Wealth Adviser Newsletter

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NEWSLETTER | 27 Mar 2020

Studying the form

The violence of the market falls at the end of February and the sheer volatility of early March has left everyone a little winded and we now have new think pieces, research, and advice flooding in from all corners.

Our features this week include a piece with StyleAnalytics whose CCO Damian Handzy reports that good active managers consistently outperform passive funds through downturns, a finding that is even more pronounced during times of market dislocation. Their study looked at performance against the Russell 1000 index over the past 25 years. Given that passive investment is supposed to mirror the index, not beat it, this seems a likely finding.

Over at Wealthinity, Taras Rybak, co-founder and Head of Investment Solutions of Fusion Asset Management believes that digitalising the wealth management sector will come through evolution, not revolution. The process will be more gentle, he says.

Other news comes from Boodle Hatfield who finds that super rich families are increasingly stepping into a private equity role, often for passion investments.

Voting is still open for the Wealth Adviser awards. All the information you need is here.

Beverly Chandler
Managing Editor, Wealth Adviser

Companies in this issue
Boodle Hatfield
BlackRock
Quilter
Style Analytics
Wealthinity

Truelytics offers new free emergency continuity solution for existing clients

Thu | 26 Mar 2020, 13:45

Truelytics, a B-to-B Enterprise SaaS company serving the wealth management industry, is inviting its independent broker-dealers, RIAs, and individual financial advisors to access the firm's emergency continuity solution, TrueContinuity, free of charge to existing enterprise clients, and a greatly reduced rate to new clients, for the remainder of 2020 in response to the growing fears of the potential impact of the COVID-19 (coronavirus) outbreak.

Thu | 26 Mar 2020, 13:45

Research from private wealth law firm Boodle Hatfield reveals that ultra high net worth people (UHNW) are increasingly taking the lead role in UK private equity deals.

Thu | 26 Mar 2020, 13:45

A new research paper from factor-based portfolio management tool provider, StyleAnalytics, finds that active managers outperform broad markets during market downturns.

Thu | 26 Mar 2020, 13:45

Taras Rybak (pictured), Co-founder of Wealthinity and Head of Investment Solutions of Fusion Asset Management believes that digitalising the wealth management sector will come through evolution, not revolution.

Thu | 26 Mar 2020, 13:45

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 19-26.03.20

Thu | 26 Mar 2020, 13:45

With the global coronavirus crisis still causing challenges for the global financial sector, there’s just a single ETF launch to report on this week, a new iShares ETF from BlackRock on Xetra and Börse Frankfurt providing investors with access to corporate bonds with a focus on sustainability.

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