Investors around the world are paying increasing attention to environmental, social and governmental (ESG) factors as a way of delivering good returns within alternative investments, according to new research.
Brooks Macdonald has relaunched its multi-asset fund range, introducing three new currency share classes to help drive the growth of the firms international offering.
The US was again the standout market in terms of performance in 2014, registering a third straight year of double-digit gains.
Vanguard, the world’s largest mutual fund company, has announced senior management changes within its international group.
FATCA, the US’s controversial piece of US tax legislation, has marked the first step towards global transparency and has provided cooperating jurisdictions with plenty of leniency, a US-based tax expert has said.
US President Barack Obama has announced plans to update the rules for financial advisers on Wall Street in a bid to crackdown on hidden fees and back-door payments that mean clients may not get the best retirement investment advice.
DeVere has forecast a 25% growth in business and a 50% increase in advisers in the coming year as it looks to become the British equivalent of Bank of America Merrill Lynch.
Low quality stocks have led the recovery in the US so far, with QE contributing to excess liquidity, however higher quality although perhaps “unglamorous stocks” will see a resurgence according to Hermes’ Mark Sherlock.
The ARIA Investment Platform has launched a range of portfolio strategies on its investment platform aimed at US Investors caught by increasingly tough legislation.
Coram Asset Management has finalised the details of its three flagship funds as the firm kicks off its 2015 expansion drive
Morgan Stanley has fired one of its New York-based financial advisers after data from 900 of its clients was stolen and leaked on the internet.
Sarasin Asset Management’s John Soler takes a global, thematic view on managing the needs of his US expat clients
