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Southampton office.
WHY DIRECT INVESTING INTO PRIVATE EQUITY IS AN ATTRACTIVE Private equity is an important asset class for family office investors principally because of the potential to earn attractive returns in a low yield interest environment but also because as an alternative asset class the returns tend not to be correlated with the publicmarkets.
HARGREAVES LANSDOWN SELECTS BAILLIE GIFFORD MULTI ASSET The GBP82 million Baillie Gifford Multi Asset Income Fund has been chosen by Hargreaves Lansdown as an ‘investment pathways’ solution for investors seeking non-advised drawdown. BROADRIDGE LAUNCHES NEW CLOUD-BASED SBL PLATFORM Broadridge Financial Solutions, Inc. (NYSE:BR) company, has launched a new platform, which utilises the latest in cloud technology to enable end-to-end Securities-Based Lending (SBL). HEALTHCARE REMAINS TOP OF THE IMPACT INVESTING LIST, NEW Against the backdrop of a pandemic, healthcare continues to be front and centre as the cause that aligns most with personal values or priorities when making an impact investment, according to a new survey by global asset manager American Century Investments. EDISON GROUP MAKES ILLUMINATOR STRATEGY RETAIL INVESTORS Edison Group, an international research and investor relations consultancy, has made its ‘Illuminator’ trading strategy available to retail investors through Thameside.co.uk, an execution-only investment platform offering managed portfolios to retail clients. HOW ARTIFICIAL INTELLIGENCE IS TRANSFORMING ESG DATA AND We are in the early stages of the Fourth Industrial Revolution (4IR), “a fusion of advances in artificial intelligence (AI), robotics, the Internet of Things (IoT), 3D printing, genetic engineering, quantum computing, and other technologies.” According to Klaus Schwab, Founder and Executive Chairman of the World Economic Forum, who coined the term, 4IR “is characterised by a fusion of ARLO WEALTH AND HARRISON ROWE TO MERGE UAE-headquartered Arlo Wealth is to merge with international advisory business Harrison Rowe. The combined venture, AHR Private Wealth, will have regulatory licences to operate and provide advice in the UAE, Ireland, Lichtenstein, Mauritius, Malaysia and will have an FCA regulated arm for returning expatriates (UK). FORMER AUSTRALIAN CAPITAL RESERVE DIRECTORS PLEAD GUILTY Three former directors of Australian Capital Reserve Limited (ACR) have pleaded guilty in the New South Wales District Court to charges relating to false or misleading statements in the company’s accounts and a prospectus brought by the Australian PENDAL GROUP ACQUIRES THOMPSON, SIEGEL & WALMSLEY ACQUISITION Pendal Group Limited (Pendal), parent company of J O Hambro Capital Management Limited (JOHCM), is to acquire 100 per cent of Thompson, Siegel & Walmsley LLC (TSW), a Virginia-based value investment manager, for USD320 million. WALKER CRIPS MAKES NEW HIRES FOR SOUTHAMPTON OFFICE LAUNCH Walker Crips Group, a national investment, wealth management and FinTech group, has appointed Nick Lee and Charles Cavendish to its newSouthampton office.
WHY DIRECT INVESTING INTO PRIVATE EQUITY IS AN ATTRACTIVE Private equity is an important asset class for family office investors principally because of the potential to earn attractive returns in a low yield interest environment but also because as an alternative asset class the returns tend not to be correlated with the publicmarkets.
HARGREAVES LANSDOWN SELECTS BAILLIE GIFFORD MULTI ASSET The GBP82 million Baillie Gifford Multi Asset Income Fund has been chosen by Hargreaves Lansdown as an ‘investment pathways’ solution for investors seeking non-advised drawdown. BROADRIDGE LAUNCHES NEW CLOUD-BASED SBL PLATFORM Broadridge Financial Solutions, Inc. (NYSE:BR) company, has launched a new platform, which utilises the latest in cloud technology to enable end-to-end Securities-Based Lending (SBL). HEALTHCARE REMAINS TOP OF THE IMPACT INVESTING LIST, NEW Against the backdrop of a pandemic, healthcare continues to be front and centre as the cause that aligns most with personal values or priorities when making an impact investment, according to a new survey by global asset manager American Century Investments. EDISON GROUP MAKES ILLUMINATOR STRATEGY RETAIL INVESTORS Edison Group, an international research and investor relations consultancy, has made its ‘Illuminator’ trading strategy available to retail investors through Thameside.co.uk, an execution-only investment platform offering managed portfolios to retail clients. HOW ARTIFICIAL INTELLIGENCE IS TRANSFORMING ESG DATA AND We are in the early stages of the Fourth Industrial Revolution (4IR), “a fusion of advances in artificial intelligence (AI), robotics, the Internet of Things (IoT), 3D printing, genetic engineering, quantum computing, and other technologies.” According to Klaus Schwab, Founder and Executive Chairman of the World Economic Forum, who coined the term, 4IR “is characterised by a fusion of PENDAL GROUP ACQUIRES THOMPSON, SIEGEL & WALMSLEY ACQUISITION Pendal Group Limited (Pendal), parent company of J O Hambro Capital Management Limited (JOHCM), is to acquire 100 per cent of Thompson, Siegel & Walmsley LLC (TSW), a Virginia-based value investment manager, for USD320 million. CRYPTOCURRENCY STILL DEEMED RISKY BY YOUNG INVESTORS New research has revealed that 84 per cent of investors believe that cryptocurrency is still a riskier form of investing than other methods, with nine in ten traders favouring stocks to cryptocurrency. The platform has also revealed the key stocks that react to the movements of cryptocurrency including Coinbase and MicroStrategy. WHY DIRECT INVESTING INTO PRIVATE EQUITY IS AN ATTRACTIVE Private equity is an important asset class for family office investors principally because of the potential to earn attractive returns in a low yield interest environment but also because as an alternative asset class the returns tend not to be correlated with the publicmarkets.
