Managers of Wealth

Lincoln Financial Group’s Jen Warne Receives 2019 “Women Worth Watching” Award From Profiles in Diversity Journal

Sixth Time in Past Seven Years an Executive from Lincoln Financial Has Been Recognized

Doing well while doing good is viable investment strategy - EQ Investors Report

Faster growing than MSCI & FTSE companies – whether you look at revenues, profit growth or R&D spend, companies within the EQ Positive Impact Portfolios compare favourably with the broader market.

Schroders partners with Nuveen to expand GAIA platform

Andrew Dreaneen, Head of Liquid Alternatives, Schroders, commented: “Schroders and Nuveen both share long-standing investment traditions and the same enduring philosophy – to best meet our clients’ investment needs.

The Canadian fund happy to be a quiet high achiever

CDPQ takes a patient approach to investing in Asia where it has a staff of 40 and has invested US$30 billion in Asia

Investors should increase allocations to fixed income in Q4

Market volatility and the potential for more rate cuts means fixed income investments should offer better performance over equities for the rest of this year

UBS and Hermes team up for high yield impact fund

Hermes will offer it as a Ucits-compliant fund to European investors, while a mutual fund for US investors will be available in through Federated Investors.

Europe, the U.S. … or the Cayman Islands? Tackling the World’s Fund Barriers By Selma Lee Arch

Both of these bills were among those passed by the Cayman Islands Legislative Assembly on July 26, 2019.

Investors shrug off PE risk to tap unlisted companies

This has corresponded with changing dynamics in how companies are raising capital.

UK’s largest venture capital trust launches new fundraise

Octopus is targeting another £120 million fundraise for its flagship VCT.

CarVal Investors partnership to buy firm from Cargill

The three are responsible for strategic direction, investments and operations globally.

JPMAM launches global macro sustainable fund

The fund is a new addition to JPMAM's established suite of macro funds which have over €9bn in client AUM as of 31 July 2019.

7IM launches range of ultra low-cost model portfolios

The range of model portfolios will be rebalanced quarterly, with the flexibility to change the asset allocation at any time to ensure they are still aligned with the overall strategic asset allocation.

Legg Mason announces partnership with Cathay Financial Holdings in joint Taiwanese Venture

The partnership comes following the increasing demands of local investors for income generating funds

Mastering the operational challenges of hybrid funds by Umer Malik, SS&C

The idea of having access to both liquid and illiquid investment strategies through a single vehicle is appealing to both individual and institutional investors.

Direct Investing: Tips for Setting A Program Up for Success

Some best practices for family offices contemplating a direct-investment program.

Swiss converts firm hires Jabre Capital trio for fund relaunch

Lausanne-based group has hired the three fund managers

Only UK charity investment platform hits over £205m assets

Charities often need to invest and manage their funds smartly for the long term and the CAF platform and investment solutions can help them do that easily and cost effectively.

Vulcan Capital Expands into Asia; Opens Singapore Office

Investment returns generated by Vulcan Capital go towards Vulcan's philanthropic efforts in the region and around the world

World’s first vegan ETF prepares to hit markets

Our ETF offers them the opportunity to invest in line with their values.

Super deluxe student accommodation for wealthy parents

“True luxury … see the space where your memories will be made” boasts the developers of True Glasgow’s West End student hall.