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Nicholas Zahra, Bastion Wealth

The business case for cost-control

Sat, 07/10/2017 - 16:51

By Nicholas Zahra, CFA, Bastion Wealth,  & Anabel Mifsud, SGGG FEXserv Fund Services – Malta is one of the smaller players in the asset management world, which tends to appeal to the smaller managers, and to investors who have a business case for their choice of jurisdiction.  »

Margery Weinstein, Ganfer and Shore

NYC real estate attracting attention of hedge fund managers

Fri, 08/09/2017 - 10:19

Asset managers in New York City are continuing to buy with extra punch in Manhattan and on the east end of Long Island, according to real estate attorney Margery Weinstein. »

Why I abhor poor active management

Mon, 04/09/2017 - 10:58

Peter Elston, CIO, Seneca Investment Management, says too many people have retirement savings invested in poor products… »

Fiona Frick, Unigestion

Unigestion to absorb all investment research costs

Thu, 24/08/2017 - 18:33

Boutique asset manager Unigestion is to pay for all investment research on behalf of its clients, in line with the upcoming Markets in Financial Instruments Directive (MiFID) II. »

Lionel Martellini, EDHEC

Retirement planning needs a tailored, solution-based approach

Mon, 21/08/2017 - 14:10

It is fair to say that planning for retirement is arguably the most important challenge for individuals, in terms of their financing needs. Over the course of one’s career, markets change, the geopolitical landscape evolves. Yet, over a multi-decade investment lifecycle, it is necessary to save a sufficient level of income to ensure that one’s retirement is fully funded. »

Philip Howell, Rathbones

Wealth managers Rathbones and Smith & Williamson in merger talks

Mon, 21/08/2017 - 09:23

Wealth managers Rathbones and Smith & Williamson are in talks to agree a merger which will create a GBP55 billion wealth management firm. »

Jean Keller, Quaero Capital

Quaero Capital renames Family Enterprise Fund

Wed, 19/07/2017 - 08:50

Geneva-based Quaero Capital has re-named its ‘Argos Funds - Family Enterprise’ fund as the ‘Argos Funds - Smaller European Companies’ fund to better reflect its investment universe. »

John Bailey, Spruce

Spruce Investment Advisors teams with hedge fund allocator Old Farm Partners

Tue, 18/07/2017 - 10:20

Spruce Investment Advisors, an asset manager and Chief Investment Officer for family offices and charitable institutions, is teaming with Old Farm Partners to identify new investment opportunities with small and mid-sized hedge fund managers. »

Nicola Meaden Grenham, Dumas

Dumas Capital Co-founder named strategic adviser to Kettera Strategies

Fri, 16/06/2017 - 07:26

Dr Nicola Meaden Grenham (pictured), co-founder of Dumas Capital, has been named Strategic Adviser to Kettera Strategies and its Hydra marketplace, a global platform providing investors with access, daily transparency, intra-month liquidity and notional funding to established and emerging alternative asset managers. »

IRA Financial solo 401(K) plan opens up hedge fund investments with no asset value fees

Mon, 03/10/2016 - 10:50

IRA Financial Group, a provider of open architecture self-directed solo 401(k) plans, has launched a solo 401(k) plan programme with no account value or transaction fees. »

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