GOTTEX FUND MANAGEMENT Mr. Gottschalk, co-founder and board member of Gottex Fund Management, is a German citizen and joined Gottex in August 1998. Mr. Gottschalk played an integral part in designing Gottex’s suite of products and growing the business to become one of the main alternative investmentgroups globally.
NEW PRIVATE WEALTH MANAGEMENT FIRM PIONEERS THE USE OF AI City Wharf Private Wealth (CWPW), a new, modern UK wealth management firm backed by St. James's Place, is already making waves in the industry by pioneering the use of an enterprise-grade artificial intelligence (AI) chat assistant to provide 24/7 customer support toits clients.
SMARTERLY REBRANDS AS CUSHON Founded in 2017 by Ben Pollard and Phil Hollingdale, Cushon offers a range of payroll-enabled workplace savings products. The company was the first to introduce a payroll-enabled Lifetime ISA and the first to offer a mobile app that allows saving via payroll. AMUNDI-BOC WEALTH MANAGEMENT CHINA JV TO BEGIN OPERATIONS The Company will be the first foreign majority-owned company in China allowed to design and offer wealth management products. On 20 December, 2019, the project of establishing the Company was approved by the regulator, signifying a key step in the opening of China’s banking sector ever since the Office of Financial Stability and Development Committee of the State Council announced Relevant COPIA CAPITAL MANAGEMENT APPOINTS MANAGING DIRECTOR Following a successful two years which saw assets increase by 400 per cent, Copia Capital Management has appointed Robert Vaudry in the new position of Managing Director, reporting into Novia CEO BillVasilieff.
FORMER AUSTRALIAN CAPITAL RESERVE DIRECTORS PLEAD GUILTY Three former directors of Australian Capital Reserve Limited (ACR) have pleaded guilty in the New South Wales District Court to charges relating to false or misleading statements in the company’s accounts and a prospectus brought by the Australian IWP ACQUIRES WESTINSURE WEBB Independent Wealth Planners UK (IWP UK) has acquired financial planning firm Westinsure Webb Financial Services, boosting the company’s existing presence in the South West. PENDAL GROUP ACQUIRES THOMPSON, SIEGEL & WALMSLEY ACQUISITION Pendal Group Limited (Pendal), parent company of J O Hambro Capital Management Limited (JOHCM), is to acquire 100 per cent of Thompson, Siegel & Walmsley LLC (TSW), a Virginia-based value investment manager, for USD320 million. WALKER CRIPS MAKES NEW HIRES FOR SOUTHAMPTON OFFICE LAUNCH Walker Crips Group, a national investment, wealth management and FinTech group, has appointed Nick Lee and Charles Cavendish to its newSouthampton office.
BROADRIDGE LAUNCHES NEW CLOUD-BASED SBL PLATFORM Submitted. 23/10/2020 - 10:24am. Broadridge Financial Solutions, Inc. (NYSE:BR) company, has launched a new. platform, which utilises the latest in cloud technology to enable end-to-end Securities-Based Lending (SBL). With SBL becoming an ever-more important credit product for financial advisors and their clients, the Broadridge SBL platform 'EMOTIONAL COMFORT' INVESTMENT DECISIONS MADE DURING THE Behavioural finance experts Oxford Risk says many of the investment decisions retail investors make are for emotional comfort, and it estimates that on an average year this typically costs them 3 per cent in returns. However, given the increased level of market volatility during the pandemic, and that the level of emotional decisions made by investors in terms of managing their portfolios has HEALTHCARE REMAINS TOP OF THE IMPACT INVESTING LIST, NEW Healthcare remains top of the impact investing list, new study reveals. Against the backdrop of a pandemic, healthcare continues to be front and centre as the cause that aligns most with personal values or priorities when making an impact investment, according to a new survey by global asset manager American Century Investments. Studyresults
WHY DIRECT INVESTING INTO PRIVATE EQUITY IS AN ATTRACTIVE Private equity is an important asset class for family office investors principally because of the potential to earn attractive returns in a low yield interest environment but also because as an alternative asset class the returns tend not to be correlated with the publicmarkets.
ARLO WEALTH AND HARRISON ROWE TO MERGE UAE-headquartered Arlo Wealth is to merge with international advisory business Harrison Rowe. The combined venture, AHR Private Wealth, will have regulatory licences to operate and provide advice in the UAE, Ireland, Lichtenstein, Mauritius, Malaysia and will have an FCA regulated arm for returning expatriates (UK). EDISON GROUP MAKES ILLUMINATOR STRATEGY RETAIL INVESTORS Edison Group, an international research and investor relations consultancy, has made its ‘Illuminator’ trading strategy available to retail investors through Thameside.co.uk, an execution-only investment platform offering managed portfolios to retail clients. HOW ARTIFICIAL INTELLIGENCE IS TRANSFORMING ESG DATA AND How Artificial Intelligence is transforming ESG data and indices. Thomas Kuh, PhD, Head of Index, Truvalue Labs (San Francisco) writes on the fourth industrial revolution and how it is affecting ESG investments. We are in the early stages of the Fourth Industrial Revolution (4IR), “a fusion of advances in artificial intelligence(AI
SMARTERLY REBRANDS AS CUSHON Smarterly, a fintech workplace savings business, has changed its name to Cushon with immediate effect. Founded in 2017 by Ben Pollard and Phil Hollingdale, Cushon offers a range of payroll-enabled workplace savings products. The company was the first to introduce a payroll-enabled Lifetime ISA and the first to offer a mobile app thatallows
PENDAL GROUP ACQUIRES THOMPSON, SIEGEL & WALMSLEY ACQUISITION Pendal Group Limited (Pendal), parent company of J O Hambro Capital Management Limited (JOHCM), is to acquire 100 per cent of Thompson, Siegel & Walmsley LLC (TSW), a Virginia-based value investment manager, for USD320 million. WALKER CRIPS MAKES NEW HIRES FOR SOUTHAMPTON OFFICE LAUNCH Walker Crips Group, a national investment, wealth management and FinTech group, has appointed Nick Lee and Charles Cavendish to its newSouthampton office.
