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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. »

 BlueBay adds two to high yield team

BlueBay adds two to high yield team

Thu, 11/02/2016 - 09:24

Fixed income manager BlueBay Asset Management has hired Jean-Yves Guibert and Marc Kemp into the firm’s Global Leveraged Finance team. »

SS&C enhances reporting and client communications in Black Diamond Wealth Platform

SS&C enhances reporting and client communications in Black Diamond Wealth Platform

Thu, 11/02/2016 - 09:17

SS&C Technologies Holdings has significantly enhanced the reporting and client communications experience for wealth managers using the third generation of the Black Diamond wealth platform. »

Latest Athena research offers new approach in measuring impact investments

Latest Athena research offers new approach in measuring impact investments

Thu, 11/02/2016 - 08:50

A new research paper from Athena Capital Advisors – Social Finance and the Post-Modern Portfolio: Theory & Practice – offers advisors a simple approach to accommodate and measure the distinct social values of their clients. »

Ascot Lloyd appoints Stuart Dyer as a non-executive director

Ascot Lloyd appoints Stuart Dyer as a non-executive director

Wed, 10/02/2016 - 16:44

Ascot Lloyd, the national Independent Financial Adviser (IFA) firm specialising in financial planning, wealth management and corporate benefit solutions, has appointed Stuart Dyer as a non-executive director. »

Parametric launches new liquid alternative strategy

Parametric launches new liquid alternative strategy

Wed, 10/02/2016 - 16:41

Parametric Portfolio Associates has added a new Liquid Alternative strategy to its suite of Volatility Risk Premium (VRP) strategies. »

Nordea Asset Management sees net flows of EUR12.7bn in 2015

Nordea Asset Management sees net flows of EUR12.7bn in 2015

Wed, 10/02/2016 - 16:39

2015 marked another milestone for Nordea’s Asset Management unit which maintained its strong momentum and posted strong net flows of EUR12.7 billion. »

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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