| | 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
| | ADVERTISEMENT | | | | | | | | | | Syntoniq brings behavioural finance to clients worldwide | | 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.” |
| | | | | | | | | | | | | | | | ADVERTISEMENT | | | | | | | | | | 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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