BROADRIDGE LAUNCHES NEW CLOUD-BASED SBL PLATFORM Submitted. 23/10/2020 - 10:24am. Broadridge Financial Solutions, Inc. (NYSE:BR) company, has launched a new. platform, which utilises the latest in cloud technology to enable end-to-end Securities-Based Lending (SBL). With SBL becoming an ever-more important credit product for financial advisors and their clients, the Broadridge SBL platform 'EMOTIONAL COMFORT' INVESTMENT DECISIONS MADE DURING THE Behavioural finance experts Oxford Risk says many of the investment decisions retail investors make are for emotional comfort, and it estimates that on an average year this typically costs them 3 per cent in returns. However, given the increased level of market volatility during the pandemic, and that the level of emotional decisions made by investors in terms of managing their portfolios has HEALTHCARE REMAINS TOP OF THE IMPACT INVESTING LIST, NEW Healthcare remains top of the impact investing list, new study reveals. Against the backdrop of a pandemic, healthcare continues to be front and centre as the cause that aligns most with personal values or priorities when making an impact investment, according to a new survey by global asset manager American Century Investments. Studyresults
WHY DIRECT INVESTING INTO PRIVATE EQUITY IS AN ATTRACTIVE Private equity is an important asset class for family office investors principally because of the potential to earn attractive returns in a low yield interest environment but also because as an alternative asset class the returns tend not to be correlated with the publicmarkets.
ARLO WEALTH AND HARRISON ROWE TO MERGE UAE-headquartered Arlo Wealth is to merge with international advisory business Harrison Rowe. The combined venture, AHR Private Wealth, will have regulatory licences to operate and provide advice in the UAE, Ireland, Lichtenstein, Mauritius, Malaysia and will have an FCA regulated arm for returning expatriates (UK). EDISON GROUP MAKES ILLUMINATOR STRATEGY RETAIL INVESTORS Edison Group, an international research and investor relations consultancy, has made its ‘Illuminator’ trading strategy available to retail investors through Thameside.co.uk, an execution-only investment platform offering managed portfolios to retail clients. HOW ARTIFICIAL INTELLIGENCE IS TRANSFORMING ESG DATA AND How Artificial Intelligence is transforming ESG data and indices. Thomas Kuh, PhD, Head of Index, Truvalue Labs (San Francisco) writes on the fourth industrial revolution and how it is affecting ESG investments. We are in the early stages of the Fourth Industrial Revolution (4IR), “a fusion of advances in artificial intelligence(AI
SMARTERLY REBRANDS AS CUSHON Smarterly, a fintech workplace savings business, has changed its name to Cushon with immediate effect. Founded in 2017 by Ben Pollard and Phil Hollingdale, Cushon offers a range of payroll-enabled workplace savings products. The company was the first to introduce a payroll-enabled Lifetime ISA and the first to offer a mobile app thatallows
CRYPTOCURRENCY STILL DEEMED RISKY BY YOUNG INVESTORS New research has revealed that 84 per cent of investors believe that cryptocurrency is still a riskier form of investing than other methods, with nine in ten traders favouring stocks to cryptocurrency. The platform has also revealed the key stocks that react to the movements of cryptocurrency including Coinbase and MicroStrategy. PENDAL GROUP ACQUIRES THOMPSON, SIEGEL & WALMSLEY ACQUISITION Pendal Group Limited (Pendal), parent company of J O Hambro Capital Management Limited (JOHCM), is to acquire 100 per cent of Thompson, Siegel & Walmsley LLC (TSW), a Virginia-based value investment manager, for USD320 million. AMUNDI-BOC WEALTH MANAGEMENT CHINA JV TO BEGIN OPERATIONS Submitted. 30/09/2020 - 3:31pm. A new joint venture in China between Amundi, Europe’s largest asset manager, and BOC Wealth Management, a subsidiary of the Bank of China, has received its license from the China Banking and Insurance Regulatory Commission and is now ready to begin operations from October. The Company will be the first foreign NEW PRIVATE WEALTH MANAGEMENT FIRM PIONEERS THE USE OF AI City Wharf Private Wealth (CWPW), a new, modern UK wealth management firm backed by St. James's Place, is already making waves in the industry by pioneering the use of an enterprise-grade artificial intelligence (AI) chat assistant to provide 24/7 customer support toits clients.
SMARTERLY REBRANDS AS CUSHON Smarterly, a fintech workplace savings business, has changed its name to Cushon with immediate effect. Founded in 2017 by Ben Pollard and Phil Hollingdale, Cushon offers a range of payroll-enabled workplace savings products. The company was the first to introduce a payroll-enabled Lifetime ISA and the first to offer a mobile app thatallows
CAVENDISH APPOINTS HEAD OF NEW FAMILY OFFICE-FOCUSED Cavendish Corporate Finance, a UK’s mid-market M&A firm and part of the finnCap Group, has appointed Jamie Blewitt to head its new Alternative Capital division, which will provide family offices and other private capital funds with a bespoke range of services as well as attractive opportunities to back or acquire ambit WHY DIRECT INVESTING INTO PRIVATE EQUITY IS AN ATTRACTIVE Private equity is an important asset class for family office investors principally because of the potential to earn attractive returns in a low yield interest environment but also because as an alternative asset class the returns tend not to be correlated with the publicmarkets.
