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Oxford Capital and MMC Ventures partner with CoInvestor

Oxford Capital and MMC Ventures partner with CoInvestor

Fri, 12/02/2016 - 15:44

Oxford Capital and MMC Ventures are joining the CoInvestor platform in order to provide opportunities for registered users to co-invest alongside them on a deal by deal basis.   »

EIS platform expands

Fri, 12/02/2016 - 11:45

CoInvestor, a new service enabling private investors to co-invest alongside professional Enterprise Investment Scheme (EIS) fund managers, today announced that Oxford Capital and MMC Ventures are joining the CoInvestor platform in order to provide opportunities for registered users to co-invest alongside them on a deal by deal basis.   »

Prydis launches original adviser-owned DFM and platform proposition

Prydis launches original adviser-owned DFM and platform proposition

Fri, 12/02/2016 - 09:42

Prydis, the Exeter-based wealth manager and founder of Strawberry Invest, is to launch ‘P1 Investment Management’ (P1) in April, a new investment proposition for high quality advisory firms. »

Evercore opens Evercore Trust Company of Delaware

Evercore opens Evercore Trust Company of Delaware

Fri, 12/02/2016 - 09:40

Evercore has opened the Evercore Trust Company of Delaware, to enhance the firm's fiduciary and investment services for high net worth families and related institutions across the United States.  »

Beverly Chandler

The Valentine’s Day gift that keeps on giving

Fri, 12/02/2016 - 09:32

With Valentine’s Day approaching, Interactive Investor asks which luxury brand’s shares have best survived the market turmoil of this year so far. »

Wealth Adviser Awards 2016 – voting to close on 4 March

Wealth Adviser Awards 2016 – voting to close on 4 March

Thu, 11/02/2016 - 19:15

We are conducting a survey of the Wealth Adviser readership to assess the best wealth managers and service providers including trust companies, law & accounting firms from the UK & its offshore jurisdictions (Isle of Man, Jersey & Guernsey) during 2015 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.  »

Three in 10 millennials are not saving, says new research

Three in 10 millennials are not saving, says new research

Thu, 11/02/2016 - 16:44

Nearly three in 10 (29 per cent) UK millennials are not saving anything each month and less than one in four (24 per cent) are saving into a pension, according to research by the online investment platform rplan.co.uk. »

Charles Stanley appoints Allfunds as platform provider

Charles Stanley appoints Allfunds as platform provider

Thu, 11/02/2016 - 16:43

Wealth manager Charles Stanley has chosen Allfunds as its funds platform provider. Charles Stanley says it was attracted to Allfunds not only due to its international standing as market leader but also because of the platform provider’s commitment to the UK marketplace. »

Social Stock Exchange launches third annual research book

Social Stock Exchange launches third annual research book

Thu, 11/02/2016 - 16:38

The Social Stock Exchange – the UK’s new market for impact investing – has today its third annual research book. Produced by investment research firm All Street, the guide delivers both an independent take on each member firm as well as an overview of the impact investing market as a whole.  »

O’Brien-Staley Partners recruits impact investing team

O’Brien-Staley Partners recruits impact investing team

Thu, 11/02/2016 - 16:37

O’Brien-Staley Partners (OSP) has hired Matt Reilein (pictired) as its Portfolio Manager and Carleen Rhodes as its Special Advisor for Fixed Income Impact Investing. Impact investing is the strategy of pursuing investments designed to yield both a benefit to society and advantageous returns to investors. »

MediaWatch WA awards 2015

See interviews and presentation at the Wealth Adviser 2015 awards ceremony, held at Sketch, Mayfair on the 15th May .... »

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