Publication: Asset Adviser

First reported 16 hours ago - Updated 1 hour ago - 1 reports

Use of property to fund retirement reaches record high

One in 14 (seven per cent) non-retired people – the equivalent of around 2.5 million individuals – admit they are planning on selling their primary residence to fund their retirement, according to research by Baring Asset Management.This represents an ... [Published Asset Adviser - 16 hours ago]
First reported 11 hours ago - Updated 11 hours ago - 1 reports

Client satisfaction on the increase at Arbuthnot Latham

Satisfaction among clients of Arbuthnot Latham & Co is on the increase, according to the results of the bank and wealth manager’s annual client satisfaction survey.The survey, undertaken in May, recorded a Net Promoter Score (NPS) of 58 which was an increase ... [Published Asset Adviser - 11 hours ago]
First reported Sep 18 2014 - Updated Sep 18 2014 - 1 reports

Population and wealth of US HNWIs reaches record levels

The population and wealth of high net worth individuals (HNWIs) in the US reached record levels in 2013, according to the US Wealth Report 2014 released by Capgemini and RBC Wealth Management.The population of US HNWIs jumped 17 per cent to four million ... [Published Asset Adviser - Sep 18 2014]
First reported Sep 18 2014 - Updated Sep 18 2014 - 1 reports

Prydis Wealth hires chartered financial planner

Prydis Wealth, the South West based wealth management firm, has appointed chartered financial planner Liz Andrews.Andrews joins Prydis from Gilbert Stephens Financial Services – the financial advisory arm of a legal firm – where she had worked as a financial ... [Published Asset Adviser - Sep 18 2014]
First reported Sep 17 2014 - Updated Sep 17 2014 - 1 reports

Octopus Titan VCTs launch GBP50 million fundraise

Octopus Investments has launched a GBP50 million joint fundraising by the five Octopus Titan Venture Capital Trusts (VCTs).The latest fundraising, which offers the opportunity to invest into all five Titan VCTs, provides investors with exposure to a portfolio ... [Published Asset Adviser - Sep 17 2014]
First reported Sep 17 2014 - Updated Sep 17 2014 - 1 reports

Net sales of UCITS soar to EUR59 billion in July

Net sales of UCITS soared to EUR59 billion in July from EUR22 billion in June, according to the latest European Fund and Asset Management Association’s (EFAMA) Investment Funds Industry Fact Sheet.A turnaround in the net flows of money market funds was ... [Published Asset Adviser - Sep 17 2014]
First reported Sep 17 2014 - Updated Sep 17 2014 - 1 reports

Arbuthnot Latham appoints private banker in Manchester office

Arbuthnot Latham & Co has appointed Michelle Duncalf as private banker at its North West regional office, based in Manchester.Duncalf takes up her appointment with immediate effect.Arbuthnot Latham’s chief executive, James Fleming, says: “Michelle’s appointment ... [Published Asset Adviser - Sep 17 2014]
First reported Sep 15 2014 - Updated Sep 16 2014 - 1 reports

Lincoln Financial Distributors adds four retirement plan services distribution specialists

Lincoln Financial Distributors (LFD), the wholesale distribution business of Lincoln Financial Group, has expanded its retirement plan services intermediary sales force by four people, bringing the team to 34.The four new specialists are: Gina Balducci, ... [Published Asset Adviser - Sep 15 2014]
First reported Sep 16 2014 - Updated Sep 16 2014 - 1 reports

LGIM launches Retirement Income Multi-Asset Fund

Legal & General Investment Management (LGIM) has launched the LGIM Retirement Income Multi-Asset Fund.Against a rapidly changing UK pension landscape, the fund is designed for investors looking to draw down an income from their retirement pot, while leaving ... [Published Asset Adviser - Sep 16 2014]
First reported Sep 15 2014 - Updated Sep 15 2014 - 1 reports

AFH acquires Hindsight

AFH has acquired the assets of Northampton-based Hindsight Financial Services, its third acquisition since listing on AIM in June 2014 and the 11th since the implementation of RDR.The acquisition will immediately add GBP15m of funds under management, ... [Published Asset Adviser - Sep 15 2014]
First reported Sep 12 2014 - Updated Sep 12 2014 - 1 reports

iSectors releases new Collective Investment Fund for defined contribution plans

Exchange-traded fund (ETF) strategist iSectors’ most popular ETF-based strategy, the Post-MPT Growth Allocation, is now available as a Collective Investment Fund (CIF) for tax-qualified employer-sponsored retirement plans.Advisors can access the fund ... [Published Asset Adviser - Sep 12 2014]
First reported Sep 12 2014 - Updated Sep 12 2014 - 1 reports

