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Schroders grows Systematic Investments unit

Tue, 10/09/2019 - 14:27

Schroders has strengthened its Systematic Investments team with the appointment of a Head of Quantamental Investments. »

EQ Investors adds Positive Impact Portfolios to Hubwise & Zurich platforms

Tue, 10/09/2019 - 11:08

Boutique wealth manager EQ Investors (EQ) has made its Positive Impact Portfolios available via two more adviser investment platforms – Hubwise & Zurich. »

Rathbone Unit Trust Management introduces Rathbone High Quality Bond Fund to wider market

Tue, 10/09/2019 - 11:05

Following the successful launch of the Rathbone High Quality Bond Fund to cornerstone investors, Rathbone Unit Trust Management (Rathbones), is now introducing the fund to a broader base of investors in the UK. »

Saxo Markets teams with Sharesight to provide institutional grade reporting service

Tue, 10/09/2019 - 11:04

Saxo Markets, a specialist in multi-asset trading and investing, and Sharesight, a portfolio tracking and tax reporting service provider, are partnering to deliver an integrated record-keeping service for self-directed investors. »

Paper dollars

UBS Asset Management's Climate Aware strategy surpasses USD2 billion

Tue, 10/09/2019 - 10:37

UBS Asset Management's Climate Aware strategy, launched in February 2017, has surpassed USD2 billion Assets under Management (AuM), reaching USD 2.07 billion as at 30 June 2019. This milestone reflects strong client demand for sustainable investment solutions. »

PrimaryBid closes GBP7 million funding

Tue, 10/09/2019 - 10:29

PrimaryBid, an FCA-regulated online platform connecting publicly listed companies with everyday investors for discounted share issuances, thas closed a GBP7 million funding round, led by Pentech and Outward VC with participation from Hambro Perks and other new and existing investors. »

Research

Digitisation essential for wealth managers says Nucoro

Tue, 10/09/2019 - 09:37

Digitisation is needed for wealth managers to ‘totally re-engineer their operations’ says fintech firm Nucoro. »

Handshake

Dividend Assets Capital appoints head of institutional sales

Tue, 10/09/2019 - 09:21

Independent financial advisory firm Dividend Assets Capital (DAC) has expanded its asset management services with the appointment of Bill Ford, CFP, as head of institutional sales. »

Roy Campbell, Druces

Druces continues on acquisition trail

Mon, 09/09/2019 - 13:52

London law firm Druces has continued on its path of acquisition, with the news that it is to merge with London-based law firm Sykes Anderson Perry.   »

Lionel Aeschilmann, Mirabaud

Mirabaud obtains A+ in Principles for Responsible Investment

Mon, 09/09/2019 - 13:39

Mirabaud Group has improved its PRI scoring ti A+, placing it well ahead of the industry average. »

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