Hilbert Investment Solutions has announced that a structured product in its Kick Out Series has matured early (autocalled) and generated investors a 9 per cent return within six months of launching.
Behavioural finance experts Oxford Risk says many of the investment decisions retail investors make are for emotional comfort, and it estimates that on an average year this typically costs them 3 per cent in returns. However, given the increased level of market volatility during the pandemic, and that the level of emotional decisions made by investors in terms of managing their portfolios has increased dramatically, the cost of this will be more – in some cases it will be much higher.
PIMFA, the trade association for the wealth management and financial advice industry, has called on the Government to tighten the rules around the promotion of unregulated financial products.
Carey Olsen Bermuda has appointed family law expert Honor Desmond-Tetlow as a senior consultant within its private client and dispute resolution teams.
iCapital Network, the global financial technology platform providing access to alternative investments, has announced a series of milestones in its expansion into the European and Asian markets.
Refinitiv and Nomura Research Institute, (NRI), a provider of consulting services and system solutions, have launched the Refinitiv BETA and I-STAR/GX offering at Baird, an employee-owned, international wealth management, asset management, investment banking/capital markets, and private equity firm.
Fidelity International has acquired Legal & General Investment Management’s (LGIM) UK Personal Investing business. The acquisition will form part of Fidelity’s Personal Investing platform.
Charles Schwab Investment Management (CSIM), an asset management arm of The Charles Schwab Corporation, has made a series of Schwab Model Portfolios available to advisors on the Riskalyze platform.
Broadridge Financial Solutions, Inc. (NYSE:BR) company, has launched a new
platform, which utilises the latest in cloud technology to enable end-to-end Securities-Based Lending (SBL).
Sustainable and ESG-focused funds should sit at the heart of investors’ long-term portfolios now, with the seismic shift seen towards such mandates in recent years unlikely to be reversed, according to Adrian Lowcock at Willis Owen .