Nassau Financial Group’s Post

Pitching to UK wealth giant Progeny? Here's what you need to know. The advice consolidator is growing. Assets in PROGENY ASSET MANAGEMENT LIMITED will hit £5bn by 2025, it is launching a Ucits multi-asset fund range for a European outpost and plans to launch segregated mandates too. It's CIO, Ian Hooper revealed what it wants to see from the asset management firms and individual fund managers it works with. PLUS: he shares the firm's latest asset allocation views and some tactical portfolio changes. Read now on Citywire Selector's distribution page. #funddistribution #wealthmanagement #citywireselector #assetmanagement #howtopitch https://lnkd.in/eHqqSH4B

Catch Bateleur Capital at the #GlacierInvestmentSummit in the Free state on Friday morning. Promises to be an interesting discussion on Agriculture & Policy.

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Head of OP Group’s wealth management arm Hanna Porkka and CEO of Asset Management Tuomas Virtala talk to AMWatch about the recent market turbulence and the company’s plans to develop its fund range. “We expect the markets to remain nervous and volatile for some time but still see this as a temporary glitch as there is no significant evidence to expect a recession any time soon in the US," Virtala says. #assetmanagement #assetmanager #fundmanagement #fundmanager #mutualfunds #sustainableinvesting #marketturbulence #nordic #finland #institutionalinvestors #equities #bondfunds #fixedincome #stockmarket #wealthmanagement

The INVL Partner Global Real Estate Fund I, an open-ended fund for informed investors by INVL Asset Management, the #leading #alternative #asset #manager in the Baltics, aims to attract additional #investor #funds. The INVL Asset Management fund invests in #real #estate funds in the US and Western Europe managed by Brookfield Asset Management, one of the world’s largest real estate management companies. The fund’s units will be distributed from 5 June by INVL Financial Advisors, the financial brokerage company that owns the INVL Family Office brand. The minimum investment amount in this fund is USD 145,000. Read more: https://lnkd.in/dCPvfPaC #leading #alternative #asset #manager #investor #funds #realestate

The 2000s have been marked by the proliferation of investment outsourcing and dozens of DFM MPS providers coming to market. It has become over saturated and an almost homogenised way of managing client portfolios. Its no surprise to hear that advisers are looking to innovate and take back some of the ownership of their investment propositions. Conflicts of Interest, whether implicit or otherwise, have always had the potential to exist in Financial Services - Commission, shoehorning, co-manufacturing, distributor influenced funds, even adviser as platform vertical itengration and other types of JVs. The key question is the intent behind any action. If it’s a subversive way to capture more bps margin and for a DFM to control retention of assets then rightly this makes observers nervous. Especially if the solution looks uncannily like the off-the-shelf DFM product. But consumer duty and post RDR regulation is designed to see through these business models and they will be short lived. If they are created to develop tailored solutions catering for an advisers’ target market, to allow the firm to have more influence on their centralised investment proposition, and any conflicts of interest are properly disclosed, monitored and mitigated, then this model could bring much needed differentiation to a very crowded market.

Tatton Asset Management's joint ventures with Becketts Financial Services and Niche Private Clients are shaking up the crowded Model Portfolio Services (MPS) market. But as our Platforms Director Amira Norris highlights, the real test is whether these ventures deliver true customisation or simply aim to capture more revenue. With Consumer Duty and regulation tightening, transparency and tailored solutions are more crucial than ever. If done right, this model could deliver much needed innovation in a competitive landscape. Read the full article in Citywire. Link in the comments 🔽 #WealthManagement #DFM #MPS #FinancialServices

The INVL Partner Global Real Estate Fund I launched in January this year by INVL Asset Management, the leading Baltic #alternative #asset #manager, raised an additional USD 3.075 million. This time #investments in the open-ended fund for #informed #investors were made by a total of 13 investors. The INVL Asset Management fund invests in real estate funds in the US and Western Europe managed by Brookfield Asset Management, one of the world’s largest real estate management companies. An offering of the fund’s investment units ran from 6 March to 31 May (inclusive), organized by INVL Financial Advisors, the financial brokerage company that owns the INVL Family Office brand. The minimum investment amount in this fund is USD 145,000. Read more: https://lnkd.in/gCsNyssu #invl #alternative #asset #manager #investments #informed #investors #familyoffice

What makes mutual funds a great investment? Victoria, a Senior Fund Analyst at Afrinvest Asset Management shares 3 reasons why you need to add mutual funds to your investment portfolio. Download Optimus by Afrinvest and select from our range of expertly managed Naira and Dollar mutual funds to grow your wealth today. Visit optimus.ng to get started. #OptimusbyAfrinvest #mutualfunds #Afrinvest #Investing