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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. »

Stewart Foster

Third Financial Software - Best Technology Provider - Transaction Processing

Tue, 24/05/2016 - 09:45

Third Financial Software has enjoyed another record year of growth, reports chief executive Stewart Foster, (pictured) and has almost doubled in size. Founded in 2008, Third Financial has gone from simple software to offering a software platform business and is now looking at the direct to consumer market.  »

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

Wealth advisers adapt in the face of challenge

Tue, 24/05/2016 - 09:24

Speaking at the 13 May Wealth Adviser Awards lunch, held at The Reform Club in Pall Mall, Gemma Woodward, director of Socially Responsible Investment (SRI) at Quilter Cheviot, commented that on her appointment, most people asked: "Were we investing irresponsibly before?" »

New iShares ETF for Japanese companies with sustainability focus launches on Xetra

Tue, 24/05/2016 - 09:13

A new iShares equity index exchange traded fund – the iShares Sustainable MSCI Japan SRI EUR Hedged UCITS ETF – is now trading on Xetra. »

Deutsche Asset Management switches three ETFs to the Bats ETF Marketplace from NYSE Arca

Tue, 24/05/2016 - 09:12

Deutsche Asset Management is switching the primary listing of three exchange traded funds (ETFs) to the Bats ETF Marketplace from NYSE Arca on or about 9 June, 2016. »

ETF market operator Bats to be included in major index

Tue, 24/05/2016 - 09:11

Exchange traded funds marketplace operator Bats Global Markets has been included in the Wilshire 5000 Total Market Index (Wilshire 5000). »

Guggenheim transitions Spin-Off and Timber ETFs to new indices

Mon, 23/05/2016 - 09:17

Guggenheim Investments is changing the underlying indices for the Guggenheim Spin-Off ETF (CSD) and Guggenheim Timber ETF (CUT). The name of each ETF also will be changed to reflect its new underlying index, although the ticker symbols will remain the same. »

features

In Focus

Cameron Lilja

Interview

Ted Theodore

White Paper

Awards

Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 09:14

etfexpress Awards 2016

etfexpress Awards 2016

Tue, 08/03/2016 - 17:47

listingsdirectory
UBS Global Asset Management
Fri, 06/05/2016 - 14:19
RFA (Richard Fleischman & Associates)
Tue, 05/04/2016 - 14:25
Calastone
Mon, 29/02/2016 - 15:20
training
Wed, 08/06/2016   - London
Mon, 13/06/2016   - London
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