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Quilter Cheviot becomes investment adviser to Old Mutual Ethical Fund 14:01 GMT Old Mutual Global Investors' (OMGI) £77 million Old Mutual Ethical Fund investment adviser will be changed to Quilter Cheviot. FCA updates rules on whistleblowing 14:01 GMT The Financial Conduct Authority (FCA) has updated its rules on whistleblowing to make it easier for individuals to raise concerns and challenge poor practice in the financial services industry.
Morgan Stanley launches philanthropy book showcasing famous clients 14:01 GMT Morgan Stanley Private Wealth Management has launched its new ‘coffee table book’ If…Stories of Philanthropy, a collection of stories from seven philanthropic clients, who together illustrate the power of giving. Liontrust reports net inflows boost 08:00 GMT Fund management group Liontrust has recorded net inflows of £117 million over the three months to 30 September 2015. Classic cars - the ultimate prestige asset 08:00 GMT LinkedIn, Old Mutual Wealth, UBS and Hearsay Social to discuss wealth management and social media 08:00 GMT Experts from LinkedIn, Old Mutual Wealth, UBS and Hearsay Social will discuss the role of social media within the wealth management sector at the third annual PAM Insight Social Media Forum next week.
Close Brothers Asset Management partners with software firm to boost risk profiling 08:00 GMT Close Brothers Asset Management (CBAM) has partnered with Synaptic Software to further enhance its risk profiling of funds and its discretionary management service. Asset managers will face increased scrutiny from tax authorities by 2020, says PwC 05/10/2015 2020 is likely to see far higher tax penalties imposed by the authorities, demanding real-time investor related tax information from asset managers and the power to carry out far more detailed tax enquiries than the current process allows, PwC has warned in a new report. Canaccord Genuity Wealth Management rebrands risk enhanced portfolio range 05/10/2015 Canaccord Genuity Wealth Management has rebranded its volatility-capped portfolios has been renamed GPS Optimized Portfolios, as part of the firm’s suite of Global Portfolio Solutions (GPS) investment range.
Heartwood launches global multi asset income fund range 05/10/2015 Multi-asset class firm Heartwood Investment Management has revealed its new global multi asset income fund range to sit alongside its total return range.
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