COPIA CAPITAL MANAGEMENT APPOINTS MANAGING DIRECTOR Submitted. 08/07/2020 - 10:47am. Following a successful two years which saw assets increase by 400 per cent, Copia Capital Management has appointed Robert Vaudry in the new position of Managing Director, reporting into Novia CEO Bill Vasilieff. At the same time Copia has also promoted Hoshang Daroga to Senior Portfolio Manager and appointed GOTTEX FUND MANAGEMENT Mr. Gottschalk, co-founder and board member of Gottex Fund Management, is a German citizen and joined Gottex in August 1998. Mr. Gottschalk played an integral part in designing Gottex’s suite of products and growing the business to become one of the main alternative investmentgroups globally.
IWP ACQUIRES WESTINSURE WEBB Submitted. 30/06/2020 - 10:18am. Independent Wealth Planners UK (IWP UK) has acquired financial planning firm Westinsure Webb Financial Services, boosting the company’s existing presence in the South West. Westinsure Webb is based in Truro and has been serving clients for over 60 years. The business will join IWP’s regional hub,Kelsall
PENDAL GROUP ACQUIRES THOMPSON, SIEGEL & WALMSLEY ACQUISITION Pendal Group Limited (Pendal), parent company of J O Hambro Capital Management Limited (JOHCM), is to acquire 100 per cent of Thompson, Siegel & Walmsley LLC (TSW), a Virginia-based value investment manager, for USD320 million. WALKER CRIPS MAKES NEW HIRES FOR SOUTHAMPTON OFFICE LAUNCH Walker Crips Group, a national investment, wealth management and FinTech group, has appointed Nick Lee and Charles Cavendish to its newSouthampton office.
BROADRIDGE LAUNCHES NEW CLOUD-BASED SBL PLATFORM Submitted. 23/10/2020 - 10:24am. Broadridge Financial Solutions, Inc. (NYSE:BR) company, has launched a new. platform, which utilises the latest in cloud technology to enable end-to-end Securities-Based Lending (SBL). With SBL becoming an ever-more important credit product for financial advisors and their clients, the Broadridge SBL platform 'EMOTIONAL COMFORT' INVESTMENT DECISIONS MADE DURING THE Behavioural finance experts Oxford Risk says many of the investment decisions retail investors make are for emotional comfort, and it estimates that on an average year this typically costs them 3 per cent in returns. However, given the increased level of market volatility during the pandemic, and that the level of emotional decisions made by investors in terms of managing their portfolios has WHY DIRECT INVESTING INTO PRIVATE EQUITY IS AN ATTRACTIVE Private equity is an important asset class for family office investors principally because of the potential to earn attractive returns in a low yield interest environment but also because as an alternative asset class the returns tend not to be correlated with the publicmarkets.
ARLO WEALTH AND HARRISON ROWE TO MERGE UAE-headquartered Arlo Wealth is to merge with international advisory business Harrison Rowe. The combined venture, AHR Private Wealth, will have regulatory licences to operate and provide advice in the UAE, Ireland, Lichtenstein, Mauritius, Malaysia and will have an FCA regulated arm for returning expatriates (UK). HEALTHCARE REMAINS TOP OF THE IMPACT INVESTING LIST, NEW Healthcare remains top of the impact investing list, new study reveals. Against the backdrop of a pandemic, healthcare continues to be front and centre as the cause that aligns most with personal values or priorities when making an impact investment, according to a new survey by global asset manager American Century Investments. Studyresults
HOW ARTIFICIAL INTELLIGENCE IS TRANSFORMING ESG DATA AND How Artificial Intelligence is transforming ESG data and indices. Thomas Kuh, PhD, Head of Index, Truvalue Labs (San Francisco) writes on the fourth industrial revolution and how it is affecting ESG investments. We are in the early stages of the Fourth Industrial Revolution (4IR), “a fusion of advances in artificial intelligence(AI
SMARTERLY REBRANDS AS CUSHON Smarterly, a fintech workplace savings business, has changed its name to Cushon with immediate effect. Founded in 2017 by Ben Pollard and Phil Hollingdale, Cushon offers a range of payroll-enabled workplace savings products. The company was the first to introduce a payroll-enabled Lifetime ISA and the first to offer a mobile app thatallows
EDISON GROUP MAKES ILLUMINATOR STRATEGY RETAIL INVESTORS Edison Group, an international research and investor relations consultancy, has made its ‘Illuminator’ trading strategy available to retail investors through Thameside.co.uk, an execution-only investment platform offering managed portfolios to retail clients. PENDAL GROUP ACQUIRES THOMPSON, SIEGEL & WALMSLEY ACQUISITION Pendal Group Limited (Pendal), parent company of J O Hambro Capital Management Limited (JOHCM), is to acquire 100 per cent of Thompson, Siegel & Walmsley LLC (TSW), a Virginia-based value investment manager, for USD320 million. WALKER CRIPS MAKES NEW HIRES FOR SOUTHAMPTON OFFICE LAUNCH Walker Crips Group, a national investment, wealth management and FinTech group, has appointed Nick Lee and Charles Cavendish to its newSouthampton office.
