Senior appointments were the name of the game this week with Sarasin & Partners appointing a head of distribution, Natixis Global Asset Management replacing its chief executive, and newly rebranded Tilney Group hiring a chief investment officer.
As the clock ticks ever closer to 7am on Friday, the time slated for the release of the official results of the UK’s referendum on EU membership, the financial world’s focus is being honed to an ever finer point as participants hold cash and their breath ahead of the vote.
The heart wants what it wants, but investors shouldn’t let sentimentality get in the way of the health of their portfolios, cautions Canaccord Genuity Wealth Management.
With the looming threat of dividend cuts and a reversal in bond yields, coupled with the emergence of new growth patterns and value opportunities, click through the following pages to read what five wealth managers think we should be paying attention to.
Canaccord Genuity Wealth Management reveals the secrets of how they did it
After more than a decade as head of emerging market equities, Schroder’s Conway is set to retire. Several high profile people moves have been made in Asia of late; with Aviva, Allianz, and the Hong Kong Monetary Authority announcing changes.
Canaccord Genuity sees a more challenging outlook for UK earnings and dividend growth in 2016, which could see the recent strength of UK equity income investment trusts wane.
Canaccord Genuity Wealth Management has hired Duncan Reid as a senior investment director in its London investment team.
While IFAs increasingly outsource the management of their clients’ investment, managing the risk of their clients’ investment remains theirs.
Drawing on Canaccord Genuity Wealth Management’s 15-year track-record of managing funds for international investors, Andy demonstrated the importance of adopting an active approach to asset allocation by reviewing what, if any, lessons we can learn from history, both recent and long-term.
The Guernsey-based arm of Rothschild’s Wealth Management & Trust has named Barrie Duerden to head up its operations on the island, effective immediately.
Canaccord Genuity Wealth Management has promoted long-time Collins Stewart WM exec Andy Finch to head of wealth management at its Guernsey operation.
