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Katie Sheliga, The Standard

The Standard appoints Institutional Sales Director

Fri, 23/08/2019 - 09:33

The Standard has appointed Ekaterina (Katie) Sheliga as institutional sales director for Retirement Plan Services. She will be responsible for working with The Standard’s national sales team to grow business with key national partners. »

Stephen Pearson, Jupiter

Jupiter expands multi-asset strategy with Flexible Macro Fund

Thu, 22/08/2019 - 14:39

Jupiter has expanded its multi-asset offering with the launch of the Jupiter Flexible Macro fund. The fun, which follows the successful launch of Jupiter Flexible Income in 2018, will target long-term returns with low correlations to traditional assets using a top-down macroeconomic approach.  »

ESG emerging market bonds offer yield and a clean conscience

Thu, 22/08/2019 - 12:43

This week’s newsletter brings an interview with PIMCO’s Yacov Arnopolin who says that ESG filtered emerging market bonds can help investors looking for yield and an ESG approach in their portfolios. »

Global ETF launches 15-22.08.2019

Thu, 22/08/2019 - 12:34

In a quiet week for new ETF launches, last week’s green theme continued with the debut of the First Trust EIP Carbon Impact ETF. Elsewhere, Ossiam launched the US Steepener ETF which tracks a Solactive index designed to give investors the chance to benefit from a potential steepening of the US Treasury yield curve… »

Kevin Carter, EMQQ

Not as Prime as Single's Day

Thu, 22/08/2019 - 11:16

Kevin Carter, Chairman of the EMQQ Index Committee and sponsor of the Emerging Markets Internet and Ecommerce UCITS ETF (EMQQ), compares the popularity of Amazon’s Prime Day with Alibaba’s sales success on Single’s Day in China… »

Janus Henderson Investors makes key promotion

Thu, 22/08/2019 - 09:31

Janus Henderson Investors has promoted Mark Fensom to Retail Sales Director for Victoria and Tasmania. »

HighTower makes strategic investment in Lexington Wealth Management

Wed, 21/08/2019 - 10:53

HighTower has made a strategic investment in Lexington Wealth Management (LWM), an advisory group that serves entrepreneurs, executives, professionals, affluent women, high-net-worth individuals and families.  »

Bluespring Wealth Partners acquires Hickory Asset Management

Wed, 21/08/2019 - 10:52

Bluespring Wealth Partners (Bluespring Wealth), a new business focused on acquiring experienced registered investment adviser (RIA) and wealth management firms, has acquired Hickory Asset Management. »

WM Partners selects Artivest platform to bring private equity solution to financial advisers

Wed, 21/08/2019 - 10:48

WM Partners, a middle-market private equity firm specialising in buyout investments in the health and wellness sector, has selected Artivest's digital alternative investment platform as its point of access to financial advisers and qualified high-net-worth investors. »

US dollars

Braddock Multi-Strategy Income Fund passes USD500m in assets

Wed, 21/08/2019 - 10:44

The Braddock Multi-Strategy Income Fund has crossed the USD500 million benchmark in assets under management and received a five-star overall Morningstar Rating from among 297 funds in the Multisector Bond Fund Category as of 31 July, 2019 based on its risk-adjusted returns. »


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