CCR Wealth Management expands team

CCR Wealth Management, a Westborough, Massachusetts based financial services firm, has hired Tara Rice as a client service specialist.Rice previously worked at HMS Financial Group, where she was an office manager and client services assistant.She has ... [Published Asset Adviser - Sep 12 2014]

Quotes

"In a period of less than three months since moving from ISDX, the company is beginning to see the benefits of its AIM listing. The board remains focused on building a significant footprint within the UK and continuing to grow shareholder value."
Elliott says: "I am delighted to have joined such a well-respected organisation as Arbuthnot Latham and am relishing the opportunity to help develop what is already a very successful business in the SouthSouth West. A focus on exceptional client service and building long-term relationships is ingrained in the culture of the bank and I am sure we will continue to grow as a result over the coming years.”"
Nick McCall, chief executive officer of Falcon Private Wealth, says: "The appointment of Francis Esem Wood reflects our strong commitment to the West African region and we are delighted to further strengthen our emerging markets expertise."
"This information is not a nice-to-have; it’s a need-to-know”, says Cube’s chief executive David Stuff. “I don’t really understand how advisers and investors can make serious financial decisions without this information. But since the FCA’s decision to fine Credit Suisse and Yorkshire Building Society it seems to me that this is going to be the new normal."

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Client satisfaction on the increase at Arbuthno... [Published Asset Adviser - 11 hours ago]
Use of property to fund retirement reaches reco... [Published Asset Adviser - 16 hours ago]
Population and wealth of US HNWIs reaches recor... [Published Asset Adviser - Sep 18 2014]
Prydis Wealth hires chartered financial planner [Published Asset Adviser - Sep 18 2014]
Octopus Titan VCTs launch GBP50 million fundraise [Published Asset Adviser - Sep 17 2014]
Arbuthnot Latham appoints private banker in Man... [Published Asset Adviser - Sep 17 2014]
Net sales of UCITS soar to EUR59 billion in July [Published Asset Adviser - Sep 17 2014]
LGIM launches Retirement Income Multi-Asset Fund [Published Asset Adviser - Sep 16 2014]
Lincoln Financial Distributors adds four retire... [Published Asset Adviser - Sep 15 2014]
AFH acquires Hindsight [Published Asset Adviser - Sep 15 2014]
iSectors releases new Collective Investment Fun... [Published Asset Adviser - Sep 12 2014]
Arbuthnot Latham expands Exeter office [Published Asset Adviser - Sep 12 2014]
CCR Wealth Management expands team [Published Asset Adviser - Sep 12 2014]
EISA launches EIS Tolley Diploma [Published Asset Adviser - Sep 10 2014]
Falcon Private Wealth appoints senior advisor f... [Published Asset Adviser - Sep 04 2014]
Cube adopts FCA guidelines on risk disclosure [Published Asset Adviser - Sep 04 2014]
UBS Wealth Management Americas introduces enhan... [Published Asset Adviser - Sep 03 2014]
Local knowledge key for asset managers setting ... [Published Asset Adviser - Sep 03 2014]
Succession Resource Group partners with Financi... [Published Asset Adviser - Aug 29 2014]
Securities Service Network launches 7Twelve por... [Published Asset Adviser - Aug 28 2014]
Waddell & Reed launches online CFP education pr... [Published Asset Adviser - Aug 28 2014]
LGIM’s Pre-Retirement Funds break GBP1bn barrier [Published Asset Adviser - Aug 27 2014]
JTC Group opens new office in New York [Published Asset Adviser - Aug 22 2014]
Ogier Legal Guernsey advises Burford Capital on... [Published Asset Adviser - Aug 22 2014]
Octopus opens new tranche of Enterprise Investm... [Published Asset Adviser - Aug 21 2014]
Hargreave Hale recruits McKeown for London office [Published Asset Adviser - Aug 19 2014]
Wave of new retirement savings and income produ... [Published Asset Adviser - Aug 19 2014]
Kames Capital strengthens European sales team [Published Asset Adviser - Aug 18 2014]
Deutsche Bank Asset and Wealth Management team ... [Published Asset Adviser - Aug 18 2014]
Skandia launches technical information hub for ... [Published Asset Adviser - Aug 15 2014]
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