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| | | ... experience with personal investment advice and ID verification, and will also offer clients dynamic risk management and stock selection. The platform will also boast more than 30 ethical and portfolio filters for customization, and will also offer clients ... |
| | | | A senior index manager and his friend were charged for insider trading by the Securities and Exchange Commission for reaping over US$900,000 in illegal profits off trades made with prior knowledge of stocks that would be added to or deleted from an ... |
| | | | Retail superannuation funds provided by AMP and OnePath continue to charge high fees and deliver poor returns for members, the latest Fat Cat report shows. For the sixth year in a row, AMP continued to dominate robo-adviser Stockspot's Fat Cat list ... |
| | | | Sanlam Private Wealth says it has terminated its agreement with Eight Investment Partners. In January 2019 the two entered a strategic support agreement, with Sanlam to provide middle office services to 8IP, which was founded in 2009 by Kerry Series. ... |
| | | | Watermark Funds Management's chief operating officer has left for a similar role at another boutique. Tim Bolger is joining Alium Capital Management as its chief investment officer. Alium runs two strategies: a market neutral fund and public-to-private ... |
| | | | ... company's share price could more than double over the next few years, which is why it's also a key portfolio holding." Bell's stock selection is heavily focused on investing in owner-managed businesses; those that have skin in the game, which he believes ... |
| | | | ... Kingdom, and the United States. Other than Gamba and Wilton, the board of governors comprises of Marshall Bailey (UK, London Stock Exchange Group), Alex Birkin (UK, EY), Robert Bruner (US, University of Virginia), Dan Fasciano (US, BNY Mellon), Margaret ... |
| | | | A Brisbane Aussie equities boutique has launched an income-focussed strategy as an unlisted managed trust, after running it as a separately managed portfolio for 13 years. DNR Capital's Australian Equities Fund is managed by DNR's chief investment ... |
| | | | ... return to normal profitability. "The pandemic led to a slump in various sectors of the economy and it was evident under the stock markets. The crisis generated massive instability and high volatility in global capital markets," it said. "The financial ... |
| | | | Investors in global equities should expect 4.9% in annualised returns over the next five years, which is lower than historic averages, according to Northern Trust's annual asset class return predictions. Northern Trust every year publishes its expectations ... |
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