Four ways tech is transforming asset management
Tech is genuinely changing the way asset and wealth managers work. So, what are the big developments and how can firms be sure they are ahead of the curve?
Tech is genuinely changing the way asset and wealth managers work. So, what are the big developments and how can firms be sure they are ahead of the curve?
The former chief of Killik & Co’s Richmond branch has joined Cheshire-based Clarion Wealth Planning as a financial planner.
Newly merged Janus Henderson has retasked two executives on its distribution team to boost its presence in global and wholesale fund markets.
Hargreaves Lansdown investors can now access a dedicated bitcoin ETF through the firm’s SIPP and brokerage services.
Old Mutual Global Investors is to convert the Dublin-listed version of its Global Strategic Bond Fund into an absolute return vehicle, while planning to escape the risk of “crowding” associated with funds in the sector.
Six of Smith and Williamson’s model portfolios will be available to investors through Standard Life’s Wrap.
Research and advisory boutique Kepler Partners has launched an income rating system for investment trusts as it recognises the shortcomings of focusing solely on yield.
Neuberger Berman has added to its range of alternative Ucits funds with the launch of another put writing strategy.
Witan has ditched two of its five global equity managers in a bid to improve performance through its active share potential.
Investment giant Legal & General Investment Management (LGIM) is set to move certain operations to Dublin as its post-Brexit base in the EU after Brexit.
Fidelity’s fund platform FundsNetwork has named Jackie Boylan as head of advisory services, the role previously occupied by Jon Everill.
BMO GAM’s Gary Potter has hit back at the “brainwashed” fund industry’s attitude to costs after two of his F&C multi-manager funds were downgraded by Morningstar.