Total net assets of UCITS and AIFs increased by 1.7 per cent to EUR16,030 billion in February, according to The European Fund and Asset Management Association’s (EFAMA) latest Investment Fund Industry Fact Sheet. Bernard Delbecque, Senior Director for Economics and Research
The State Street Global Investor Confidence Index increased to 102.1 in January, up 6.4 points from December’s revised reading of 95.7. Investors across all regions showed an improved appetite for risk, with the European ICI rising by 16.0 points to
Brooks Macdonald Group’s Discretionary Funds under Management (FUM) for the third quarter ended 31 March 2019 totalled GBP12.8 billion, an increase of 7.9 per cent over the quarter (31 December 2018: GBP11.9 billion). By comparison, the MSCI WMA Balanced Index
FWM Holdings, the parent company of Forbes Family Trust (FFT) and LGL Partners, multi-family offices serving ultra-high-net worth families, is to acquire Optima Fund Management (Optima). Optima is a New York-based private investment firm specialising in alternative investments. As part
Oak, a new private client, corporate services and fund administration group, has acquired International Administration Group (IAG). Founded in 2000 by Mark Woodall and Alison Simpson, IAG is a specialist fund administration business headquartered in Guernsey with a team of
The State Street Global Investor Confidence Index (ICI) increased to 72.9 in April, up 1.7 points from March’s revised reading of 71.2. Confidence among North American investors improved, with the North American ICI rising from 68.3 to 71.1. The European
Inverdale Capital Management (Inverdale), an asset manager focused on alternative investments, has announced a strategic partnership with Ballast Asset Management (Ballast). Ballast, founded in 2015 and led by Portfolio Manager Ragen Stienke (pictured), pursues a value-oriented, long-only strategy focused on
RWC Partners has today launched the RWC Next Generation Emerging Markets (NGEN) Fund for its established Emerging & Frontier Markets team. The fund, offered as part of the RWC Funds Luxembourg-domiciled SICAV, will be managed by RWC’s co-head of Emerging
TD Asset Management (TDAM) has launched two new alternative investment solutions for accredited investors – the TD Greystone Mortgage and Short Bond Pooled Fund Trust and the TD Emerald Private/Public Debt Pooled Fund Trust. The funds are available exclusively to
By Kevin Smith (pictured), Estera – The introduction of the Guernsey Green Fund (‘GGF’) has given both investors and managers a transparent product through which investments into green initiatives can be made. Most significantly, it effectively creates a ‘kitemark’, assuring investors
