Results & performance | Wealth Adviser

Fairstone announces significant increase in client base

Wed, 13/02/2019 - 10:37

Fairstone, one of the UK’s largest Chartered Financial Planning firms, has seen its client base rise to 51,000 – a 25 per cent increase on the previous year. »

Fund flows turn positive in January but underlying trend is weak, says Calastone

Mon, 11/02/2019 - 10:57

Fund inflows recovered in January, after December saw the worst reading in two years, according to the latest Fund Flow Index (FFI) from funds transactions network Calastone. But there is little evidence that the more positive figures represent a sea change in investor sentiment. »

Investor confidence down by 9.4 points in January to 70.2

Wed, 30/01/2019 - 18:09

The State Street Global Investor Confidence Index decreased to 70.2 in January, down 9.4 points from December’s revised reading of 79.6. »

Openwork adds record number of mortgage firms and advisers

Tue, 29/01/2019 - 09:50

UK financial advice network Openwork has experienced its most successful year for a decade in terms of new mortgage firm and adviser recruitment. »

Isabelle Bourcier, BNP Paribas Asset Management

Appetite for ESG ETFs boosts BNP Paribas Asset Management’s assets

Mon, 28/01/2019 - 12:45

2018 saw BNP Paribas Asset Management’s ETF and Index Solutions division raise significant assets, closing the year with EUR13.7 billion in assets under management in its ETF and open-ended index funds. »

VCT funding up 245 per cent compared to same time last year

Tue, 22/01/2019 - 16:03

VCT funding so far in January 2019 totals GBP91.3 million, up 245 per cent compared with the same time last January (GBP26.4 million), according to data released by Wealth Club. »

Wesleyan delivers 6.6 per cent growth for with-profits investors

Tue, 22/01/2019 - 15:57

Wesleyan, a specialist financial mutual for doctors, dentists, teachers and lawyers, defied the 2018 market downturn by delivering a gross annual increase to pay-outs of 6.6 per cent to customers invested in its flagship With Profits Fund. »

Nomura's Global High Conviction Fund hits first quartile as it celebrates its third anniversary

Tue, 22/01/2019 - 09:11

Nomura Asset Management is marking the third anniversary of the launch of its Global High Conviction Fund, which has delivered first quartile returns of 6.2 per cent (annualised since inception) and been awarded a four star rating by Morningstar. »

December was worst month for fund flows since October 2016, says Calastone

Tue, 08/01/2019 - 09:38

High volatility in global markets kept investors away in December, according to the latest Fund Flow Index (FFI) from global funds transaction network Calastone. Investor sentiment remained cautious following continued macroeconomic and political uncertainty. »

EFAMA reports strong net inflows into money market funds in October

Fri, 21/12/2018 - 08:59

UCITS and AIFs registered net inflows of EUR6 billion in October, compared to net outflows of EUR22 billion in September, according to the latest Investment Fund Industry Fact Sheet from the European Fund and Asset Management Association (EFAMA). »