Source targets expansion with big leadership restructure
Source, one of the largest providers of ETFs in Europe, is realigning the responsibilities of its coverage team to keep pace with the fast changing ETF market in Europe.
Author: Kirsten Hastings
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PEOPLE MOVES: OMGI, Deutsche Bank, Ashburton Investments…
OMGI and Deutsche Bank have announced promotions, while Ashburton Investments and Elian have made senior appointments. After departing The Investment Association, former chief executive Daniel Godfrey has joined the advisory board of a fintech startup.
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Lombard Odier IM and ETF Securities add GBP-hedged ETF class
Lombard Odier Investment Managers has broadened the product range it offers through its partnership with ETF Securities by listing a GBP-hedged share class of its Global Corporate Bond Fundamental ETF on the London Stock Exchange.
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Swiss investment firm adds all-cap UK equity strategy fund
EFG Asset Management (EFGAM), an arm of Zurich-based private banking group EFG International, has launched the New Capital UK Select Equity Fund to strengthen its pan-European and global equity franchise.
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Overseas pension transfers challenging for int’l advisers
There would be widespread support from international advisers for the UK’s Department for Work and Pensions (DWP) to reassess changes to overseas pension transfers, according to research from Old Mutual International (OMI).
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Julius Baer creates new investment management division
Swiss private banking group Julius Baer will launch a new investment management (IM) division, to be headed by Yves Henri Bonzon, formerly of Pictet Wealth Management.
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PEOPLE MOVES: Momentum, OMI, Sun Life…
Board and senior appointments were the name of the game this week with Momentum Pensions and Brown Advisory adding to their boards, while Old Mutual International and Sun Life were among those announcing changes at senior levels.
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FPI launches adviser academy in the UAE
Friends Provident International (FPI) has launched a financial adviser academy as part of a strategic plan to help support brokers and advisers that distribute its products.
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Customers take action over lifetime allowance reduction
Calls from customers on changes to the lifetime tax allowance (LTA) increased fourfold in the second half of 2015, according to Fidelity International (FI), as consumers start to take action ahead of the April deadline.
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BlackRock launches sustainable ETF
US funds giant BlackRock has launched a sustainable bond exchange-traded fund (ETF) in response to growing demand for investments that incorporate environmental, social, and governance (ESG) factors.
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FCA mulls limited commission on some retail products
The Financial Conduct Authority is considering reintroducing limited commission payments for certain retail products.
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Sovereign offers flexi-access drawdown from its Malta Qrops
Sovereign Pension Service in Malta has announced that it will offer flexi-access drawdown under its local Qrops scheme with immediate effect.