News by: Emma Dunkley

How Rathbones is using smart beta

by Emma Dunkley on May 24, 2012 at 14:12

Elizabeth Savage, research director at Rathbones, discusses how the firm uses structured products and the main points to consider when selecting exchange traded funds (ETFs).

Swip head of UK rates to exit for Middle East

by Emma Dunkley on May 24, 2012 at 13:40

Graeme Troy, head of UK rates at Scottish Widows Investment Partnership, is leaving the firm to embark on a new career in the Middle East.

Catley Lakeman launches bespoke index-tracking arm

by Emma Dunkley on May 24, 2012 at 13:23

Catley Lakeman is launching bespoke delta one securities, offering wealth managers the ability to tailor their own index-based investments.

Barclays to launch structured products platform

by Emma Dunkley on May 24, 2012 at 13:06

Barclays is launching its online pricing and execution platform ‘Comet’ into the UK market, to allow wealth managers to transact their structured products business more efficiently.

BlackRock teams with UniCredit for fund of ETFs

by Emma Dunkley on May 24, 2012 at 12:46

BlackRock’s exchange-traded fund (ETF) arm iShares has partnered with UniCredit Private Banking for the launch of a fund of ETFs in Europe.

Alpha or beta for recession-hit UK

by Emma Dunkley, Annabelle Williams on May 24, 2012 at 12:22

As the UK plunges into a double dip we analyse whether an alpha or beta strategy will serve you best for these uncertain times.

Threadneedle gov't bond boss Fitzsimmons exits

by Emma Dunkley on May 24, 2012 at 11:06

Quentin Fitzsimmons, head of government bonds and foreign exchange at Threadneedle, is leaving the firm after nearly nine years to take a career break.

BlackRock’s Morton joins Henley to lead growth push

by Emma Dunkley on May 23, 2012 at 12:14

Henley Investments, a private equity property company, has appointed Jeff Morton as chief investment officer.

La Mondiale rolls out UK wealth manager services

by Emma Dunkley on May 23, 2012 at 07:56

La Mondiale Europartner has unveiled its wealth management service in the UK, offering a range of RDR-ready investment portfolios and services for high net worth clients.

Fitch's Japan downgrade is 'not a game changer'

by Emma Dunkley on May 22, 2012 at 13:44

The downgrade of Japan’s sovereign credit rating by Fitch is a ‘surprise’ although it is ‘not a game changer,’ according to Capital Economics.

FSA bans ‘dishonest’ and ‘cavalier’ broker

by Emma Dunkley on May 22, 2012 at 12:07

The watchdog has banned the self-appointed insurance broking director Derek Wright from undertaking regulated work in the financial industry.

Cazenove to enhance reporting across multi-manager range

by Emma Dunkley on May 22, 2012 at 12:03

The asset management firm plans to unveil enhanced reporting across its multi-manager range to provide advisers with the same high level of service offered in its discretionary unit. 

Axa IM launches Smart Beta bond strategies

by Emma Dunkley on May 21, 2012 at 14:48

The firm has launched a series of Smart Beta corporate bond strategies, offering low-cost credit exposure without the drawbacks of market cap-weighted indexes.

FSA fines ex-UBS advisers £1.3m for rogue trading

by Emma Dunkley on May 21, 2012 at 12:06

The Financial Services Authority is fining former UBS advisers Sachin Karpe £1.25 million and Laila Karan £75,000 for not being fit and proper in relation to unauthorised trading scheme.

Why is Barclays selling its $6.1bn BlackRock stake?

by Emma Dunkley, Dylan Lobo on May 21, 2012 at 11:28

Has the combination of regulatory pressure and the European debt crisis forced Barclays to sell its 19.6% stake in the asset management firm?  

SimplyBiz launches discretionary service via Verbatim

by Emma Dunkley on May 21, 2012 at 10:38

Verbatim Asset Management, the financial planning arm of SimplyBiz, has launched a discretionary service which brings together four top wealth firms.

Ex-Barclays Wealth MD Dugan to lead Coutts' Asia push

by Emma Dunkley on May 21, 2012 at 10:06

Coutts has appointed Gary Dugan, a former managing director at Barclays Wealth, as chief investment officer for Asian and the Middle East.

FSA gives thumbs up to landmark residential property fund

by Emma Dunkley on May 18, 2012 at 10:25

Hearthstone Investments has received approval from the Financial Services Authority to launch the UK’s first regulated residential property fund.

Volcker rule could divide US and Europe fund industry

by Emma Dunkley on May 18, 2012 at 10:05

The Volcker rule could prohibit major US banks doing any derivative trades with European Ucits funds, if the regulator's proposals remain in their current form, a top lawyer has warned.

Former Close team launches fund duo for new boutique

by Emma Dunkley on May 17, 2012 at 15:12

The former senior executives from Close Asset Management have launched a new investment management business called Time, with a raft of new funds and services in the pipeline.

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