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Unigestion joins MFEX platform

Tue, 22/08/2017 - 10:15

Unigestion, a boutique asset manager that focuses on providing its clients with risk-managed investment solutions, has expanded its fund distribution network by joining the MFEX platform.  »

Jason White, Artisan

Artisan Partners launches Global Discovery Fund

Tue, 22/08/2017 - 10:01

Artisan Partners has launched the Artisan Global Discovery Fund, which is managed by the Artisan Partners Growth Team, with Jason L White (pictured), as lead portfolio manager and James D Hamel, Matthew H Kamm and Craigh A Cepukenas also serving as portfolio managers. »

Innovest acquires PDS Companies

Tue, 22/08/2017 - 09:40

Innovest has completed the acquisition of PDS Companies (PDS), a financial technology and services provider based out of Arlington, Texas that specialises in unique and hard-to-value assets (real estate, closely held companies, oil & gas, farm & ranch, notes and mortgages). »

Tilney appoints Financial Planner in Birmingham

Tue, 22/08/2017 - 09:38

Leading UK investment management and financial planning group Tilney has bolstered its Birmingham office with the appointment of a chartered financial planner. Jane Garrick joins the team as part of Tilney’s ongoing recruitment drive. »

HSBC Private Banking appoints global head of funds and ETFs

Mon, 21/08/2017 - 15:07

HSBC Private Banking has appointed Sai Tampi as Global Head of Funds and Exchange Traded Funds.  »

Double appointment bolsters Quilter Cheviot’s London business development team

Mon, 21/08/2017 - 14:46

Quilter Cheviot (part of Old Mutual Wealth) has strengthened its presence in London and the Home Counties with the appointment of two members to its business development team. »

Chris Leyland, True Potential

True Potential Portfolios see 200 per cent AUM increase in less than 12 months

Mon, 21/08/2017 - 14:44

More than GBP2 billion has flowed into True Potential’s range of diversified portfolios in under 12 months, figures released by the firm show. »

Hector McNeil, HANetf

HANetf crashes barriers to entry in ETF sector

Mon, 21/08/2017 - 14:32

News came last week that ETF entrepreneurs Hector McNeil and Nik Bienkowksi are aiming to disrupt the European ETF market with the launch of Europe’s first ‘white label’ UCITS ETF platform, HANetf. »

Lionel Martellini, EDHEC

Retirement planning needs a tailored, solution-based approach

Mon, 21/08/2017 - 14:10

It is fair to say that planning for retirement is arguably the most important challenge for individuals, in terms of their financing needs. Over the course of one’s career, markets change, the geopolitical landscape evolves. Yet, over a multi-decade investment lifecycle, it is necessary to save a sufficient level of income to ensure that one’s retirement is fully funded. »

Kames Capital questions high yield bond ETF returns

Mon, 21/08/2017 - 13:30

Kames Capital has written a paper which claims that there are three reasons high yield bond ETFs are failing to deliver market returns. »


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