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Wealth Adviser Awards 2017 – Voting closing soon

Wealth Adviser Awards 2017 – Voting closing soon

Thu, 23/03/2017 - 10:22

We are conducting a survey of the Wealth Adviser readership to assess the best wealth managers and service providers including trust companies, law & accounting during 2016 in a range of categories covering the entire wealth management space. Managers and service providers are welcome to nominate their own companies/firms with relevant justification.  »

Advisers see surge in ISA transfer demand

Thu, 23/03/2017 - 09:57

Advisers are seeing a surge in demand for ISA transfers as savers worry about a lack of real savings choice, according to research from MetLife. »

imaxx Money Market Fund to change to short term bond fund

Thu, 23/03/2017 - 09:56

Foresters Financial Investment Management Company of Canada, the manager of the imaxx Money Market Fund, is seeking the approval of unitholders to change the fund to a short term bond fund. »

BlackRock adds four ETFs to US equity sector range

Wed, 22/03/2017 - 16:57

BlackRock has launched four new ETFs designed to enable European investors to express nuanced views on US equity sectors. »

Bill Stout, Nuveen

Nuveen expands alternatives business development team

Wed, 22/03/2017 - 16:51

Global investment manager Nuveen is expanding its alternative investments business development capabilities with the hire of James Wing and Michael Welch. »

Global assets in smart beta equity ETFs/ETPs reach new record high

Wed, 22/03/2017 - 16:48

Assets invested in smart beta equity ETFs/ETPs listed globally reached a new record high of USD559.78 billion at the end of February surpassing the prior record of USD534 billion at the end of January 2017, according to data from ETFGI. »

Quilter Cheviot adds to MPS team

Wed, 22/03/2017 - 16:48

Quilter Cheviot, part of Old Mutual Wealth, has appointed investment manager Antony Webb to its London-based managed portfolio service (MPS) team. »

Kames Capital to launch short dated high yield global bond fund

Wed, 22/03/2017 - 16:48

Kames Capital is to launch a short dated high yield bond fund aimed at providing attractive risk adjusted returns, while maintaining low interest rate and credit sensitivity – subject to regulatory approval. »

Timothy Bitsberger, TCW

TCW appoints senior account manager in client services

Wed, 22/03/2017 - 14:03

Asset management firm The TCW Group has appointed Timothy Bitsberger as a managing director and senior account manager in the firm’s client services group. »

Boaz Weinstein, Saba

Saba launches closed-end fund-focused ETF

Wed, 22/03/2017 - 13:44

Alternative investment firm Saba Capital Management has launched CEFS, an actively managed ETF that seeks to generate high income by investing in closed-end funds trading at a discount to net asset value (NAV) and hedging the ETF's risk to rising interest rates.   »


Progeny Group is on the growth path

Wed, 01/02/2017 - 07:24

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 14:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 13:02

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 14:43

Managed Account Platforms 2016

Managed Account Platforms 2016

Mon, 12/12/2016 - 10:24

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