BROADRIDGE LAUNCHES NEW CLOUD-BASED SBL PLATFORM Submitted. 23/10/2020 - 10:24am. Broadridge Financial Solutions, Inc. (NYSE:BR) company, has launched a new. platform, which utilises the latest in cloud technology to enable end-to-end Securities-Based Lending (SBL). With SBL becoming an ever-more important credit product for financial advisors and their clients, the Broadridge SBL platform 'EMOTIONAL COMFORT' INVESTMENT DECISIONS MADE DURING THE Behavioural finance experts Oxford Risk says many of the investment decisions retail investors make are for emotional comfort, and it estimates that on an average year this typically costs them 3 per cent in returns. However, given the increased level of market volatility during the pandemic, and that the level of emotional decisions made by investors in terms of managing their portfolios has WHY DIRECT INVESTING INTO PRIVATE EQUITY IS AN ATTRACTIVE Private equity is an important asset class for family office investors principally because of the potential to earn attractive returns in a low yield interest environment but also because as an alternative asset class the returns tend not to be correlated with the publicmarkets.
ARLO WEALTH AND HARRISON ROWE TO MERGE UAE-headquartered Arlo Wealth is to merge with international advisory business Harrison Rowe. The combined venture, AHR Private Wealth, will have regulatory licences to operate and provide advice in the UAE, Ireland, Lichtenstein, Mauritius, Malaysia and will have an FCA regulated arm for returning expatriates (UK). HEALTHCARE REMAINS TOP OF THE IMPACT INVESTING LIST, NEW Healthcare remains top of the impact investing list, new study reveals. Against the backdrop of a pandemic, healthcare continues to be front and centre as the cause that aligns most with personal values or priorities when making an impact investment, according to a new survey by global asset manager American Century Investments. Studyresults
HOW ARTIFICIAL INTELLIGENCE IS TRANSFORMING ESG DATA AND How Artificial Intelligence is transforming ESG data and indices. Thomas Kuh, PhD, Head of Index, Truvalue Labs (San Francisco) writes on the fourth industrial revolution and how it is affecting ESG investments. We are in the early stages of the Fourth Industrial Revolution (4IR), “a fusion of advances in artificial intelligence(AI
SMARTERLY REBRANDS AS CUSHON Smarterly, a fintech workplace savings business, has changed its name to Cushon with immediate effect. Founded in 2017 by Ben Pollard and Phil Hollingdale, Cushon offers a range of payroll-enabled workplace savings products. The company was the first to introduce a payroll-enabled Lifetime ISA and the first to offer a mobile app thatallows
EDISON GROUP MAKES ILLUMINATOR STRATEGY RETAIL INVESTORS Edison Group, an international research and investor relations consultancy, has made its ‘Illuminator’ trading strategy available to retail investors through Thameside.co.uk, an execution-only investment platform offering managed portfolios to retail clients.WEALTH ADVISER
Wealth Adviser provides finance news, features and information for the wealth management and private banking industries. Wealth Adviser provides detailed news, content and analysis for wealth managers, high net worth individuals, charities and private client professionals. THE FUTURE OF WEALTH MANAGEMENT IS HYPER-PERSONALISATION More than half of the surveyed wealth managers have developed or are working on a hyper-personalisation strategy, showing that it’s going to become a top priority of their digital agenda, particularly now, as it could represent the future of customer engagement post-Covid. CRYPTOCURRENCY STILL DEEMED RISKY BY YOUNG INVESTORS New research has revealed that 84 per cent of investors believe that cryptocurrency is still a riskier form of investing than other methods, with nine in ten traders favouring stocks to cryptocurrency. The platform has also revealed the key stocks that react to the movements of cryptocurrency including Coinbase and MicroStrategy. GOJI ACHIEVES 50 PER CENT GROWTH IN ASSETS SERVICED AMID Goji, a UK-based technology investment platform that provides individual investors with access to private asset investments, has achieved a 50 per cent increase in assets serviced to GBP1.19 billion amid growing demand for its products from global asset BITFINEX BORROW ADDS SOLANA (SOL) AS COLLATERAL Digital token trading platform Bitfinex has added Solana (SOL) as collateral on Bitfinex Borrow, a peer-to-peer (P2P) digital token loanportal.
NEW PRIVATE WEALTH MANAGEMENT FIRM PIONEERS THE USE OF AI City Wharf Private Wealth (CWPW), a new, modern UK wealth management firm backed by St. James's Place, is already making waves in the industry by pioneering the use of an enterprise-grade artificial intelligence (AI) chat assistant to provide 24/7 customer support toits clients.
'EMOTIONAL COMFORT' INVESTMENT DECISIONS MADE DURING THE Behavioural finance experts Oxford Risk says many of the investment decisions retail investors make are for emotional comfort, and it estimates that on an average year this typically costs them 3 per cent in returns. However, given the increased level of market volatility during the pandemic, and that the level of emot WHY DIRECT INVESTING INTO PRIVATE EQUITY IS AN ATTRACTIVE Private equity is an important asset class for family office investors principally because of the potential to earn attractive returns in a low yield interest environment but also because as an alternative asset class the returns tend not to be correlated with the publicmarkets.
