The Co-founder and Chief Product Officer of financial cloud platform InvestCloud talks to Harriet O’Brien about how technology is vital in creating portfolio personalisation for investors.
Alexander Westgarth, CEO at WineCap writes that in recent years, fine wine investing has risen in prominence as an attractive facet of the alternative investment space.
A flurry of launch activity from VanEck this week brought us their space and future of food ETFs, plus their new CLO ETF, while the crypto winter, as the downturn in crypto asset prices is being called, brought a special crypto winter suite from 21Shares.
According to new research from London-based Nickel Digital Asset Management (Nickel), 69 per cent of professional investors predict over the next two years that wealth managers will come under growing pressure from their clients to offer advice and investment vehicles focusing on crypto and digital assets. Some 23 per cent expect clients to place considerably more pressure on them to do this.
Novia Financial, which was acquired by private equity firm AnaCap in April last year, reports that it is thriving under its new owners with new leadership and promises continued focus on market-leading service delivery and technology enhancements, to put it at the forefront of next-generation platforms in the years ahead.
Multi-disciplinary professional services firm, Progeny, has announced plans to acquire The Fry Group, marking its expansion into international markets.
The reporting platform’s Head of Global ESG, Mandi McReynolds, talks to Harriet O’Brien about the new study
Luke Hyde-Smith of Waverton writes that absolute return funds seek to provide a positive nominal return for investors regardless of the underlying market conditions.
Despite market conditions, cryptocurrency products continue to dominate launches with ProShares launching a US Short Bitcoin-Linked ETF this week, and Osprey launching a US publicly traded Solana Fund.
Ambitious wealth management company, AssetCo, headed by industry veteran Martin Gilbert, is to buy SVM Asset Management Limited for GBP10.7 million.