Wealth Adviser 12/12/19 Newsletter

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NEWSLETTER | 13 Dec 2019

Welcome the second-generation private office

We bring you an interview with Eighteen48 Partners this week, a new wealth manager, founded by three partners, Julien Sevaux, Tarek AbuZayyard and Edward Clive, who describe their new business as the next generation private office. Sevaux says: ““The second-generation investment office is where you have greater investment capability in terms of direct investments. In our case it is on the public and private side.” The new firm is targeting the ultra-wealthy with a minimum investment of GBP10 million, with a high number of professional investors and business people.

We also have an interview with Prasad Ramani, founder and CEO of Syntoniq the launch of my3B, a behavioural finance assessment designed by Syntoniq to evaluate an individual’s approach to financial decision making. Take the test, I say. I have and found it fascinating.

Employee benefit firms, insurance companies and wealth managers and financial advisers are the target audience for using the test to reveal how much financial knowledge clients have and also their approach to risk and decision-making.

Finally, our In My Opinion this week comes from Scott McKenna from ETF Logic who takes a peek at how investors can gain exposure to holiday shopping through ETFs.

Beverly Chandler
Managing Editor, Wealth Adviser

Companies in this issue

Eighteen48 Partners

JP Morgan

LGIM

MicroSectors

Syntoniq

Eighteen48 Partners explains its high conviction, long-term and direct investing approach

Tue | 10 Dec 2019, 10:43

With a minimum investment of USD10 million, the recently launched Eighteen48 Partners might not be the investment office for everyone. However, its approach – high conviction, long term and with direct investments - could provide the rest of us with a glimpse into the future of wealth management.

Mon | 9 Dec 2019, 16:59

January sees the formal launch of my3B, a behavioural finance assessment designed by Syntoniq to evaluate an individual’s approach to financial decision making. Prasad Ramani, founder and CEO of the firm, explains that his background lay in 20 plus years of quantitative finance, during which he tried to take the emotions out of investment decisions and jokingly says, “failed miserably.”

Wed | 11 Dec 2019, 10:14

Regal Assets, a specialist in helping investors and retirees invest in precious metals, cryptocurrencies, and other alternative assets, is launching RA Wealth Partners, its official partnership platform for financial advisors, retirement planners, wealth managers and other financial professionals who help advise and/or manage client portfolios.

Mon | 9 Dec 2019, 10:13

The senior tranche of a new securitisation of loans originated through Zopa has been rated AAA, the first ever pure P2P securitisation to achieve a AAA rating at issuance.

Mon | 9 Dec 2019, 10:11

Although currently a number of countries in Latin America face political and economic uncertainty, the long term growth prospects for the asset and wealth management industry remain strong, according to a new report published by PwC and Sura Investment Management.

UK general election campaign drives strong inflows to UK equity funds

Fri | 6 Dec 2019, 10:40

Equity funds enjoyed their strongest inflows of 2019 in November following months of pessimism, according to the latest Fund Flow Index from global funds network Calastone.

Global ETF launches 05-12.12.19

Thu | 12 Dec 2019, 10:41

In a quiet week for new launches, REXShares expanded its MicroSectors line-up with a new ‘joint’ venture, the first leveraged (2x) cannabis-linked ETP in the US, plus a non-leveraged version too. Elsewhere, JP Morgan debuted a new emerging markets sovereign bonds ETF on Xetra, while LGIM partnered with index provider Foxberry to launch a new responsible investment fund…

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