How can advisers ease clients’ recession fears?
UK economy contracted for the second month in a row in April
Copia Capital Management
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PEOPLE MOVES: HSBC, Strabens Hall, Lombard International
Bank names global head of UHNW, while advice firm makes four hires
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PEOPLE MOVES: Jupiter, Invesco, Allianz
Global head of distribution leaves fund manager, as investment firm bolsters multi-asset team in UK
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PEOPLE MOVES: Beaufort Financial, Barclays, Brown Shipley
Wealth firm hires head of advice, while private bank creates global family office role
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Copia Capital Management adds factor-enhanced portfolios
Copia Capital Management has launched its Select Plus range of managed portfolios, which are constructed using a blend of ETFs and factor-based funds from US-based investment firm Dimensional Fund Advisors.
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Copia launches managed portfolios targeted at decumulation
Copia Capital Management, the discretionary fund management division of Novia Financial, has launched a range of managed portfolios purpose-built for decumulation.
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PEOPLE MOVES: Lombard Int’l, Copia, Fortnum
Lombard International Assurance has bolstered its Latin America focus with the appointment of a regional head. Copia Capital Management named a series of appointments as it builds up its team, while Fortnum Financial Advisers has lured its new managing director from ANZ.
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Novia partners with DFMs on new investment portal
International intermediaries’ platform Novia Global has launched a new integrated investment portal, which provides access to a panel of discretionary fund managers (DFMs).
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Copia launches first ETF led Smart Beta portfolio in the UK
Copia Capital Management, part of the Novia group, is partnering with US ETF provider First Trust Advisors and US-based momentum strategists Dorsey, Wright & Associates to launch two new portfolios in its Smart Beta range, becoming the first proposition to enter the UK adviser market.