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Foster Dykema Cabot to join Focus Financial Partners as new partner firm

Mon, 11/02/2019 - 09:39

Foster Dykema Cabot & Co Incorporated (FDC), an independent RIA based in Boston, Massachusetts, has entered into a definitive agreement to join the Focus Financial Partners, a partnership of independent, fiduciary wealth management firms. »

Progeny expands into Scotland

Mon, 11/02/2019 - 09:32

Progeny Group has expanded into Scotland with the acquisition of Edinburgh-based Innovate Financial Services. »

Brooks Macdonald names new Chairman

Mon, 11/02/2019 - 09:22

AIM-listed investment management group Brooks Macdonald Group has appointed Alan Thomas Carruthers as Chairman, with effect from 14 March 2019. He will succeed Christopher Knight, who will be retiring as Chairman on that date. »

Global ETF launches for week beginning 04.02.19

Sun, 10/02/2019 - 11:42

Notable launches this week saw Danish investors given access to a domestic ETF investment opportunity with the launch of the the Xact OMXC25 ETF, the first exchange traded fund on Nasdaq Copenhagen. Elsewhere, AdvisorShares and ARK Investment Management launched tech-focused funds, while DWS debuted two thematic Xtrackers ETFs and Pimco launched a Global Short Maturity fund for Canadian investors… »

SEI partners with Inovéa Group to bring goals-based investing to France

Fri, 08/02/2019 - 09:21

SEI has formed a strategic partnership with Inovéa, a France-based, independent network of advisers and consultants specialising in insurance, real estate and finance products, to launch six new European Strategic Portfolios (Euro SPs), each designed with a goals-based investment strategy. »

Fidelity expands Model Portfolios line-up with two new income models leveraging both ETFs and mutual funds

Fri, 08/02/2019 - 09:19

Fidelity Investments, one of the largest and most diversified global financial services firms with USD6.7 trillion in client assets, has launched the Fidelity Bond Income Model Portfolio and Fidelity Multi-Asset Income Model Portfolio, the first models offered by Fidelity to include ETFs, along with active and passive mutual funds. »

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Boutique investment firm Assured Capital Partners re-opens most successful fund

Thu, 07/02/2019 - 18:52

Boutique Investment Firm Assured Capital Partners has re-opened its most successful fund to date to a limited number of new investors in an expanded offering. Only accredited investors may participate. »

Equilibrium targeting significant growth

Thu, 07/02/2019 - 17:40

Cheshire-based wealth management firm Equilibrium Asset Management is aiming to boost headcount to a record high of 110 within two years.   »

TISA releases updated MiFID II Costs & Charges guide

Thu, 07/02/2019 - 17:36

TISA, the investing and saving alliance, has published an updated version of its essential MiFID II approach to implementation guide for Costs & Charges. »

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Martin Currie Asia Unconstrained Trust appoint s Craig Cleland as non-exec director

Thu, 07/02/2019 - 10:39

The board of Martin Currie Asia Unconstrained Trust has appointed Craig Cleland as a Non-Executive Director of the Company. »

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