clients not clients assets need to come first
Investment management is separate to financial planning – as it should be – but as clients' needs change so the two disciplines are being tied closer together.
Investment
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golden year for precious metal
Demand for gold in value terms hit both an annual and final quarter record in 2012, while its average price during 2012 was 6% above its 2011 price.
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europe evolution in ETP structure
Exchange-traded products now hold more than $2trn in AUM with product and structural changes largely driven from the more mature US market. The pace of that change, argues Hector McNeill, is about to quicken up and be led instead by Europe.
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Economic confidence results in Ucits surge
ECB action to save the euro, along with its progress in redressing imbalances in the region's economy resulted in strong demand for Ucits funds in 2012, according to a report by the European Fund and Asset Management Association (EFAMA).
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structured product strategies protect correction
Ian Lowes, founder of StructuredProductReview.com, explains the attraction of defensive plans even in the face of a bullish market.
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Aberdeen acquisitions focus on US firms
Aberdeen has made two acquisitions worth a combined £130m as part of its expansion in North America.
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Skagen enters the UK wholesale market
Norwegian asset manager Skagen has made its initial foray into the UK wholesale market, launching four equity and fixed interest funds on the Transact platform.
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Witan dividends increase for 38th year
Dividends from Witan Investment Trust have increased by 10% on 2011 levels, the firm has announced.
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FSA decision on VCTs REITs ETPs
Fund managers have welcomed the news the FSA is re-thinking proposals to restrict the promotion and sale of venture capital trusts (VCTs), real estate investment trusts (REITs) and exchange traded products (ETPs).
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Record week for Japanese equities
Japanese equity funds enjoyed a record-breaking start to February as inflows hit a 34-week high and retail commitments reached their highest level since Q2 2006, data from EPFR shows.
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first state to roadtest unhedged em debt fund
First State Investments is planning the launch of a local currency proposition to be run by its emerging market debt team.
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Varying trends in December fund flow
Cross-border funds attracted their second highest amount in the past ten years in 2012, accounting for nearly half of all European fund assets, according to the latest report from Lipper.