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Keep it green, but keep it clean

Fri, 24/05/2019 - 09:58

This week’s column from Algo-Chain’s Allan Lane looks at the evergreen popularity of ESG investing… »

Artivest appoints Chief Marketing Officer

Fri, 24/05/2019 - 08:48

Artivest, an independent digital platform for alternative funds, has appointed Paul Nobile as Chief Marketing Officer, a new position for the company. »

Latest Nucleus census highlights advisers; capacity issues

Thu, 23/05/2019 - 16:38

UK financial advisers are struggling with capacity issues as they take on more clients while finding less time available to service them, according to the lates edition of the Nucleus annual adviser census. »

Global ETF launches 16-23.05.19

Thu, 23/05/2019 - 14:08

There’s a distinctly high-tech slant to this week’s new ETF launches with a couple of AI-focused funds from Qraft Technologies, in partnership with ETC, plus a new Wisdom Tree ETF tracking the Modern Tech Platforms Index. Elsewhere, Horizons debuted leveraged and inverse marijuana ETFs, while eInvest launched Australia’s first actively managed ESG ETF… »

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. »

Wealth Adviser 2019 - The Winners

Thu, 23/05/2019 - 13:00

The seventh edition of the Wealth Adviser Awards, presented on 23 May in London, brought together some of the leading names in the wealth management industry to celebrate the achievements of the best performing wealth managers and advisers in 2018. »

Jarvis Investment Management to offer JHC Neon digital portfolio monitoring tool

Thu, 23/05/2019 - 11:09

Jarvis Investment Management (Jarvis) is expanding its relationship with wealth management fintech firm JHC by offering digital portfolio monitoring tool JHC Neon (Neon) to its clients. »

Helm Godfrey appoints head of responsible investment

Thu, 23/05/2019 - 11:07

Financial Adviser firm Helm Godfrey has hired sustainable and responsible investment expert John Ditchfield as Head of Responsible Investment. »

IW Capital closes first secured debt fund

Thu, 23/05/2019 - 10:46

IW Capital – a debt, equity and EIS investment specialist based in the heart of Mayfair – has closed its first secured debt fund. The GBP2.0million Fund is the first in a series of diversified investment vehicles that IW Capital has launched over the past few months. »

TCP strategies now available through Adhesion

Thu, 23/05/2019 - 10:45

Quantitative asset manager Trowbridge Capital Partners (TCP) has made its strategies available through the Adhesion Wealth Advisor Solutions’ (Adhesion) managed accounts platform. »