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Citizens Bank adds digital investing capabilities to wealth management platform

Fri, 02/12/2016 - 12:28

Citizens Bank is to offer digital investing capabilities to consumers through its affiliate Citizens Investment Services, as part of its growing wealth management platform. »

Moneyfarm makes CIO and CFO appointments

Fri, 02/12/2016 - 10:31

Digital wealth manager Moneyfarm has appointed a chief investment officer (CIO) and a chief financial officer (CFO). »

InvestUK secures UK real-estate agreement with China’s Henry Global

Fri, 02/12/2016 - 10:30

InvestUK has secured a partnership agreement with Henry Global Consulting Group, one of China’s largest overseas property investors, to participate in InvestUK’s USD1 billion Education Bond, targeted at UK affordable housing.  »

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Research published earlier this year from GBP2.8 billion Heartwood Investment Management revealed that one in four IFAs has seen an increase in client demand for globally diversified ethical investing over the last few years, while just two in five were satisfied with the current range of ethical investment options on offer. »

BBR Partners opens Chicago office

Fri, 02/12/2016 - 09:07

BBR Partners, a New York-based wealth management firm, has opened its third office in Chicago, Illinois. »

US UHNW clients prefer property in North and South America

Fri, 02/12/2016 - 09:06

Ultra high net worth (UHNW) clients in the US tend to own multiple houses overseas, with North and South America the most popular locations for their foreign properties, according to a study by AIG Private Client Group. »

Jim Goodland, GPS Wealth Management

GPS Wealth Management launches Power Portfolios

Fri, 02/12/2016 - 09:01

GPS Wealth Management has launched its Power Portfolios, which consist of low-cost and smart-beta funds as well as traditional managers who consistently beat their benchmarks. »

Jon Stein, Kettera

Chesapeake Capital adds diversified strategy to Hydra marketplace

Fri, 02/12/2016 - 08:43

Chesapeake Capital has added its diversified strategy to Kettera Strategies’ Hydra marketplace, a global market providing investors with access, notional funding, daily transparency and twice monthly liquidity to established and emerging alternative asset managers. »

Dave Carson, Ultimus Managers Trust

Ladder Capital selects Ultimus to service first fund offering

Fri, 02/12/2016 - 08:41

Ladder Capital Asset Management has selected Ultimus Fund Solutions to provide fund administration services for the firm’s first mutual fund, the Ladder Select Bond Fund. »

Ersel to use STOXX smart beta indexes in new product launch

Thu, 01/12/2016 - 16:04

STOXX Ltd, the operator of Deutsche Boerse Group’s index business, has announced that 12 of their smart beta index suite have been licensed by Italian asset manager Ersel Asset Management SGR to support a new mutual fund. »

features

Special Reports

Alternative UCITS 2016

Alternative UCITS 2016

Wed, 23/11/2016 - 13:57

Awards

Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 08:14

Interview

Switzerland Hedge Fund Services 2016

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 09:12

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