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Ogier adds partner to Cayman private client and trusts team

Fri, 24/02/2017 - 12:22

Anthony Partridge, a private client specialist known for his expertise in complex trust structures and estate matters, has joined Ogier as a partner in the firm's private client and trusts team in the Cayman Islands. »

Ed Francis, Willis Towers Watson

Investment consulting firms respond to FCA Asset Management Study

Fri, 24/02/2017 - 10:54

Aon Hewitt, Mercer and Willis Towers Watson together have submitted to the Financial Conduct Authority (FCA) a package of measures that they say are designed to advance competitiveness and transparency in the investment consultancy and fiduciary management industries. »

Interactive Brokers’ Covestor launches first smart beta portfolios

Fri, 24/02/2017 - 10:01

Covestor, the online investment subsidiary of Interactive Brokers Group, has launched 10 smart beta portfolios designed to provide broad market exposure with a low USD5,000 investment minimum. »

Eldon Sprickerhoff, eSentire

Is your organisation at risk of a cyber breach?

Fri, 24/02/2017 - 09:46

That’s one of the key questions a panel of industry experts will be addressing at the GFM Cybersecurity Event in London in March. »

James Waldinger, Artivest

Snowden Lane Partners forms partnership with Artivest

Fri, 24/02/2017 - 09:15

Snowden Lane Partners has formed a partnership with Artivest, a technology-driven investment platform that connects private equity and hedge funds to financial advisers and high net worth investors. »

Triad Advisors adds Resources Investment Advisors to platform

Fri, 24/02/2017 - 09:11

Triad Advisors has recruited Resources Investment Advisors – a super OSJ serving 11 independent financial advisory practices – to its broker-dealer and custodial platforms.  »

Canadian ETF assets reached new record high in January

Thu, 23/02/2017 - 14:02

Assets invested in ETFs/ETPs listed in Canada reached a new record high of USD89 billion at the end January 2017 surpassing the prior record of USD84 billion set at the end of December 2016 according to ETF data provider, ETFGI.   »

WealthBar is first robo-adviser in Canadian ETF Association

Thu, 23/02/2017 - 12:24

Online portfolio management platform WealthBar has joined the Canadian ETF Association (CETFA), marking the first time a robo-adviser has joined the organisation. »

GFM FundTech 2017 Awards - Voting now open

GFM FundTech 2017 Awards - Voting now open

Thu, 23/02/2017 - 11:54

We are conducting a survey of the entire GFM readership to assess the best FundTech performers and service providers during 2016 in a range of categories covering the entire FundTech space. Managers and service providers are welcome to nominate their own funds/firms – with relevant justification. »

Moneyfarm reports 16 per cent month-on-month growth

Thu, 23/02/2017 - 10:32

Digital wealth manager Moneyfarm has seen 16 per cent month-on-month average growth since launching in the UK a year ago. »

features

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

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