HEALTHCARE REMAINS TOP OF THE IMPACT INVESTING LIST, NEW Healthcare remains top of the impact investing list, new study reveals. Against the backdrop of a pandemic, healthcare continues to be front and centre as the cause that aligns most with personal values or priorities when making an impact investment, according to a new survey by global asset manager American Century Investments. Studyresults
SMARTERLY REBRANDS AS CUSHON Smarterly, a fintech workplace savings business, has changed its name to Cushon with immediate effect. Founded in 2017 by Ben Pollard and Phil Hollingdale, Cushon offers a range of payroll-enabled workplace savings products. The company was the first to introduce a payroll-enabled Lifetime ISA and the first to offer a mobile app thatallows
WEALTH ADVISER
Wealth Adviser provides finance news, features and information for the wealth management and private banking industries. Wealth Adviser provides detailed news, content and analysis for wealth managers, high net worth individuals, charities and private client professionals. PENDAL GROUP ACQUIRES THOMPSON, SIEGEL & WALMSLEY ACQUISITION Pendal Group Limited (Pendal), parent company of J O Hambro Capital Management Limited (JOHCM), is to acquire 100 per cent of Thompson, Siegel & Walmsley LLC (TSW), a Virginia-based value investment manager, for USD320 million. AWARDS | WEALTH ADVISERSELECT WEALTH ADVISERSCAPITAL WEALTH ADVISERSTHE WEALTH ADVISORY GROUPNEW WEALTH ADVISORS CLUB COMPLAINTS The awards ceremonies are covered, along with profiles of the winning companies, in a Wealth Adviser Awards Special Report that is distributed to investors and intermediaries globally. All winners are invited to collect their awards at a high profile ceremony in London. Voting is via an online survey of the Wealth Adviser readership. SANCTUARY WEALTH LAUNCHES ADVISOR SOLUTIONS GROUP Sanctuary Wealth has launched an Advisor Solutions Group, a relationship-driven team of professionals that will provide Sanctuary's partner firms with a customised, concierge service. ARLO WEALTH AND HARRISON ROWE TO MERGE UAE-headquartered Arlo Wealth is to merge with international advisory business Harrison Rowe. The combined venture, AHR Private Wealth, will have regulatory licences to operate and provide advice in the UAE, Ireland, Lichtenstein, Mauritius, Malaysia and will have an FCA regulated arm for returning expatriates (UK). WHY PERFORMANCE NEEDS TO BE MORE THAN JUST ABOUT FINANCIAL Why performance needs to be more than just about financial return for family office investors. By Matt Braithwaite, Private Client Partner and Jack Martin, Private Client Solicitor, Wedlake Bell LLP – Family offices are increasingly wanting to invest in stocks and funds that are both profitable and reflective of social values. EFG INTERNATIONAL MAKES CHANGES TO GLOBAL BUSINESS COMMITTEE EFG International makes changes to Global Business Committee. EFG International has appointed Patrick Ramsey as its new Head of Continental Europe & Middle East Region and a member of the Global Business Committee, effective January 2021. Ramsey succeeds Adrian Kyriazi, who has decided to step down as of year-end. BROADRIDGE LAUNCHES NEW CLOUD-BASED SBL PLATFORM Submitted. 23/10/2020 - 10:24am. Broadridge Financial Solutions, Inc. (NYSE:BR) company, has launched a new. platform, which utilises the latest in cloud technology to enable end-to-end Securities-Based Lending (SBL). With SBL becoming an ever-more important credit product for financial advisors and their clients, the Broadridge SBL platform HOW ARTIFICIAL INTELLIGENCE IS TRANSFORMING ESG DATA AND How Artificial Intelligence is transforming ESG data and indices. Thomas Kuh, PhD, Head of Index, Truvalue Labs (San Francisco) writes on the fourth industrial revolution and how it is affecting ESG investments. We are in the early stages of the Fourth Industrial Revolution (4IR), “a fusion of advances in artificial intelligence(AI
SPARROWS CAPITAL LAUNCHES MPS PLATFORM Sparrows Capital launches MPS platform. Evidence-based investment firm Sparrows Capital, has launched its platform-based model portfolio service for financial advisers and their networks. The discretionary service is priced at 0.1 per cent per annum, with a cap of GBP20 per underlying client per month, following extensive research with thelang
WEALTH ADVISER
Wealth Adviser provides finance news, features and information for the wealth management and private banking industries. Wealth Adviser provides detailed news, content and analysis for wealth managers, high net worth individuals, charities and private client professionals. PENDAL GROUP ACQUIRES THOMPSON, SIEGEL & WALMSLEY ACQUISITION Pendal Group Limited (Pendal), parent company of J O Hambro Capital Management Limited (JOHCM), is to acquire 100 per cent of Thompson, Siegel & Walmsley LLC (TSW), a Virginia-based value investment manager, for USD320 million. AWARDS | WEALTH ADVISERSELECT WEALTH ADVISERSCAPITAL WEALTH ADVISERSTHE WEALTH ADVISORY GROUPNEW WEALTH ADVISORS CLUB COMPLAINTS The awards ceremonies are covered, along with profiles of the winning companies, in a Wealth Adviser Awards Special Report that is distributed to investors and intermediaries globally. All winners are invited to collect their awards at a high profile ceremony in London. Voting is via an online survey of the Wealth Adviser readership. SANCTUARY WEALTH LAUNCHES ADVISOR SOLUTIONS GROUP Sanctuary Wealth has launched an Advisor Solutions Group, a relationship-driven team of professionals that will provide Sanctuary's partner firms with a customised, concierge service. ARLO WEALTH AND HARRISON ROWE TO MERGE UAE-headquartered Arlo Wealth is to merge with international advisory business Harrison Rowe. The combined venture, AHR Private Wealth, will have regulatory licences to operate and provide advice in the UAE, Ireland, Lichtenstein, Mauritius, Malaysia and will have an FCA regulated arm for returning expatriates (UK). WHY PERFORMANCE NEEDS TO BE MORE THAN JUST ABOUT FINANCIAL Why performance needs to be more than just about financial return for family office investors. By Matt Braithwaite, Private Client Partner and Jack Martin, Private Client Solicitor, Wedlake Bell LLP – Family offices are increasingly wanting to invest in stocks and funds that are both profitable and reflective of social values. EFG INTERNATIONAL MAKES CHANGES TO GLOBAL BUSINESS COMMITTEE EFG International makes changes to Global Business Committee. EFG International has appointed Patrick Ramsey as its new Head of Continental Europe & Middle East Region and a member of the Global Business Committee, effective January 2021. Ramsey succeeds Adrian Kyriazi, who has decided to step down as of year-end. BROADRIDGE LAUNCHES NEW CLOUD-BASED SBL PLATFORM Submitted. 