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ING-DiBa and Scalable Capital form partnership

Fri, 15/09/2017 - 07:46

ING-DiBa is expanding its retail banking offering by including ETF-based online wealth management, delivered by Scalable Capital. »

Why I abhor poor active management

Mon, 04/09/2017 - 10:58

Peter Elston, CIO, Seneca Investment Management, says too many people have retirement savings invested in poor products… »

Philip Howell, Rathbones

Wealth managers Rathbones and Smith & Williamson in merger talks

Mon, 21/08/2017 - 09:23

Wealth managers Rathbones and Smith & Williamson are in talks to agree a merger which will create a GBP55 billion wealth management firm. »

WisdomTree Model Portfolios now available through Envestnet

Wed, 26/07/2017 - 21:19

WisdomTree's exchange traded fund model portfolios are now be available on the Envestnet Wealth Management platform. »

BNY Mellon's Lockwood launches new American Funds-based investment solution

Thu, 15/06/2017 - 08:42

BNY Mellon's Lockwood Advisors has developed a suite of new portfolios using American Funds at its core. »

Invisor launches digital wealth management platform for advisers

Tue, 16/05/2017 - 14:13

Invisor has launched Invisor CoPilot, a digital platform that offers a comprehensive suite of solutions for financial advisers. »

HSBC Private Banking announces strategic partnership programme

Mon, 08/05/2017 - 12:23

HSBC Private Banking have announced a new strategic partnership programme with selected fund management and ETF groups.  The firm writes that the new approach will enable it to develop deeper relationships with fund providers, and offer even better and more consistent investment services for its HNW and UHNW clients around the world. »

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. »


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