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Vermeer Partners passes GBP1bn in AUM

Thu, 10/10/2019 - 09:36

Wealth management partnership Vermeer Partners has attracted more than GBP1 billion of assets under management, just four months after launch. »

Investec AM appoints new CTO

Wed, 09/10/2019 - 18:01

Investec Asset Management (Investec IM) has appointed Lucia Pino-Garcia to the position of Chief Technology Officer (CTO. Pino-Garcia has been appointed to further enhance the firm’s technology platform, positioning it for the next phase of development. »

IW Capital launches EIS Portfolio Service

Wed, 09/10/2019 - 10:29

Small business investment house IW Capital has launched a new EIS Portfolio Service, providing access to investment in UK high-growth SMEs through the EIS. »

Cult Wines appoints Head of Business Development for North Asia

Wed, 09/10/2019 - 10:28

Cult Wines, a specialist in fine wine investment management services, has appointed Eddie Kir as Head of Business Development, North Asia. »

DB transfer complaints spike by 44 per cent in a year, says new research from Duff & Phelps

Wed, 09/10/2019 - 10:09

The number of customer complaints made to the Financial Ombudsman Service (FOS) relating to defined benefit (DB) transfers rose by 44 per cent in 2018/19 against the same period in the previous year, according to data released under a Freedom of Information (FOI) request made by Duff & Phelps.  »

Philip Taliaferro, Broadridge

Broadridge and FundsLibrary collaborate to limit MiFID II & Solvency II pain points

Wed, 09/10/2019 - 08:07

Broadridge Financial Solutions and FundsLibrary, a digital fund data and regulatory solutions provider, have recently joined forces to tackle some of the regulatory challenges associated with MiFID II and Solvency II. »

Ashburton Investments appoints new CEO

Tue, 08/10/2019 - 14:31

Sizwe Nxedlana has been appointed CEO of Ashburton Investments, the asset management arm of FirstRand Group, with immediate effect. »

Harm Carstens, DWS

DWS introduces ESG criteria to money market funds

Tue, 08/10/2019 - 14:11

DWS is to apply ESG criteria to money market funds managed in EMEA for the first time. »

AXA IM adds to Core Investments leadership team

Tue, 08/10/2019 - 14:08

AXA Investment Managers (AXA IM) has made appointments to its Core Investments leadership team. Core Investments brings together the Fixed Income, Framlington Equities and Multi-Asset platforms at AXA IM. »

Ray Tubman, FinoComp

FinoComp’s Tubman: why ‘10 per cent depreciation rule’ is so unpopular

Tue, 08/10/2019 - 11:44

Ray Tubman (pictured), CEO at FinoComp, a micro-services software company for the wealth management industry, describes the ‘10 per cent depreciation rule’ as divisive and one of the least worked on pieces of regulation by MiFID. »

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