UK savers put GBP4.7 billion into retail funds in May 2020 building on the positive fund flows in April, according to latest figures published today by the Investment Association (IA).
After the mother of all market selloffs in March and the mother of all market rebounds in April, it is long overdue to survey the debris that some investors might mistake for a well-constructed portfolio. As an income investor one should really ‘beware the Ides of March’ and in this article I will review four sources of income and the risks that come with that territory.
Adam Laird (pictured), formerly of Lyxor and Hargreaves Lansdown, and ex-ETF chair of The Investment Association, has launched Ards Ventures, a consolidator of actively managed fund managers.
Rumi Mahmood, head of ETF research, Nutmeg, shares his thoughts on how ETFs behaved during the market crisis of early 2020
We’ve long held the view that in the next market downturn, somewhere down the line ETFs would be vilified. And that happened, initially, with headlines noting: wild swings in premiums/discounts; illusion of liquidity; exacerbating volatility. But after the initial hysteria and alarmist headlines, as calmer heads prevailed and market participants shared their truths, the tune changed, and ETFs emerged as a hero in troublesome times.
Deutsche Bank has combined its Wealth Management and Private & Commercial Business International (PCBI) units into a new International Private Bank, with a client base of well over three million private, wealth and commercial clients, and assets of EUR250 billion and revenue of EUR3 billion.
PIMFA, the trade association for the wealth management and financial advice industry, has welcomed the Financial Conduct Authority’s (FCA) announcement that it intends to make the ban on marketing of so-called mini bonds, introduced in January, permanent.
A new study by BackBay Communications has found that while family offices remain more discreet in their public-facing activities than traditional asset management firms, many leading family offices have begun to leverage marketing and public relations to create differentiation and build awareness in support of their investment and impact objectives.
Factor and analytical tool provider Style Analytics is offering its equity factor performance reports and a flash portfolio factor analysis free of charge for three months, in a move designed to help all investors navigate today’s volatile markets.
Finantix and WealthBriefing report finds low satisfaction levels with current communication practices
Wealth technology provider Finantix, in collaboration with WealthBriefing, has published part two of its ongoing research series into the future of wealth management, entitled ‘Defining - and Delivering - Personalised Client Engagement’.
Danny Knight, head of investment directors at Quilter Investors, has published a list of seven principles of investing through volatile times that he recommends people should look to stick to.
By Allan Lane, Algo-Chain – During a week when the Dow Jones Industrial Average surged 11.4 per cent, the largest one day increase since 1933, this news seemed at odds with some of the more harrowing coronavirus statistics that hit the airwaves by the time US markets closed.
Research from private wealth law firm Boodle Hatfield reveals that ultra high net worth people (UHNW) are increasingly taking the lead role in UK private equity deals.