Nucleus offers ‘mass customisation’ to customers
Investment approach can be tailored to each client, regardless of the size of their assets
Portfoliometrix
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Investment manager creates Prod toolkit for advisers
They still need to work on their ‘to-do’ list as compliance is proving hard
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PEOPLE MOVES: Just Group, Schroders Personal Wealth, AJ Bell
Financial services firm hires CEO, while Lloyds joint venture bolsters team to set up adviser academy
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Fund toolkits will provide ‘consistency’ for advisers
Prod, global trend investing and 10th anniversary celebrations on the agenda at Feifa conference
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PEOPLE MOVES: Fidelity, Jersey Finance, Invesco Perpetual
Fidelity International has poached its new multi-asset co-portfolio manager from Henderson and Jersey Finance has a new business development director for funds. Meanwhile, Neptune’s Douglas Turnbull is set to join Invesco Perpetual.
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PEOPLE MOVES: Nucleus, J Safra Sarasin, JO Hambro
Nucleus has appointed a successor to chairman Paul Bradshaw who died in January. J Safra Sarasin is targeting ultra-high net worths in Asia with a new division and managing director, while JO Hambro Capital Management prepares to bid farewell to an investment management veteran.
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PEOPLE MOVES: Deutsche Bank, RLAM, J. Safra Sarasin
After Deutsche Bank’s head of anti-financial crime stepped down just six months into the job, the German bank has named his replacement. RLAM has created a global equity team by poaching three staff from Waverton IM, while J. Safra Sarasin has a new managing director for client advisory in Hong Kong.
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PortfolioMetrix and Praemium announce partnership
Discretionary investment manager PortfolioMetrix has launched a strategic partnership with UK and international discretionary platform Praemium.
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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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PortfolioMetrix partners with ATS adviser platform
Discretionary fund management (DFM) firm PortfolioMetrix has partnered with the Alliance Trust Savings (ATS) platform, providing advisers access to a range of PortfolioMetrix portfolios.
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PortfolioMetrix joins FEIFA’s partnership programme
The Federation of European IFAs (FEIFA) has announced that investment management firm PortfolioMetrix is the latest company to join its partnership programme.
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DFM firm Portfoliometrix launches in Ireland
Discretionary fund management firm Portfoliometrix has launched in Ireland, with an office in Dublin.