23/10/2020 - 10:24am. Broadridge Financial Solutions, Inc. (NYSE:BR) company, has launched a new. platform, which utilises the latest in cloud technology to enable end-to-end Securities-Based Lending (SBL). With SBL becoming an ever-more important credit product for financial advisors and their clients, the Broadridge SBL platform HOW ARTIFICIAL INTELLIGENCE IS TRANSFORMING ESG DATA AND How Artificial Intelligence is transforming ESG data and indices. Thomas Kuh, PhD, Head of Index, Truvalue Labs (San Francisco) writes on the fourth industrial revolution and how it is affecting ESG investments. We are in the early stages of the Fourth Industrial Revolution (4IR), “a fusion of advances in artificial intelligence(AI
SPARROWS CAPITAL LAUNCHES MPS PLATFORM Sparrows Capital launches MPS platform. Evidence-based investment firm Sparrows Capital, has launched its platform-based model portfolio service for financial advisers and their networks. The discretionary service is priced at 0.1 per cent per annum, with a cap of GBP20 per underlying client per month, following extensive research with thelang
CRYPTOCURRENCY STILL DEEMED RISKY BY YOUNG INVESTORS New research has revealed that 84 per cent of investors believe that cryptocurrency is still a riskier form of investing than other methods, with nine in ten traders favouring stocks to cryptocurrency. The platform has also revealed the key stocks that react to the movements of cryptocurrency including Coinbase and MicroStrategy. THE FUTURE OF WEALTH MANAGEMENT IS HYPER-PERSONALISATION More than half of the surveyed wealth managers have developed or are working on a hyper-personalisation strategy, showing that it’s going to become a top priority of their digital agenda, particularly now, as it could represent the future of customer engagement post-Covid. GOJI ACHIEVES 50 PER CENT GROWTH IN ASSETS SERVICED AMID Goji, a UK-based technology investment platform that provides individual investors with access to private asset investments, has achieved a 50 per cent increase in assets serviced to GBP1.19 billion amid growing demand for its products from global asset BITFINEX BORROW ADDS SOLANA (SOL) AS COLLATERAL Digital token trading platform Bitfinex has added Solana (SOL) as collateral on Bitfinex Borrow, a peer-to-peer (P2P) digital token loanportal.
PURPOSE ADVISOR SOLUTIONS SELECTS FIDELITY CLEARING CANADA Purpose Advisor Solutions (PAS) has selected Fidelity Clearing Canada to provide clearing and custody services. Fidelity Clearing Canada will act as custodian for the majority of assets transitioning with the Wealthsimple for Advisors business into Purpose Advisor Solutions later in September 2020. WHY DIRECT INVESTING INTO PRIVATE EQUITY IS AN ATTRACTIVE Private equity is an important asset class for family office investors principally because of the potential to earn attractive returns in a low yield interest environment but also because as an alternative asset class the returns tend not to be correlated with the publicmarkets.
THE PEOPLE’S PENSION MOVES TO A COMBINATION CHARGE STRUCTURE The People’s Pension moves to a combination charge structure. Submitted. 02/04/2020 - 10:01am. One of the UK’s largest auto-enrolment pension providers has modified its charging structure, to make it fairer and future-proof against the ongoing impact of COVID-19. A new annual charge of GBP2.50 – equivalent to just 21 pence a month – has SPARROWS CAPITAL LAUNCHES MPS PLATFORM Sparrows Capital launches MPS platform. Evidence-based investment firm Sparrows Capital, has launched its platform-based model portfolio service for financial advisers and their networks. The discretionary service is priced at 0.1 per cent per annum, with a cap of GBP20 per underlying client per month, following extensive research with thelang
IWP ACQUIRES GILMOUR HAMILTON WEALTH MANAGEMENT Independent Wealth Planners UK (IWP UK) has acquired the financial planning firm Gilmour Hamilton Wealth Management (GHWM), boosting the company’s existing presence in Scotland. Gilmour Hamilton Wealth Management is based in Kilmarnock and has been serving clients for over 30 years. The business will join IWP’s regional hub, AGL Wealth ANACAP TO ACQUIRE UK WEALTHTECH PLATFORM WEALTHTIME AnaCap Financial Partners (AnaCap), a specialist European financial services private equity firm, is to acquire wealthtech platform, Wealthtime, as the initial investment in a sector growth and consolidation strategy. Founded in 2006, Wealthtime consolidates the investment portfolios and financial assets of individuals seekingadvice from
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NEWS UPDATE
EFAMA CALLS FOR URGENT COMPLETION OF REGULATION REVIEW TO PROTECTRETAIL INVESTORS
MOONFARE LAUNCHES US TECH FUND OFFERING FOR INDIVIDUAL INVESTORS OGIER EXPERT URGES CONSIDERATION OF WILLS IN LIGHT OF COVID-19 ETORO HELPS RETAIL INVESTORS ACCESS GLOBAL OIL MARKETS WITH NEWPORTFOLIO
CAREY OLSEN BERMUDA LAWYER ELECTED TO AMERICAN COLLEGE OF TRUST ANDESTATE COUNSEL
FINANCIAL ADVISERS ACCELERATE SHIFT TO HOLISTIC FINANCIAL PLANNING LOMBARD INTERNATIONAL ASSURANCE LAUNCHES DISTANCE SELLING PROCESS TO ENHANCE BUSINESS CONTINUITY CHINA RETAIL SAVINGS AND INVESTMENTS MARKET SET FOR WORST YEAR SINCE 2008 FINANCIAL CRASH, SAYS GLOBALDATA RAYMOND JAMES APPOINTS SECOND LONDON BRANCH PRINCIPAL TIKEHAU CAPITAL PARTNERS WITH BANCA MARCH TO CREATE EUROPEAN LONG-TERMINVESTMENT FUND
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CHINA RETAIL SAVINGS AND INVESTMENTS MARKET SET FOR WORST YEAR SINCE 2008 FINANCIAL CRASH, SAYS GLOBALDATA China’s retail savings and investments market is set for the worst year since 2008 financial crash due to the domestic disruption and impact on trade partners as the coronavirus (Covid-19) pandemic has gone global, according to GlobalData, a leading data and analyticscompany.
