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Steven Fradkin, Northern Trust

Northern Trust expands newly launched alts platform to include private markets

Tue, 04/12/2018 - 10:12

Northern Trust has added private market capabilities to supplement the recently launched ArcLine Alternatives platform for the firm’s wealth management clients. »

LPL Financial acquires AdvisoryWorld

Tue, 04/12/2018 - 10:02

Leading retail investment advisory firm and independent broker/dealer LPL Financial, a wholly owned subsidiary of LPL Financial Holdings, has acquired technology firm AdvisoryWorld, the provider of a suite of digital solutions designed to help financial advisors attract and serve client assets. »

Timo Pfeiffer, Solactive

Solactive publishes white paper on MDB bonds index

Tue, 04/12/2018 - 09:42

Solactive has published a white paper ‘Multilateral Development Bank Bonds: A Rewarding Investment for a Better Society’ having recently released the Solactive UBS Development Bank Bond Index Family. »

USA

US ETFs increasingly used for sub-advisory mandates, says Cerulli

Tue, 04/12/2018 - 09:12

Recent research from Cerulli Associates has found that exchange-traded funds have the potential to become a viable vehicle for managers to deliver active management. This could lead to more mandates for sub-advisers as managers look to deliver more esoteric strategies within the wrapper. »

Aubrey Brocklebank, Mayar Capital

Mayar Capital appoints director

Tue, 04/12/2018 - 08:58

Aubrey Brocklebank, who joined Mayar Capital from Odey Asset Management in 2015, has been appointed to the firm’s board of directors. »

Alliant appoints private client expert as SVP

Mon, 03/12/2018 - 20:52

Melinda Meissner Barham, a private client expert, has joined Alliant as a Senior Vice President. »

Pensions specialist joins Carey Olsen's trusts and private wealth team

Mon, 03/12/2018 - 20:44

Carey Olsen has appointed Julie Currie as a senior associate within its trusts and private wealth practice across both Guernsey and Jersey – marking the first time the firm has appointed a pan-island lawyer in the Channel Islands. »

TD launches specialised wealth management and business banking service for health care professionals

Mon, 03/12/2018 - 20:41

TD Bank Group (TD) has launched the TD Wealth Management for Health Care Practitioners service – a wealth management program supported by a team of dedicated senior private bankers, specialised investment managers, financial planners and commercial lending specialists with a deep understanding of the unique financial needs and challenges faced by those dedicated to caring for others. »

Inderpa Gujrall, STOXX

Minimum Variance has its ‘day in the sun’

Mon, 03/12/2018 - 12:21

Inderpal Gujral, head of product at STOXX, has seen recent market volatility shining a bright light onto their range of Minimum Variance Indices, designed to reduce risk by attempting to minimise the variance (and thus volatility) of a portfolio. »

Adam Laird, Lyxor

Investors look for low volatility in tricky markets

Mon, 03/12/2018 - 12:07

Adam Laird, head of ETF strategy, Northern Europe for Lyxor reports a sea change in investors’ use of smart beta ETFs in the last year. Lyxor currently manages around EUR3 billion in smart beta funds – just less than 5 per cent of its assets. Flows have been steady across 2018, with a sizable uptick in smart beta flows in Q3, along with rising market volatility – bringing Europe’s smart beta inflows over EUR4.6 billion. »

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