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Qiaojia Li, Rosecut

Middle market investors get cut diamond offering

Tue, 16/07/2019 - 16:47

This week saw the launch of a new wealth management platform, Rosecut, powered by artificial intelligence, and focused on the affluent middle market investor base. »

Keith Swabey, HSBC

Where were you when I needed you?

Tue, 16/07/2019 - 13:10

Keith Swabey, Senior Multi-Asset Product Specialist at HSBC Global Asset Management writes that despite the recovery in markets during 2019 from the terrible year of 2018, the lesson learnt was the need to (further) diversify portfolios, both by asset class and also by investment techniques. »

UK flag

Carmignac expands UK sales team

Tue, 16/07/2019 - 12:50

Carmignac, a French independent asset manager, has added David Beacham and Edward Aram-Dixon to the UK business development team.  »

RedBird Capital Partners and Reverence Capital Partners to acquire Vida Capital

Tue, 16/07/2019 - 10:39

RedBird Capital Partners (RedBird) and Reverence Capital Partners are to acquire Vida Capital (Vida), an alternative asset management platform specialising in non-correlated investment strategies.  »

Brooks Macdonald moves to new Edinburgh office

Mon, 15/07/2019 - 10:54

Brooks Macdonald is to move from its Edinburgh office from Melville Crescent to Hobart House, in Hanover Street in August. »

J Safra Sarasin Group completes acquisition of Lombard Odier’s private banking business in Gibraltar

Mon, 15/07/2019 - 10:03

J Safra Sarasin Group has completed its acquisition of Lombard Odier’s private banking business in Gibraltar.  »

JHC partners with Ortec Finance

Mon, 15/07/2019 - 10:03

Wealth management fintech firm, JHC Systems (JHC), and Dutch based Ortec Finance are partnering to provide OPAL, a software solution for global financial institutions offering goal-based financial planning models, as a component to JHC’s Digital Wealth Platform. »

DWS expands range of sustainable corporate bond funds

Mon, 15/07/2019 - 09:06

DWS has launched DWS Invest ESG (Environmental, Social and Governance) Euro Corporate Bonds, a new sustainable mutual fund focusing on investment grade corporate bonds from the Eurozone.  »

Ian Lance, RWC

UK valuations ‘back to the 90s’ says RWC’s Lance

Fri, 12/07/2019 - 10:40

Negative sentiment and a move by overseas investors to shun the UK have pushed domestic equity valuations ‘back to the 90s’, according to RWC Partner’s Ian Lance. »

Tony Gannon, Abbey Capital

Abbey Capital Futures Strategy Fund receives 4-star Morningstar rating

Fri, 12/07/2019 - 10:36

The Abbey Capital Futures Strategy Fund (ABYIX), a multi-manager managed futures fund providing bi-directional exposure to equity indices, commodities, bonds, interest rates and foreign exchange through segregated managed accounts, has secured a 4-Star Overall Morningstar Rating among 96 rated Managed Futures Funds for the period ending 30 June 2019. »

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