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. MiFID II, which comes into effect on 3 January 2018 for all
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
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
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. IRA Financial Group’s new self-directed checkbook control solo 401(k) plan will allow participants to
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. Fund managers, Marc St John Webb and Philip Best say the management philosophy
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. Old Farm Partners was co-founded last
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
Wealth managers Rathbones and Smith & Williamson are in talks to agree a merger which will create a GBP55 billion wealth management firm. Rathbones will effectively take over Smith & Williamson as the larger firm which manages GBP36 billion, against
Nuveen has teamed with Artivest, a technology-driven alternatives investment platform, to bring alternative investments capabilities to RIAs, family offices, private banks and other financial advisers serving qualified high-net-worth investors. Advisers will now be able to use investment tools, education materials
Veteran hedge fund of funds’ manager Dixon Boardman, CEO and Founder of Optima Fund Management, has commented on how hedge funds have performed in the recent volatile market. He says: “First, the recent downdraft in equities is a long-overdue correction
