Maseco Wealth targets ‘gaping hole’ for US citizens in Asia
UK-based Maseco Wealth, the specialist wealth manager for US expat clients, is to target Asia with the launch of an independently owned business in Hong Kong.
DFM
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Brooks Macdonald inks first international deal with Dubai IFA
Brooks Macdonald, the specialist discretionary fund management provider, has announced its first international strategic alliance, signing a deal with Dubai-based advisers Abacus Financial Consultants.
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Novia Global and Transact expand DFM offerings with new deals
Novia Global has broadened its integrated investment portal through strategic partnerships with DFMs Brooks Macdonald, LGT Vestra, and Bordier & Cie, while Transact now offers advisers access to Quilter Cheviot’s managed portfolio service (MPS).
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UK advisers set to overhaul business models under Mifid II
Over a half of UK advisers believe additional regulatory and compliance demands when Mifid II comes into effect will force them to review their business models, according to Investec Wealth & Investment (IW&I).
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European risk and the spectre of a post-Brexit domino effect
Smith & Williamson’s Philip Lawlor talks about how GDP, QE and Brexit have raised the risk profile of Europe and the spectre of a domino effect.
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Sanlam merges wealth arms, courts advisers in SJP challenge
Sanlam UK is to set up a new division encompassing its discretionary fund management and financial advice divisions and launch a partnership initiative for advice firms to join the group in a move that challenges St James’s Place’s existing model.
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Rowan Dartington sees AUM boost ahead of ‘SJP effect’
Rowan Dartington has registered a year-to-date FUM increase of 25%, buoyed by its private client, IFA and international businesses, as well as funds from parent St James’s Place.
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Neptune and Raymond James join forces for DFM launch
UK-based fund manager Neptune Investment Management is to launch a discretionary fund management business in partnership with Raymond James Investment Services under the moniker Equester Capital Management.
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UAE investor expectations rise despite market volatility
Investors based in the UAE are expecting average investment returns of 7.3% in 2016, up sharply from the 3.5% received in 2015, according to a new survey by Old Mutual International and Quilter Cheviot.
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Rowan Dartington to offer DFM services to int’l advisers
UK-based discretionary fund manager Rowan Dartington, which is part of St James’s Place, has launched a new division to extend the group’s services to English-speaking advisers around the world.
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PortfolioMetrix added to Aegon platform
Aegon has added a range of portfolios from discretionary fund management (DFM) firm PortfolioMetrix to its platform following demand from advisers.
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Quilter Cheviot plans active role in industry consolidation
Having Old Mutual as its parent provides London-headquartered discretionary fund manager Quilter Cheviot with a great deal of opportunity, said chief executive David Loudon, particularly when it comes to acquisitions.