Publication: Asset Adviser

First reported 6 hours ago - Updated 6 hours ago - 1 reports

Crestbridge Family Office Service makes two managerial appointments

Crestbridge’s family office trustee business has made two further appointments ten months after its launch.Chloë Sorda, family office manager, brings over 13 years’ experience to the business. She has a strong knowledge of multi-jurisdictional private ... [Published Asset Adviser - 6 hours ago]
First reported Apr 22 2014 - Updated Apr 22 2014 - 1 reports

Brooks Macdonald FUM up 4.2 per cent

Discretionary funds under management (FUM) at Brooks Macdonald totalled GBP5.924 billion as at 31 March, an increase of 4.2 per cent from the 31 December FUM of GBP5.680 billion.As a comparison the WMA balanced index declined by 0.3 per cent over the ... [Published Asset Adviser - Apr 22 2014]
First reported Apr 16 2014 - Updated Apr 16 2014 - 1 reports

Asian parents spend less than six years planning for children’s university education, says HSBC

Nearly three in five (58 per cent) parents globally consider education as the best investment they can make for their children.In Asia, this belief is most strongly held by parents in mainland China (77 per cent), Indonesia (75 per cent) and India (70 ... [Published Asset Adviser - Apr 16 2014]
First reported Apr 16 2014 - Updated Apr 16 2014 - 1 reports

TDAM launches TD US Shareholder Yield Fund and expands Cash Flow Series

TD Asset Management (TDAM), the manager of TD Mutual Funds, is launching the TD US Shareholder Yield Fund and adding an Advisor Series and F Series to the TD European Growth Fund.Epoch Investment Partners, an affiliate of TDAM, will be a portfolio adviser ... [Published Asset Adviser - Apr 16 2014]
Entities: Volatility, yield, Dividend
First reported Apr 15 2014 - Updated Apr 15 2014 - 1 reports

401(k) consultants support alternative investments in custom strategies

The majority of investment consultants support the addition of diversifying assets in 401(k) retirement portfolios particularly as a way to mitigate risk in a volatile investment environment, according to PIMCO.Of the 49 consulting firms PIMCO surveyed ... [Published Asset Adviser - Apr 15 2014]
First reported Apr 14 2014 - Updated Apr 15 2014 - 1 reports

The Carlyle Group names Jeff Holland head of private client group

Alternative asset manager The Carlyle Group has appointed Jeffrey C Holland as managing director and head of the private client group.Holland comes to this newly-created position from Cole Real Estate Investments, where he was president and chief operating ... [Published Asset Adviser - Apr 14 2014]
First reported Apr 14 2014 - Updated Apr 15 2014 - 1 reports

Expanded Australian investor visa would open new opportunities for business

A more expansive Significant Investor visa programme would help innovative Australian businesses benefit from venture capital funding to fuel future economic growth.That’s according to a submission recently lodged by the Australian Private Equity & Venture ... [Published Asset Adviser - Apr 14 2014]
First reported Apr 14 2014 - Updated Apr 14 2014 - 1 reports

Stephen Sherline named LA market leader for private client reserve of US Bank

US Bank Wealth Management has named Stephen M Sherline as Los Angeles market leader for The Private Client Reserve of US Bank.Sherline has over 25 years of financial services experience.In his new role with The Reserve, he will lead a team of wealth management ... [Published Asset Adviser - Apr 14 2014]
First reported Apr 14 2014 - Updated Apr 14 2014 - 1 reports

Net sales of long-term UCITS up to EUR51bn in Feb, says EFAMA

UCITS enjoyed a second consecutive month of strong net inflows in February amounting to EUR49bn, albeit down from EUR69bn in January, according to figures released by the European Fund and Asset Management Association (EFAMA).This drop in net inflows ... [Published Asset Adviser - Apr 14 2014]
First reported Apr 14 2014 - Updated Apr 14 2014 - 1 reports

Peak Capital Management appoints Brett Lapierre as director of research

ETF strategist Peak Capital Management has appointed Brett Lapierre in the dual role of director of research and chief equity strategist for the registered investment advisory (RIA) channel."Brett is a significant addition to the investment team at Peak ... [Published Asset Adviser - Apr 14 2014]
First reported Apr 11 2014 - Updated Apr 11 2014 - 1 reports

