Ned Davis Research (NDR) has launched its Thematic Opportunities Strategy, offering alpha-generating investment recommendations using a theme-based approach.
Stanhope Capital Group (Stanhope Capital) and FWM – owner of Forbes Family Trust, LGL Partners and Optima Fund Management (collectively FWM) – have entered into a definitive merger agreement to create one of the world’s largest independent wealth management and advisory firms, overseeing USD24.2 billion in client assets with 135 employees operating in six offices worldwide.
FE Investments, the investment arm of global fund data company FE fundinfo, has seen a record 125 per cent increase in assets under management (AUM) this year into its Responsibly Managed portfolio range.
Taxpayers in London pay 29 per cent of all the UK’s Capital Gains Tax despite having just 13 per cent of the UK’s population, according to a new study by Growthdeck, the private equity investment firm.
During the pandemic some parts of the population have managed to put away more money than ever before. For those who already had substantial amounts of money in cash, including those with GBP250k in investable assets, it is vital they invest the money.
New research from behavioural finance experts Oxford Risk, reveals that during the early stages of the Covid-19 crisis when stock markets fell sharply, 8 per cent of people with savings and investments either sold some of their investments or took their money out of the stocks markets.
By Allan Lane, Algo-Chain – If you are a Discretionary Fund Manager running Model Portfolios on financial adviser platforms, you will often find that ETFs available on one platform are not available on another, which invariably forces the manager to oversee multiple incarnations of what is meant to be the same portfolio.
By Matthew Chapman (pictured), Director, ACA Compliance Group – Geopolitical change and uncertainty, regulatory sabre-rattling and industry shake-ups have combined to create a perfect storm for many financial services firms when it comes to their trade and transaction reporting obligations under MiFIR, EMIR and SFTR.
By Jeffrey Kirk and Simon Gray – Ever innovative and commercially minded, the British Virgin Islands (BVI) has recently introduced a new regulatory regime for private equity, venture capital and other closed-ended funds – adding to its already well established, cost effective and popular stable of incubator funds and approved funds.
By Stuart Parkinson (pictured), Group CEO, Lombard International – As we head towards the end of an infamously volatile year, we continue to live in rapidly changing and uncertain times, be it geopolitics, the global economy, or evolving international regulations. While there is no silver bullet to navigate uncertainty, the value in foresight with regards to wealth and succession planning, is ever more important and significant.
What do clients want and expect from their advisers? A new survey from discretionary investment manager, PortfolioMetrix highlights where advisers' and clients' ideas about the value of advice align and differ.
Research by Quilter, a wealth management and financial advice firm, has found the 25 per cent of over 40s can save more than before the pandemic, but the overwhelming majority (72 per cent) of extra savings is sitting in cash.
