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Laura Suter, AJ Bell

AJ Bell warns of hidden gearing risks in investment trusts

Tue, 01/10/2019 - 12:13

Research published by AJ Bell has found that a total of eight UK-focused investment trusts have gearing of 20 per cent or more, meaning investors in these funds are exposed to more risk. »

Bernard Delbecque, EFAMA

UCITS sales hit 18-month high as demand for bond funds increases

Tue, 01/10/2019 - 10:28

Net sales of UCITS and AIFs totalled EUR94 billion in July, up from EUR23 billion in June, while net sales of UCITS rose to a level not seen in the last 18 months, according top the latest Investment Fund Industry Fact Sheet form The European Fund and Asset Management Association (EFAMA). »

Jordan Schwartz, ACA

ACA Compliance Group launches ‘next-gen’ regtech platform

Tue, 01/10/2019 - 10:22

ACA Compliance Group (ACA), a provider of governance, risk, and compliance advisory services and technology solutions, has launched ComplianceAlpha 2.0.  »

vdk bank to implement two components of Objectway’s wealth-tech suite

Tue, 01/10/2019 - 10:16

vdk bank is to implement two components of Objectway’s WealthTech Suite – Portfolio Manager will provide portfolio management, branch-based advisory and execution-only capabilities; whilst Investor Portal will enable web apps for end-clients for self-directed investment management at a later stage. »

Royal London Asset Management selects TradingScreen

Tue, 01/10/2019 - 09:38

UK investment management firm, Royal London Asset Management (RLAM) has selected the Trading Screen multi-asset order and execution management system (OEMS). »

Robin Geffen, Liontrust

Liontrust completes acquisition of Neptune

Tue, 01/10/2019 - 09:31

Specialist fund management company Liontrust has completed the acquisition of Neptune Investment Management Limited. »

Strange times but a winner in our midst

Thu, 26/09/2019 - 14:43

It’s been a big and strange week in politics in the UK, but a good week for Wealth Adviser with a trip to the UK Platform Awards, courtesy of Novia Financial, and an opportunity to see our interviewee Verona Kenny, Managing Director of Intermediary, Seven Investment Management collect an award. Read Philippa Aylmer’s interview with her on how 7IM is taking the ultra low cost multi asset route. »

Global ETF launches 19-26.09.19

Thu, 26/09/2019 - 14:04

Though short on number in terms of actual new funds listed, this has still been a big week for ETF launches with the announcement by Goldman Sachs Asset Management of its new European ETF business and the debut of the Goldman Sachs ActiveBeta US Large Cap Equity UCITS ETF, a European version of its flagship US ETF which has over USD6 billion in assets. Elsewhere, Amundi launched a new US corporate bonds ETF, while Innovator expanded its Defined Outcome ETF suite with new Buffer ETFs based on the Nasdaq 100 and Russell 2000 Indexes. »

Poste Italiano partners with Moneyfarm

Thu, 26/09/2019 - 11:03

Poste Italiane (Poste) is partnering with MFM Investments (Moneyfarm) to provide digital investment services and offer a digital wealth management solution for Poste Italiane’s clients.   Moneyfarm is an independent digital wealth management company operating in Italy, the United Kingdom and Germany, where it has recently started operations through a product joint venture with Allianz. Founded in 2011, it offers online financial advisory and execution services, with a focus on ETF-based portfolio management.    »

Rowan Dartington appoints Chief Operating Officer

Thu, 26/09/2019 - 11:00

Fiona Richards has joined Rowan Dartington as chief operating officer with responsibility for driving operational efficiencies and the development and execution of the firm’s strategic priorities and replaces Adrian Clark following his retirement.  »


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