27/04/2020
NEWS
ESG RATINGS AND RESEARCH PROVIDER SUSTAINALYTICS ACQUIRED BYMORNINGSTAR
ESG RATINGS AND RESEARCH PROVIDER SUSTAINALYTICS ACQUIRED BYMORNINGSTAR
Sustainalytics, a provider of ESG research, data and analytics to global investors, is to be acquired by investment research providerMorningstar.
22/04/2020
NEWS
TIMELY LAUNCH FROM DEUTSCHE BANK WEALTH MANAGEMENT ADDRESSES UNSTABLEMARKET CYCLES
TIMELY LAUNCH FROM DEUTSCHE BANK WEALTH MANAGEMENT ADDRESSES UNSTABLEMARKET CYCLES
Deutsche Bank Wealth Management has launched a new series of strategic asset allocation (SAA) ETF-based funds in Europe, particularly in response to demand from clients for simple, cost-effective, long-term investment portfolios designed to address the challenges of unstablemarket cycles.
By Beverly Chandler | 21/04/2020Coronavirus
AIC SURVEY FOCUSES ON CORONAVIRUS IMPACT ON SUPERMARKET SECTOR AIC SURVEY FOCUSES ON CORONAVIRUS IMPACT ON SUPERMARKET SECTOR The Association of Investment Companies (AIC) has conducted a survey of its members examining how supermarkets are responding to Covid-19, given their role as one of the most essential industries during thepandemic.
By Beverly Chandler | 21/04/2020RESEARCH
STUDY FINDS SMALL IS BEAUTIFUL IN ASSET MANAGERS STUDY FINDS SMALL IS BEAUTIFUL IN ASSET MANAGERS AMG, an asset manager that invests in boutique asset managers, has released a study that looks at 20 years of performance data of independent boutique asset managers globally, looking especially at their performance during periods of volatility. By Beverly Chandler | 20/04/2020 Exchange trade funds GOLD IN ETF FORM ATTRACTS RECORD LEVELS OF ASSETS GOLD IN ETF FORM ATTRACTS RECORD LEVELS OF ASSETS All-time highs have been experienced in gold-backed ETFs as a number of institutions reported record inflows on the back of the COVID-19 pandemic and the effect it has had on global financial markets. By Beverly Chandler | 14/04/2020IN MY OPINION
IN A WORLD DRIVEN BY STOCHASTIC HARES AND DETERMINISTIC TORTOISES WHAT HAVE WE LEARNT SINCE THE LAUNCH OF SPY? IN A WORLD DRIVEN BY STOCHASTIC HARES AND DETERMINISTIC TORTOISES WHAT HAVE WE LEARNT SINCE THE LAUNCH OF SPY? As the speed of tech driven change accelerated during those two decades, and each one of us constantly refreshed our RAM, our ability to remember the past seems to have gone by the wayside. Add to that another seven years when the SPDR S&P 500 Trust ETF was first listed on the New York Stock Exchange – can any of us ever truly remember how it was back in the good old days?16/04/2020
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WILLIS OWEN LISTS FIVE VIRTUES TO HELP IN A CRISIS WILLIS OWEN LISTS FIVE VIRTUES TO HELP IN A CRISIS Adrian Lowcock, head of personal investing at Willis Owen says that there are five virtues which will get an investor through a crisis. Lowcock writes that crises are always different, they have a different effect on the economy and indeed stockmarkets. By Beverly Chandler | 07/04/2020NEWS
STYLE ANALYTICS OFFERS PORTFOLIO ANALYSIS FOR FREE STYLE ANALYTICS OFFERS PORTFOLIO ANALYSIS FOR FREE Factor and analytical tool provider Style Analytics is offering its equity factor performance reports and a flash portfolio factor analysis free of charge for three months, in a move designed to help all investors navigate today’s volatile markets. By Beverly Chandler | 31/03/2020SURVEY
FINANTIX AND WEALTHBRIEFING REPORT FINDS LOW SATISFACTION LEVELS WITH CURRENT COMMUNICATION PRACTICES FINANTIX AND WEALTHBRIEFING REPORT FINDS LOW SATISFACTION LEVELS WITH CURRENT COMMUNICATION PRACTICES Wealth technology provider Finantix, in collaboration with WealthBriefing, has published part two of its ongoing research series into the future of wealth management, entitled ‘Defining - and Delivering - Personalised Client Engagement’. By Beverly Chandler | 27/03/2020INVESTING
QUILTER RECOMMENDS SEVEN PILLARS OF INVESTMENT WISDOM IN VOLATILETIMES
QUILTER RECOMMENDS SEVEN PILLARS OF INVESTMENT WISDOM IN VOLATILETIMES
Danny Knight, head of investment directors at Quilter Investors, has published a list of seven principles of investing through volatile times that he recommends people should look to stick to. By Beverly Chandler | 26/03/2020IN MY OPINION
WHAT A DIFFERENCE A DAY MAKES – 24 LITTLE TRADING HOURS WHAT A DIFFERENCE A DAY MAKES – 24 LITTLE TRADING HOURS By Allan Lane, Algo-Chain – During a week when the Dow Jones Industrial Average surged 11.4 per cent, the largest one day increase since 1933, this news seemed at odds with some of the more harrowing coronavirus statistics that hit the airwaves by the time US marketsclosed.
26/03/2020
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