SSGA appoints chief portfolio strategist

State Street Global Advisors (SSGA) has appointed Lori Heinel as chief portfolio strategist. »

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Bermuda number one for UNHWI real estate investment, says report

Bermuda has claimed the number one spot in a new list of the world’s top 20 islands for UNHWI real estate investment published in The Candy GPS Report. »

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BH Macro up 4.5% in September

BH Macro Ltd, a Guernsey-registered, London-listed investment company which acts as a feeder fund for the Brevan Howard Master Fund, gained 4.5% in September, reversing poor performance in the first half of the year. »

Man with laptop

Prydis partners with Creative Technologies to create end-to-end business and client management hub

Prydis, a UK wealth management firm, has implemented Creative Technologies’ suite of web-based software to power its business operations and client proposition. »


Premier hires former Barclays Wealth director and six wealth managers for new South West operation

Premier, the corporate benefits and wealth management firm, has hired Barclays Wealth director Paul Freeman and his former team. »

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IA Clarington launches Elite Program for HNWIs

IA Clarington Investments is launching the Elite Program, offering flexible options and fee discounts to high net worth investors, and is also making changes to some of its series. »


Fund managers with more than GBP1trn to be quizzed at first NAPF Stewardship Accountability Forum

The National Association of Pension Funds (NAPF) is launching a programme of Stewardship Accountability Forums to offer pension funds of all sizes the opportunity to quiz asset managers on their stewardship activities on behalf of pension savers. »

Asia Pacific

Demand for digital interaction in wealth management highest in Asia-Pacific

Eighty-two per cent of high net worth individuals in Asia-Pacific (ex-Japan) expect most or all of their wealth management relationship to be conducted through digital channels in five years. »

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Charles River expands IBOR solution

Charles River has expanded its Investment Book of Record (IBOR) offering by integrating Interactive Data’s Corporate Actions Service as an integral part of the Charles River Investment Management Solution (IMS). »


Evanston Capital Management hires head of strategic business development

Alternative investment management firm Evanston Capital Management has appointed Lance Donenberg as principal and head of strategic business development, effective 1 October. »

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