&rsquo;s range of investment management solutions.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/18/247725/aperio-implement-linedata%E2%80%99s-investment-management-solutions" target="_blank">read more</a></p> Technology and software solutions Wed, 18 Jan 2017 09:24:42 +0000 Emily.Perryman 247725 at http://www.wealthadviser.co Castle Hall Alternatives expands to Abu Dhabi http://www.wealthadviser.co/2017/01/18/247719/castle-hall-alternatives-expands-abu-dhabi <p><em><strong>Due diligence company Castle Hall Alternatives has opened an office within Abu Dhabi Global Market (ADGM), the international financial centre in Abu Dhabi, UAE.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/18/247719/castle-hall-alternatives-expands-abu-dhabi" target="_blank">read more</a></p> Moves & Appointments Wed, 18 Jan 2017 09:14:57 +0000 Emily.Perryman 247719 at http://www.wealthadviser.co Ultimus to provide fund services for Diamond Hill http://www.wealthadviser.co/2017/01/18/247717/ultimus-provide-fund-services-diamond-hill <p><em><strong>Diamond Hill Capital Management has chosen Ultimus Fund Solutions to provide a range of fund services for the firm&rsquo;s 12 mutual funds and one private investment fund, which total over USD13 billion in net assets.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/18/247717/ultimus-provide-fund-services-diamond-hill" target="_blank">read more</a></p> Fund administration Wed, 18 Jan 2017 09:08:57 +0000 Emily.Perryman 247717 at http://www.wealthadviser.co UBS signs agreement with EPAM http://www.wealthadviser.co/2017/01/18/247712/ubs-signs-agreement-epam <p><em><strong>Wealth management firm UBS has signed a multi-year framework agreement with EPAM Systems, a provider of product development and software engineering solutions.</strong></em></p> <p><a href="http://www.wealthadviser.co/2017/01/18/247712/ubs-signs-agreement-epam" target="_blank">read more</a></p> Technology and software solutions Wed, 18 Jan 2017 08:55:34 +0000 Emily.Perryman 247712 at http://www.wealthadviser.co