French quant firm offers investment expertise to advisers

Thu, 23/05/2019 - 13:51

French quant firm TOBAM with GBP10.2 billion under management is wading into the European wealth market offering its investment services in an anti-benchmark multi asset strategy. As increased compliance post MiFID II impacts even further, more wealth advisers and managers are turning to outsourcing their investment offering, making this an interesting development. »

Small can be beautiful

Thu, 16/05/2019 - 13:13

Compliance and regulatory issues have made it so hard for start-up fund managers to get their businesses off the ground, that we are seeing the return of the support platform, designed to fulfil those duties and get firms up and running as soon as possible. In this issue of the Wealth Adviser newsletter we interview the latest, Capricorn Regulatory Hosting, aiming to take the pain out of the whole launching process for funds with assets of under GBP250 million. »

Mediocre funds with high fees better watch out

Thu, 09/05/2019 - 15:32

Among the interviews this week on Wealth Adviser is one with Catalyst, a firm that specialises in transforming old hedge funds into new mutual funds. It’s happening in the US at the moment, but may well come over here as David Miller of Catalyst says: ‘Mediocre hedge funds have had their day’. »

New digital systems support orderly approach to wealth

Thu, 02/05/2019 - 12:32

It’s all about keeping everything in order in the wealth world this week. Our interviews in this week’s newsletter detail ever more sophisticated methods of keeping client information, from the initial ‘know your client’ requirements through to the back-office function.  »

Man with loud hailer

Read all about it! The new weekly Wealth Adviser newsletter

Fri, 26/04/2019 - 09:48

Our daily Wealth Adviser newsletter is changing to a weekly format and, from 3 May, 2019, will be published and distributed via email to registered readers on Friday mornings. You will be able to register to read the week's newsletter on the site during the week as well. »

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