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Mediolanum Group opens new European Funds HQ

Fri, 06/12/2019 - 22:50

Mediolanum Banking Group has officially opened it new European Asset Management Headquarters in Dublin. The Irish operations of Banca Mediolanum comprise Mediolanum International Funds Limited (MIFL) and Mediolanum International Life Dac. »

Edward Glyn, Calastone

UK general election campaign drives strong inflows to UK equity funds

Fri, 06/12/2019 - 10:40

Equity funds enjoyed their strongest inflows of 2019 in November following months of pessimism, according to the latest Fund Flow Index from global funds network Calastone. »

Equisoft Partners with Refinitiv to deliver wealth management solution

Fri, 06/12/2019 - 08:54

Equisoft has launched a web-based fund sales acceleration platform solution powered by Refinitiv, Equisoft/analyze for wholesalers, which is designed to help fund wholesalers enhance their value proposition to advisors by offering them insightful fund and portfolio analytic services. »

UK pension wealth rising, but challenges remain

Thu, 05/12/2019 - 16:40

Emma Byron, Managing Director at Legal & General Retail Retirement Income, comments on the latests figures from the ONS showing an increase in pension wealth in Great Britain… »

Vanguard to launch Total International Bond II Index Fund

Thu, 05/12/2019 - 16:37

Vanguard is to launch a new, broad market international bond index fund, Vanguard Total International Bond II. The fund will serve as the international fixed income component for the firm’s Vanguard Target Retirement series and LifeStrategy Funds.  »

ESG continues to be popular but standards need to be set

Thu, 05/12/2019 - 13:23

Two pieces in this week’s Wealth Adviser visit the all important ESG trend, with Investec’s survey finding that the theme is all dominating for investors, while Duff & Phelps’ Ryan McNelley calls for a level playing field that is practical and where investment funds can implement and achieve the desired aim. “If the regulation is impractical or costly, it defeats the purpose,” he says. »

Global ETF launches 28.11-05.12.19

Thu, 05/12/2019 - 12:45

This week’s new ETF launches saw WisdomTree join the cryptocurrency party with the debut of a physically-backed bitcoin fund, its first cryptocurrency product, on SIX. The week’s other ‘exotic’ debutant meanwhile was a uranium mining ETF from ETC. There were also new offering from UBS, WisdomTree, State Street, Invesco and Amundi… »

Evercore Wealth Management makes CEO and Chairman appointments

Thu, 05/12/2019 - 10:40

Chris Zander is to succeed Jeff Maurer as CEO of Evercore Wealth Management and a related firm, Evercore Trust Company, effective 2 January, 2020. »

Junxure launches digital account open integration with Schwab Advisor Services

Thu, 05/12/2019 - 10:35

Junxure, an end-to-end digital client relationship management (CRM) platform, will be the first CRM platform to offer the new digital account open workflow developed by Schwab Advisor Services. »

John Plansky, Charles River

Charles River Development appoints President

Thu, 05/12/2019 - 10:27

Charles River Development has appointed Spiros Giannaros as president of Charles River Development (CRD) with responsibility for day-to-day operations of the company including product, development, sales and services for the Charles River Investment Management Solution (Charles River IMS). »

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