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Wealth

IG Group launches IG Smart Portfolios with BlackRock

Thu, 06/04/2017 - 12:01

IG Group has launched IG Smart Portfolios, constructed by IG using asset allocation insights from BlackRock. IG writes that it is being fully transparent on the total cost of investing in its model portfolios. »

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 14:44

The retail digital investment management firm Nutmeg utilises ETFs to create its portfolios. James McManus, (pictured) investment manager, who has specialised in ETFs throughout his career explains that the firm now manages just over GBP600 million across 25,000 clients who start at a minimum level of GBP500 and can have many millions with the firm. »

WMA indices switch to MSCI

Sun, 15/01/2017 - 13:02

MSCI executive director Steve Kowal, (pictured), has been working in the wealth sector for his entire career but has spent the last three years with MSCI, most of which has been taken up by overseeing the switch of the Wealth Management Association (WMA) Private Investor Index series from FTSE to MSCI. »

Vanguard opens Centre for Investor Research

Thu, 12/01/2017 - 09:07

Vanguard has launched the Centre for Investor Research (CIR), an enhancement of the company’s efforts to drive investor success through behavioural research and experimentation. »

PLSA launches three guides to ETFs, income generation and low vol investing

Wed, 26/10/2016 - 16:21

The Pensions and Lifetime Savings Association (PLSA) has launched three new Made Simple Guides at its Annual Conference in Liverpool. »

Pershing offers mutual fund and ETF solutions for emerging and mass-affluent investors

Wed, 31/08/2016 - 14:14

Pershing has launched mutual fund and exchange-traded fund (ETF) solutions, offered by its affiliate Lockwood Advisors, designed to meet the needs of investors starting to build wealth and help registered reps navigate the Department of Labor's (DOL) fiduciary rule requirements. »

Vincent Mortier

Amundi details post Brexit situation

Thu, 30/06/2016 - 10:30

Vincent Mortier (pictured), Deputy CIO, Global Head of Multi-Asset Amundi and Pascal Blanqué, CIO, Global Head of Institutional Division Amundi have issued a joint statement on the situation post Brexit.  »

David Bushe

WHIreland Wealth Management - Best International Clients Team

Tue, 24/05/2016 - 09:49

AIM-listed wealth manager WHIreland went against the tide in 2013 when it launched and based its international presence in the Isle of Man. The wholly owned subsidiary of WHIreland Group plc licensed in 2014, has won `Best International Clients Team' in the 2016 Wealth Adviser Awards. »

Simon Rogerson

Octopus Investments - Best Investment Product Provider

Tue, 24/05/2016 - 09:40

Fund management pedigree lies behind the foundation in 2000 of Octopus Investments, with a little dash of a product famously designed to do what it says on the tin. »

Iain Rayner

St James’s Place Wealth Management - Best Private Client Investment Manager

Tue, 24/05/2016 - 09:33

St James's Place, winner of this year's Wealth Adviser award for best private client investment manager, has had another good year according to Iain Rayner (pictured), the firm's Joint Chief Operating Officer.  »

William Reid

Quilter Cheviot - Best Wealth Manager - Charities

Tue, 24/05/2016 - 09:29

William Reid (pictured) is head of the Charities Team at Quilter Cheviot, managing GBP1.4 billion on behalf of 640 charities. The current team, comprising a central team of ten in London, and 12 regional charity offices, including offices in Edinburgh, Belfast, Dublin and Jersey, has evolved through Quilter Cheviot's corporate merger past from its original outpost at Laing & Cruikshank. »

Beverly Chandler

Survey finds boutique asset managers use ETFs for focused portfolio construction

Mon, 13/07/2015 - 09:22

A survey conducted by research firm TABB Group for SunGard has revealed that boutique asset managers are increasingly losing their home country bias in the search for investment growth. »

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