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Wealth

Jason Tu, Mioying Financial Technology

Mioying launches MPro wealth management platform

Thu, 09/03/2017 - 09:11

Mioying, a fintech start-up backed by Chinese venture capital firm ZhenFund, is launching its wealth management platform MPro in Hong Kong. »

Mark Stevens, Investec

IW&I launches structured products service

Thu, 02/03/2017 - 10:27

Investec Wealth & Investment (IW&I) has launched a dedicated Structured Product Service (SPS) for wealthier clients of financial advisers. »

John James, BetaSmartz

BetaSmartz Automated Investment launches in Asia

Tue, 14/02/2017 - 14:39

BetaSmartz, the B2B automated investment platform for institutional and retail investors, has opened offices in Hong Kong. »

Nadine Cachia, JTC Malta

JTC Malta launches international pension service

Tue, 10/01/2017 - 07:56

Fund, corporate and fiduciary services provider JTC has launched an international pension service through its operation in Malta, aimed at supporting UK expatriates globally. »

InvestCloud enters joint business relationship with PwC

Wed, 26/10/2016 - 10:10

The Digital Applet Platform InvestCloud, LLC aimed at all types of financial services organisations, has entered into a non-exclusive joint business relationship with PwC. »

Kuber Ventures warns EIS market faces capacity constraints

Tue, 13/09/2016 - 14:51

Alternative fund platform Kuber Ventures has warned financial advisors that the EIS market will face significant capacity constraints in 2017.  »

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.  »

Allocator reports investors want interesting opportunities

Wed, 08/06/2016 - 09:26

David Tawil and Ryan Kalish founded the firm now called Allocator in 2013, having spent nearly a year building up the technology that underpins their activities. The firm has evolved as a company since launch. The pair were driven by their experiences either working with, or as, investors, Tawil at Credit Suisse and Kalish on the investment committee at Stenham Advisors.  »

Australia flag

UK pension providers should maximise opportunities presented by new Australian lifetime allowance rules

Fri, 13/05/2016 - 11:28

Independent pensions trustee Momentum Pensions has urged the UK pensions industry to maximise the opportunities the Australian lifetime allowance rules will bring. »

Sovereign wealth fund assets surpass USD6.5 trillion

Sovereign wealth fund assets surpass USD6.5 trillion

Wed, 20/04/2016 - 08:31

Preqin’s 2016 Sovereign Wealth Fund Review shows that, despite global market volatility and low oil prices, the AUM of sovereign wealth funds globally increased by USD200 billion over the previous year to reach USD6.51 trillion in March 2016.  »

APFA urges Treasury to leave pensions tax relief alone

APFA urges Treasury to leave pensions tax relief alone

Wed, 30/09/2015 - 12:44

The Association of Professional Financial Advisers (APFA) has called for the UK Treasury to focus on increasing auto-enrolment savings rates and not fiddling with the tax relief for pensions. »

FolioDynamix adds Investment Solutions Executive

FolioDynamix adds Investment Solutions Executive

Tue, 11/08/2015 - 09:40

FolioDynamix, a provider of wealth management technology and advisory services, has launched an enhanced program targeted to registered investment firms of all sizes, to be overseen by new investment solutions executive, Joseph Miskel. »

Rise of RMB and opening of China’s Capital Markets present new opportunities for international investors

Rise of RMB and opening of China’s Capital Markets present new opportunities for international investors

Mon, 27/07/2015 - 13:48

The growing significance of the Chinese Renminbi (RMB) and the opening of the country’s equity and bond markets are creating new opportunities for overseas investors, according to a number of leading experts speaking at a briefing session in London on 13 July. »

SEI extends long-term relationship with Wells Fargo

SEI extends long-term relationship with Wells Fargo

Fri, 24/07/2015 - 07:36

Wells Fargo is to adopt the SEI Wealth Platform (the Platform), SEI's next-generation, wealth management technology solution.  »

Carl Famigiletti

New Wealth Advisors rebrands as MFA Asset Management

Thu, 16/07/2015 - 09:15

New Wealth Advisors has rebranded as MFA Asset Management. The new brand identity emphasises the Firm's fundamental focus on the management of "assets" that an individual or institution owns or controls with the expectation that, over time, they increase in value and provide future benefit. »

Beverly Chandler

SYZ Group acquires Royal Bank of Canada (Suisse) SA

Tue, 14/07/2015 - 08:31

The Swiss banking group SYZ has signed an agreement to acquire Royal Bank of Canada (Suisse) SA, in a move that will double its assets under management and put it into the top 20 largest banks in Switzerland. »

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. »

Beverly Chandler

Multifonds survey reveals doubts on AIFMD

Tue, 30/06/2015 - 10:36

Investment fund software company Multifonds has found that while AIFMD implementation has been successful, going forward there are doubts over AIFMD’s ability to spot future threats. »

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