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JPMAM’s late arrival to the ETF ball brings success

Thu, 07/02/2019 - 10:33

JP Morgan Asset Management (JPMAM) was a latecomer to the ETF scene, with the USD 1.7 trillion (as of September 30, 2018) firm’s reluctance to enter the fray puzzling for many. JPMAM’s first ETFs came in 2014 in the US, while 2017 saw a push into Europe. »

Columbia Threadneedle adds to credit team

Thu, 07/02/2019 - 10:31

Columbia Threadneedle Investments has strengthened its credit capabilities with the appointment of three new investment professionals to its London-based team. »

Openwork appoints Chief People Officer

Thu, 07/02/2019 - 09:08

Openwork, one of the UK’s largest financial advice networks, has strengthened its Executive Team with the appointment of Carrie Morris as Chief People Officer, responsible for all staff-related activity. »

55ip's investment strategy engine now available on CircleBlack platform

Thu, 07/02/2019 - 08:50

55ip, an investment strategy engine that enables advisers to automate and custom-build investment strategies using quantitative capabilities, is now available on CircleBlack, a multi-aggregation wealth management platform. »

CUNA Mutual Retirement Solutions adds to TPA Market Staff

Wed, 06/02/2019 - 17:48

Just a little more than 18 months after launching its third-party administrator solution, CUNA Mutual Retirement Solutions has appointed Victoria Frey, a 23-year financial services industry veteran, as TPA relationship manager. »

Nordea Asset Management expands European Covered Bond range

Wed, 06/02/2019 - 17:38

Nordea Asset Management has expanded its suite of strategies with the launch of the Nordea 1 – European Covered Bond Opportunities Fund. »

S&P Dow Jones Indices launches S&P Europe 350 Economic Cycle Factor Rotator Index

Wed, 06/02/2019 - 14:54

S&P Dow Jones Indices (S&P DJI) has launched the S&P Europe 350 Economic Cycle Factor Rotator Index, which applies a rotational strategy and tracks pivotal changes in business and economic cycles. »

Marlborough Group strengthens DFM capability with new hire

Wed, 06/02/2019 - 14:30

The Marlborough Group has appointed Mike Mumford as Business Development Manager for the group’s discretionary fund management business, Marlborough Investment Management. »

Tilney appoints associate investment director in Birmingham

Wed, 06/02/2019 - 10:20

UK private investment management group Tilney has appointed Chris Moore as an associate investment director. He will join the team in the company’s Birmingham office, which has seen significant expansion in recent years through both recruitment and acquisitions. »

Alpha FMC and Kaizen to provide transaction reporting compliance assurance service

Wed, 06/02/2019 - 10:08

Alpha FMC (Alpha), a specialist in asset and wealth management consultancy, has teamed up with Kaizen Reporting (Kaizen), a specialist regulatory reporting firm to provide a ‘health check’ for specialist wealth managers and smaller asset manager by way of independent transaction reporting assessments. »