All news

Matrix Asia Fund expands team

Mon, 08/02/2010 - 16:03
Matrix Asia Fund has added Sam West to its team, joining Rupert Foster and David Peerless. »

Longbow launches fund investing in emerging healthcare firms

Mon, 08/02/2010 - 16:00
Venture investor Longbow Capital has launched the Longbow Approved EIS Fund, a tax-efficient investment vehicle offering investors the opportunity to invest in a portfolio of emerging healthcare, life science and wellbeing companies. »

Offshore trusts still viable for America's rich, says BNA author

Mon, 08/02/2010 - 14:22
Despite the bad press Swiss banks have recently received, offshore trusts are still viable options for America's wealthy wishing to safeguard their liquid assets, according to BNA portfolio author and Coral Gables attorney Howard Rosen. »

Osmosis lists climate ETF on London Stock Exchange

Mon, 08/02/2010 - 12:17
Osmosis Investment Management has launched an exchange-traded fund which tracks a specially created index of 100 companies, all of which derive at least 50 per cent of their revenues from products or services focused on the efficient use of natural resources and the mitigation of climate change. »

Ziegler names Tom Paprocki chief executive

Mon, 08/02/2010 - 12:00
Ziegler has appointed Tom Paprocki as chief executive officer following the retirement of John Mulherin. »

Hedge funds perform well amid business model changes

Mon, 08/02/2010 - 06:07
Fitch Ratings says the hedge fund industry performed well in quarter four 2009 and experienced a return of net new money inflows. »

Blue Sky launches fifth issue of auto-call plan

Mon, 08/02/2010 - 06:01
Structured investment firm Blue Sky Asset Management has launched the fifth issue of its Capital Accumulator Auto-Call – Dual Index Series growth plan. »

Julius Baer increases net profits by seven per cent in 2009

Sun, 07/02/2010 - 16:00
Swiss private banking group Julius Baer increased its net profits by seven per cent to CHF473m at the end of 2009, while total client assets increased by 25 per cent to CHF241bn. »

High net worth investors lack confidence in stock market

Sun, 07/02/2010 - 14:22
Nearly a year and a half after the 2008 economic meltdown more than half of high net worth Americans still lack faith in the stock market, according to a survey of CPA financial planners conducted by the American Institute of Certified Public Accountants. »

Barnaby Grist joins Cetera to lead expansion of advisory platform

Sun, 07/02/2010 - 13:02
Cetera Financial Group has appointed Barnaby Grist as executive vice president, wealth management, effective 10 February. »

National Financial Partners names senior vice president of investor relations

Sun, 07/02/2010 - 12:10
National Financial Partners, a distributor of benefits, insurance and investment advisory services, has appointed Abbe F. Goldstein as senior vice president of investor relations.  »

Highland closes CLO Value Fund I

Sun, 07/02/2010 - 12:07
Highland Capital Management, an investment management firm based in Dallas, Texas, has closed its CLO Value Fund I with a gross return of 138 per cent to its investors. »

Bandon joins Fidelity Separate Account Network

Sun, 07/02/2010 - 10:33
Bandon Capital Management has joined the Fidelity Separate Account Network, SAN, as a separate account manager. »

Pimco launches short term municipal bond strategy fund

Sun, 07/02/2010 - 10:20
Investment management firm Pimco has launched the Pimco Short Term Municipal Bond Strategy Fund, expanding its line up of actively managed exchange-traded funds covering the municipal yield curve. »

Middle East fund managers remain positive despite events in Dubai

Fri, 05/02/2010 - 06:00
While the events in Dubai during November took many fund managers in the Middle East by surprise, most are still positive on the prospects for the region, says Standard & Poor’s Fund Services in its latest annual review of the sector. »

Aegon launches global opportunities fund

Thu, 04/02/2010 - 16:03
Aegon Asset Management is launching a global opportunities fund targeting investors wanting global macro exposure. »

US Trust names Thong Nguyen west division executive

Thu, 04/02/2010 - 13:03
US Trust, Bank of America Private Wealth Management has named two senior executives to key leadership positions in the organisation. »

Research shows gulf between expectations of wealth managers and clients

Thu, 04/02/2010 - 11:51
A study by SEI has unearthed a striking disconnect between how wealth management clients’ experiences measure up against their expectations.  »

Oxford Capital offers tax relief solution for current tax year

Thu, 04/02/2010 - 10:28
Investment manager Oxford Capital says investors have the opportunity to claim income tax relief for the 2009/10 tax year by investing in its new Approved EIS Fund. »

Equity investors to see single-digit returns over next seven years

Thu, 04/02/2010 - 05:58
Driven by a slowly recovering national economy, equity investors enter the new decade with the likelihood of averaging single-digit returns and modest inflation over the next seven years. »