Matthew Bale, RiskFirst

RiskFirst launches attribution analysis product

Thu, 09/05/2019 - 15:03

RiskFirst has taken its PFaroe product and expanded it to include an attribution service for asset managers. Matthew Bale (pictured), chief strategy officer, explains that the PFaroe platform services USD1.5 trillion in assets across 3,000 defined benefit (DB) pension plans, helping them better manage their risk. »

Claire Dobie, Alliance Trust

Pioneering approach leads to profitable changes for Alliance Trust

Fri, 19/10/2018 - 12:51

Alliance Trust is one of the oldest investment trusts, founded 130 years ago to support pioneer farmers in Oregon and that pioneering spirit continues with its recent changes. It has a market capitalisation of GBP2.6 billion. »

Simon Stewart, The Growth Stage

The Growth Stage launches institutional funding platform for investment in private growth companies

Mon, 15/10/2018 - 08:59

The Growth Stage has launched what it says is the world’s first funding platform for private growth companies to raise investment capital from regulated institutional investors. »

Invesco global sovereign wealth study finds shift to equities

Mon, 09/07/2018 - 09:50

Invesco has published its sixth Invesco Global Sovereign Asset Management Study, an annual in-depth report on the complex investment behaviour of sovereign wealth funds and central banks, which this year shows that equities have now overtaken bonds to become the lead asset class for sovereigns across active, passive and factor strategies. »

A dram good investment?

Thu, 21/06/2018 - 08:29

One of the world’s most coveted and highly regarded whiskies is set to go under the hammer in an online auction being held by Perth based Whisky Auctioneer. »

Equity release firm finds solicitors fear their property knowledge is out of date

Thu, 01/03/2018 - 12:05

A new study from equity release referral firm Key Partnerships reveals that seven out of 10 solicitors fear their property finance knowledge is out of date, and one in two are concerned advising on property finance goes beyond their core expertise. »

Mike Clements, SYZ Asset Management

SYZ Asset Management looks for volatility beneficiaries in violent markets

Tue, 20/02/2018 - 14:19

In a note on how to profit from a return to volatility, Mike Clements, head of European Equities at SYZ Asset Management, writes that violent markets enable stock pickers to uncover value when the tide of sentiment draws out. »

Tom Delic, Seneca

Seneca Investment Managers adds Samarang to Global Income & Growth Trust

Tue, 20/02/2018 - 10:37

Seneca Investment Managers has added Samarang Asian Prosperity Fund, a small cap pan-Asian fund run by Greg Fisher, to its portfolio. »

Richard Killingbeck, WHIreland

WHIreland is team and asset building in 2018

Tue, 13/02/2018 - 20:11

Since winning the best domestic clients team award in Wealth Adviser’s 2017 awards, WHIreland has seen assets under management grow to GBP3.1 billion. »

UK investor sentiment up in Feb

Tue, 13/02/2018 - 10:43

UK investors continue to feel good about global investment opportunities, returning an improved overall sentiment score of 10.9 per cent for February, according to the latest investor sentiment index (ISI) from Lloyds Private Bank. »


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