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Latest News - Products and Services

P1 Investment Management unveils structured product managed portfolio service

  • Published: 27 Mar 2017

P1 Investment Management, a UK-based adviser-led discretionary fund management proposition, has teamed up with CUBE Investing to introduce a new structured product managed portfolio service.. read more

Rathbones rolls out new managed portfolio service

  • Published: 24 Mar 2017

British wealth manager Rathbones has introduced a new managed portfolio service for customers of financial advisers, effective from 3 April 2017.. read more

Goji unveils diversified P2P lending proposition

  • Published: 23 Mar 2017

Peer-to-peer lending platform (P2P) Goji has rolled out a diversified P2P lending bond for financial advisers and wealth managers in the UK.. read more

InvestCloud unveils new platform for robo advisers

  • Published: 22 Mar 2017

California-based fintech firm InvestCloud has launched a new solution, dubbed Emerald, for robo advisers and hybrid wealth managers.. read more

Downing unveils investment trust

  • Published: 22 Mar 2017

Downing, a UK-based investment management firm, has launched its first investment trust focused on the micro-cap space in the UK.. read more

Industry veterans launch new private office in London

  • Published: 22 Mar 2017

Owl Private Office (Owl), a new advisory service for families and endowments founded by three industry veterans, has formally commenced operations in Westminster, London.. read more

Kasikorn partners Eastspring to launch new Asian fixed income fund

  • Published: 22 Mar 2017

Kasikorn Asset Management has joined forces with Eastspring Investments to co-manage a new Asian fixed income fund to be launched in Thailand.. read more

BNY Mellon partners with Maybank to launch new Asia small-cap fund

  • Published: 21 Mar 2017

BNY Mellon Investment Management has partnered with Maybank Asset Management, a subsidiary of Malaysia-based Maybank, to jointly launch new Asia small-cap fund.. read more

Bridgehouse partners Morningstar to launch managed investments program

  • Published: 20 Mar 2017

Bridgehouse Asset Managers, a Canadian independent investment platform, has joined forces with Morningstar Associates, an affiliate of the Morningstar Investment Management group, to introduce a new managed investments program.. read more

T. Rowe Price rolls out new digital investment management solution

  • Published: 20 Mar 2017

Baltimore-based asset manager T. Rowe Price has rolled out a new digital discretionary investment management solution featuring actively managed mutual funds to help investors meet their long-term retirement savings goals.. read more

Australian Unity launches trustee business to target middle income Australians

  • Published: 17 Mar 2017

Financial services group Australian Unity has launched a new trustee company to provide estate planning and trustee services to middle income Australians.. read more

CI Institutional Asset Management rolls out new global real estate fund

  • Published: 16 Mar 2017

CI Institutional Asset Management has collaborated with CBRE Global Investment Partners to unveil a global real estate fund for high net worth investors and smaller institutions in Canada.. read more

Charles Schwab launches new hybrid advisory service

  • Published: 15 Mar 2017

Charles Schwab has announced the broad availability of its new hybrid advisory service, dubbed Schwab Intelligent Advisory, which clubs live credentialed professionals and advanced technology.. read more

Collins teams up with Implemented Portfolios for IMA solution

  • Published: 9 Mar 2017

Australian financial planning firm Collins SBA has selected Implemented Portfolios (IP) to create a bespoke individually managed account (IMA) solution for its clients.. read more

Morgan Stanley Wealth Management unveils sustainable investing model portfolios

  • Published: 7 Mar 2017

Morgan Stanley Wealth Management has added two sustainable investing model portfolios to its Investing with Impact Platform.. read more

Investec Wealth & Investment launches two risk-mandated portfolios

  • Published: 3 Mar 2017

Investec Wealth & Investment, a UK-based private client wealth management firm, has rolled out a new structured product service that will allow customers to choose between the two portfolios based on their personal circumstances, risk appetite and investment objectives.. read more

Wells Fargo Advisors to launch new digital advice platform

  • Published: 1 Mar 2017

Wells Fargo Advisors (WFA), the brokerage arm of US banking group Wells Fargo, has unveiled plans to introduce its new robo-advisory platform, Intuitive Investor, to target young investors.. read more

Invesco Perpetual unveils new emerging market bond fund

  • Published: 28 Feb 2017

UK-based investment firm Invesco Perpetual has rolled out a new global emerging market bond fund aimed at investors looking for income and capital growth over the medium to long term.. read more

Wells Fargo Asset Management rolls out new USD investment grade credit fund

  • Published: 28 Feb 2017

Wells Fargo Asset Management has introduced a new USD investment grade credit fund that will invest in dollar-denominated credit debt securities at the time of purchase.. read more

PIMCO introduces its first interval fund

  • Published: 23 Feb 2017

American investment management firm PIMCO has launched its first interval fund, called PIMCO Flexible Credit Income Fund.. read more


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