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Investment strategies

  • Kames adds two to fixed income team 09 October 2015

    Kames Capital has appointed Juan Valenzuela and Timothee Pubellier to its fixed income team.

  • LSE sells Russell Investments to TA 09 October 2015

    The London Stock Exchange Group is selling Russell Investments, the asset management business it acquired last year via its $2.7bn buyout of index compiler Frank Russell, to private equity group TA Associates for $1.15bn.

  • State Street launches two new Select Sector ETFs 09 October 2015

    State Street Global Advisors has debuted two new Select Sector SPDR ETFs - the Financial Services Select Sector SPDR Fund and the Real Estate Select Sector SPDR Fund - the first additions to the Select Sector range in 17 years and expanding it to 11 ETFs.

  • Man GLG tech fund to close as managers move on 09 October 2015

    Man GLG has announced that it will close its £193m ($296m) Technology Equity fund, with the two managers responsible for it preparing to leave in pursuit of other opportunities.


Corporate strategy

  • UKAR treasury mandate awarded to SunGard 08 October 2015

    UK Asset Resolution, the holding company combining the UK government-owned firms Bradford & Bingley and NRAM, has adopted SunGard’s Ambit Treasury Management system in an effort to consolidate the two businesses’ treasury and risk infrastructure.

  • Brookfield creates BBP spin off 08 October 2015

    Brookfield Asset Management plans to place all of its business services and industrial operations into a new Bermuda-domiciled entity – Brookfield Business Partners (BBP).

  • National advice firm launched by Old Mutual Wealth and Intrinsic 02 October 2015

    Old Mutual Wealth and Intrinsic have announced the launch of a new national advice business called Old Mutual Wealth Private Client Advisers, to be led by managing director Nigel Speirs.

  • Barclays expands Scottish team with private banking duo 01 October 2015

    Barclays Wealth & Investment has made two private banking hires to support the bank’s growth plans in Scotland.

Wealth management


  • Central Bank of Ireland publishes simplified UCITS rules 08 October 2015

    The Central Bank of Ireland (CBI) has published an updated set of requirements for UCITS funds, consolidating and simplifying its current guidelines into a single document.

  • MiFID II prompts Deutsche Börse to partner with REGIS-TR 02 October 2015

    Acting in response to the implementation of MiFID II reporting requirements in early 2017, Deutsche Börse and the European trade repository REGIS-TR have announced a joint initiative to offer joint transaction reporting services covering the new regulation.

  • Esma releases Mifid technical standards 29 September 2015

    The European Securities and Markets Authority (Esma) has released the final regulatory technical standards for MiFID II

  • The margining maze 28 September 2015

    New US regulation will require most users – including hitherto unaffected buy side firms – to post initial or variation margin on non-cleared derivatives. Is the market ready for change or will managers exit and use other options for mitigating their risk exposures? By Dave Simons



  • Sitting on collateral 28 September 2015

    As new regulatory demands for collateral posting begin the pro-ETF collateral lobby is growing. Are investors sitting on a largely untapped collateral source? The development of ETF filters looks set to provide the answer. By Tanzeel Akhtar

  • London calling 25 September 2015

    Signs are that in 2016 the export of the multi-asset fund concept from London to the US market will boom. Sophisticated multi-asset is an innovation and not just a repackaging of traditional balanced funds. But given the last innovation out of London was ABS, should investors be wary of Londoners bearing gifts? By Ceri Jones

  • The art of noise 25 September 2015

    Big data and cognitive computing are reshaping investment management – particularly in the ESG sector. But it needs to complement, not replace, traditional investment processes. By Hendrik Bartel, CEO and co-founder of Insight 360

  • Cruel summer 25 September 2015

    UK pension schemes have suffered during the volatility of the last quarter and are subtly changing their attitude to investment – in some cases from beta to unconstrained. By Alastair O’Dell

Insurance asset management

  • JP Morgan expands dedicated insurance client team 15 September 2015

    JP Morgan Asset Management has announced Stephen Lummert’s appointment as head of insurance advisory for Germany & Austria within its Global Insurance Solutions (GIS) team.

  • Solvency II - benefit or burden? 30 July 2015

    Solvency II is viewed by many insurers and their asset managers as an administrative burden. But Rudyard Ekindi, head of investment solutions, equity, Unigestion, outlines a potential upside - a framework for more efficient investment decision making.