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Reeves signs strategic alliance with Brooks Macdonald Asset Management

Reeves, one of the major accountancy and financial services firms practicing in London and the South East of England, has signed a strategic alliance with the specialist investment manager Brooks Macdonald Asset Management (BMAM).  »


Handshake

The Presidio Group appoints eight partners

The Presidio Group, a personal and corporate financial services firm, has named eight professionals as equity partners, bringing the total number of employee-partners to 15. »


UK flag

Newton launches Growth and Income Fund for Charities

Newton Investment Management, part of the BNY Mellon group, has launched the Newton Growth and Income Fund for Charities, a sub-fund of the UK umbrella unit trust, BNY Mellon Charities Funds. »


Handshake

Cantor Fitzgerald Wealth Partners names chief investment officer

Cantor Fitzgerald Wealth Partners has named industry veteran Bob Serhus as its chief investment officer.  »


Dollars

DB Platinum CROCI Global Dividends fund surpasses USD500m in assets

Deutsche Asset & Wealth Management’s (DeAWM) DB Platinum CROCI Global Dividends fund has surpassed USD500 million in assets under management (AUM). »


Retirement

ADP launches IPS Zero investment platform with simplified fees

ADP has launched IPS Zero, an investment platform designed to appeal to advisors who employ a fee-for-service structure with their retirement plan clients and plan sponsors who want simplified fees.  »


Volatility

Investec Structured Products launches UK Controlled Volatility Fund

Investec Structured Products is providing investors with the potential of long-term capital growth which tracks the performance of the 30 least volatile stocks from the 100 largest companies listed in the UK via a new fund linked to the EVEN 30 Index. »


Canada flag

Hansberger growth team to join Madison Asset Management

Madison Asset Management plans to partner with the Toronto-based international growth equity team of Hansberger Global Investors, manager of USD4 billion in assets. »


Risk

Understanding risk and diversification in your portfolio is essential, says Barings

Research into the best and worst performing asset classes over the past seven years shows that European equities, the top performer in 2012, continued to outperform in 2013. »


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UK retail investment platforms' operating costs falling, but processing rates remain slow

An annual benchmarking study into the operating costs of UK retail investment platforms has identified increasing cost efficiencies in the operation of both fund supermarkets and wrap platforms. »


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