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Raymond James Royal Exchange appoints new branch principal

Tue, 12/02/2019 - 10:04

A new branch principal, David Roblin is joining Raymond James to co-locate in London at Raymond James’s Royal Exchange location. Roblin will offer bespoke investment and wealth management services to private clients across the UK. »

Kuber Ventures adds three new funds to its tax-efficient investment platform

Tue, 12/02/2019 - 10:02

Kuber Ventures, an alternative investment platform specialising in EIS and SEIS, has added three new funds available to individual investors and advisers building diversified tax efficient portfolios on behalf of their clients. »

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Spouting Rock Asset Management appoints Chief Sustainability Officer

Tue, 12/02/2019 - 09:13

Spouting Rock Asset Management has appointed Pamela Jacobs as its first Chief Sustainability Officer. In this new role, she’ll work with the firm’s management and investment teams to assess the Impact and ESG landscape and determine the best way to integrate these into the firm’s investment strategy, culture and philosophy. »

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High demand closes structured product early

Tue, 12/02/2019 - 09:04

Hilbert Investment Solutions has had to close its latest structured product for business ahead of schedule following a high demand from UK investors. »

Smith & Williamson adopts Avaloq’s SaaS solution

Tue, 12/02/2019 - 08:36

Smith & Williamson, a UK-based financial and professional services firm, has adopted Avaloq’s Software as a Service (SaaS) solution. »

Evercore Wealth Management appoints new President

Tue, 12/02/2019 - 08:33

Evercore has appointed Chris Zander as President of Evercore Wealth Management, reporting to the firm's Chief Executive Officer, Jeff Maurer.  »

Ensign selects Punter Southall Aspire to provide at retirement services for its Master Trust members

Mon, 11/02/2019 - 11:03

Ensign, a shipping and maritime pension specialist, has selected Punter Southall Aspire to provide at retirement guidance and regulated advice for its Master Trust members. The service will be offered alongside another exciting new initiative – the Ensign Drawdown Account. »

Edward Glyn, Calastone

Fund flows turn positive in January but underlying trend is weak, says Calastone

Mon, 11/02/2019 - 10:57

Fund inflows recovered in January, after December saw the worst reading in two years, according to the latest Fund Flow Index (FFI) from funds transactions network Calastone. But there is little evidence that the more positive figures represent a sea change in investor sentiment. »

Catella completes sale of Luxembourg wealth management business

Mon, 11/02/2019 - 09:42

Catella Bank, a wholly owned subsidiary of Catella AB has completed the sale of its Wealth Management operations in Luxembourg to VP Bank (Luxembourg) for SEK95 million. »

Dunstan Thomas launches Integro CX

Mon, 11/02/2019 - 09:41

Retirement solutions specialist Dunstan Thomas has launched Integro CX as it increases its focus on delivering highly secure and yet flexible, role-based portals and dashboards to wealth managers, providers and platforms alike. »

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