Wealth Adviser Newsletter

Not displaying correctly? View this email in your browser

NEWSLETTER | 03 Apr 2020

All by myself…

It can be tough times for wealth managers and financial advisers who are now suddenly working from home for clients who are stressed and anxious as markets peak and fall around them. Step in a number of firms who are offering free analysis – a shout out to Style Analytics – or reduced price software support in these interesting times.

How to invest going forward is also a challenge and Quilter offers seven pillars of investment wisdom in this issue, while a survey from Finantix and WealthBriefing suggests that whatever the wealth manager does, at the very least it has to be communicated well.

Finally, hot news on the etfLIVE event in May. This will now run from 19-21 May in a digital format with live panel sessions, networking opportunities and booths – all the fun of the usual conference fair, without having to leave your sofa. More information for would-be delegates and sponsors can be obtained from Nigel Tolentino nigel.tolentino@globalfundmedia.com, or follow this link to register.

Beverly Chandler
Managing Editor, Wealth Adviser

Companies in this issue
Finantix
Lyxor
Quilter
Style Analytics
WealthBriefing

Citimark Partnership acquires financial planner Trigon

Thu | 2 Apr 2020, 13:53

Citimark Partnership, an adviser to private clients, trustees and corporates, has acquired the financial planning arm of pension consultancy and actuarial firm Trigon.

Thu | 2 Apr 2020, 13:53

Factor and analytical tool provider Style Analytics is offering its equity factor performance reports and a flash portfolio factor analysis free of charge for three months, in a move designed to help all investors navigate today’s volatile markets.

Thu | 2 Apr 2020, 13:53

Wealth technology provider Finantix, in collaboration with WealthBriefing, has published part two of its ongoing research series into the future of wealth management, entitled ‘Defining - and Delivering - Personalised Client Engagement’.

Thu | 2 Apr 2020, 13:53

Danny Knight, head of investment directors at Quilter Investors, has published a list of seven principles of investing through volatile times that he recommends people should look to stick to.

Global ETF launches 26.03-02.04

Thu | 2 Apr 2020, 13:53

In another predictably quiet week for ETF launches, Lyxor was ‘on-trend’ with the debut of a new suite of ‘ecosystem’ funds designed to be consistent with the carbon emission reduction targets of the Paris Agreement of 2015. Lyxor says the ETFs, which track MSCI's Climate Change indices, provide investors with access to European, US, Emerging Markets and World equity exposures in a 'simple, transparent and cost-effective way'.

About | Disclaimer

Unsubscribe me from the list