Moore expands into Guernsey

Moore has expanded its fund services business into Guernsey following the acquisition of Mercator by its parent company, First Names Group.The transaction provides Moore with a dual servicing capability across the Channel Islands as the boutique fund ... [Published Asset Adviser - Apr 11 2014]
First reported Apr 10 2014 - Updated Apr 10 2014 - 1 reports

GenSpring adds two new MDs in southern US

GenSpring Family Offices, a wealth management firm for ultra-high net worth families, has appointed two new managing directors of client development in the firm’s US South region.John Frazer joins GenSpring to lead client development efforts in Georgia, ... [Published Asset Adviser - Apr 10 2014]

Quotes

"Cash flow options on our low volatility strategies help meet investors' need for regular income while at the same time seek to minimize the effects of market volatility - two important considerations for investors" says Orlander
...assets but also other alternatives to equity risk," said Stacy Schaus, executive vice president and PIMCO's defined contribution practice leader. "Including these diversifying strategies should help individual investors better navigate rough waters ahead and speed their journey to reaching retirement security."
Holland says: "This is a great opportunity to bring Carlyle's institutional brand and record of excellence into the private client arena, through a variety of products, from retail mutual funds to private placements. I look forward to working with the Carlyle team to further build on their early successes."
"I have long respected Peak Capital's disciplined, research-driven methodology in the portfolios they manage," says Lapierre. "I hope to be able to increase Peak Capital's industry reach within the advisory community through timely and insightful research on the markets and the PCM models."

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Crestbridge Family Office Service makes two man... [Published Asset Adviser - 6 hours ago]
Brooks Macdonald FUM up 4.2 per cent [Published Asset Adviser - Apr 22 2014]
TDAM launches TD US Shareholder Yield Fund and ... [Published Asset Adviser - Apr 16 2014]
Asian parents spend less than six years plannin... [Published Asset Adviser - Apr 16 2014]
401(k) consultants support alternative investme... [Published Asset Adviser - Apr 15 2014]
Expanded Australian investor visa would open ne... [Published Asset Adviser - Apr 14 2014]
Stephen Sherline named LA market leader for pri... [Published Asset Adviser - Apr 14 2014]
The Carlyle Group names Jeff Holland head of pr... [Published Asset Adviser - Apr 14 2014]
Peak Capital Management appoints Brett Lapierre... [Published Asset Adviser - Apr 14 2014]
Net sales of long-term UCITS up to EUR51bn in F... [Published Asset Adviser - Apr 14 2014]
Moore expands into Guernsey [Published Asset Adviser - Apr 11 2014]
GenSpring adds two new MDs in southern US [Published Asset Adviser - Apr 10 2014]
Standard Bank expands IoM IFA distribution team [Published Asset Adviser - Apr 10 2014]
PRIPs to get UCITS-style KIDs [Published Asset Adviser - Apr 09 2014]
Octopus launches Titan VCT top-up offer on back... [Published Asset Adviser - Apr 09 2014]
361 Capital launches Global Managed Futures Str... [Published Asset Adviser - Apr 04 2014]
New private bank completes investment agreement... [Published Asset Adviser - Apr 04 2014]
Stephen Birmingham joins Taylor Investment Coun... [Published Asset Adviser - Apr 03 2014]
RCS Capital names Richard F Williamson as chief... [Published Asset Adviser - Apr 02 2014]
SEI launches tax-managed ETF strategies [Published Asset Adviser - Apr 01 2014]
FE launches risk-targeted, multi-asset universe [Published Asset Adviser - Apr 01 2014]
City Financial appoints Mark Pearson as marketi... [Published Asset Adviser - Mar 31 2014]
Rothstein Kass expands family office group with... [Published Asset Adviser - Mar 31 2014]
Morgan Stanley Smith Barney to pay USD490,000 t... [Published Asset Adviser - Mar 28 2014]
Invesco Perpetual appoints three to UK equities... [Published Asset Adviser - Mar 28 2014]
Guernsey’s fund sector continues progress in Asia [Published Asset Adviser - Mar 27 2014]
Oyster joins Raymond James' retail fund platform [Published Asset Adviser - Mar 27 2014]
Average 401(k) participant invests 60 per cent ... [Published Asset Adviser - Mar 26 2014]
CGWM expands portfolio management team with two... [Published Asset Adviser - Mar 26 2014]
Rogerscasey to provide due diligence for Maxim’... [Published Asset Adviser - Mar 25 2014]
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