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Craig Rippe, Canada Life

Canada Life Investments launches Canlife Diversified Monthly Income Fund

Mon, 01/07/2019 - 13:06

Canada Life Investments has launched the LF Canlife Diversified Monthly Income Fund, a diversified portfolio of income-generating assets which include global company shares, international government and corporate bonds as well as property.  »


Pictet appoints new non-exec director

Mon, 01/07/2019 - 13:01

Nobel Gulati has joined the board of Pictet Asset Management Holding SA – the Swiss holding company that controls all the asset management entities in the Pictet Group – as a non executive director, effective immediately. »

Intrinsic rebrands as Quilter Financial Planning

Mon, 01/07/2019 - 10:37

Quilter has completed the rebrand of its advice business Intrinsic to Quilter Financial Planning following the renaming of Intrinsic’s parent company to Quilter. Quilter separated from Old Mutual plc in June 2018 and listed on the London and Johannesburg Stock Exchanges. »

Bernard Delbecque, EFAMA

Investors’ concerns over global economic outlook impairs equity funds sales in April, says EFAMA

Mon, 01/07/2019 - 10:15

Net sales of UCITS and AIFs totalled EUR43 billion in APril, up from EUR6 billion in March, with UCITS registering net inflows of EUR27 billion, up from EUR13 billion in March, according to the latest Investment Fund Industry Fact Sheet from the European Fund and Asset Management Association (EFAMA). »


DCM Advisors appoints CEO

Fri, 28/06/2019 - 09:58

Rappaport has over three decades of experience in senior investment roles and recently spent over twelve years serving as Senior Managing Director at Alpine Woods Capital Investors (Alpine), where he took the company’s USD800 million assets under management (AUM) to USD14 billion AUM in less than two years. »


Avaloq appoints new Country Head for Switzerland and Liechtenstein as well as new Global Head of Sales

Fri, 28/06/2019 - 09:56

Mathias Schütz is to take over as Avaloq’s Country Head for Switzerland and the Principality of Liechtenstein from mid-August. He will also become CEO of Avaloq Sourcing (Switzerland & Liechtenstein) AG, the Swiss service centre for the Avaloq Group. In addition, Marc Stähli will join Avaloq on 1 July as its new Global Head of Sales. »

Woodford and gold still dominate the news

Thu, 27/06/2019 - 13:02

This week’s news brought more fallout from the Woodford affair with software firm JHC reporting an increase in interest in their NEON product that offers daily portfolio pricing. How can trustees or others know what’s going in portfolios if they only get quarterly figures, asks Andrew Watson, head of regulatory change at the firm. »

Paul Roberts Milestone Group

FCA business plan raises the bar for operational oversight

Thu, 27/06/2019 - 12:59

With operational resilience a key area of focus of the UK’s Financial Conduct Authority (FCA) business plan for 2019/2020, Paul Roberts, CEO, Milestone Group, explains that there will be a significant impact on compliance teams at investment trusts, OEICs, specialist funds and ETF funds, and particularly for those individuals responsible for the NAV process. »

Global ETF launches 20-27.06.19

Thu, 27/06/2019 - 12:50

In a rather quiet week for new ETF launches, Tabula Investment Management listed a suite of five funds on BX Swiss, while BlackRock launched a new iShares ETF with a focus on high- and mid-cap companies listed on the Chinese Stock Market. Elsewhere, VanEck debuted a new ETF providing European investors with access to the global video gaming and eSports sector… »

BlackRock pivots into megatrends 

Thu, 27/06/2019 - 12:26

Our resident columnist, Allan Lane of Algo-Chain examines the growing popularity, with fund managers at least, of themed ETFs… »


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