or Create Account

Visit Public Section

Home ›
Groups ›
The Alternative Exchange ›
Recent group activity

The Alternative Exchange

Group Directory

Show me
All
Questions
Links
Blogs

Juan Romero in

Anello opens up forex account for SIPP clients

Alternative investment manager Anello Asset Management has teamed with Sipp providers to allow IFAs to use its forex managed account in clients’ Sipp portfolios. Mark Hewlett, managing partner for Anello, said its AAM Isis FX programme could be used with Pointon York, Berkeley Burke, Brooklands Pensions, the James Hay ...

Alternative investment manager Anello Asset Management has teamed with Sipp providers to allow IFAs to use its forex managed account in clients’ Sipp portfolios.

Mark Hewlett, managing partner for Anello, said its AAM Isis FX programme could be used with Pointon York, Berkeley Burke, Brooklands Pensions, the James Hay Partnership and Westerbys.

Mr Hewlett said the account provided an uncorrelated asset and a growth area for clients. He said: “A managed account has benefits over a fund as it can be accessed daily. Currency is a good place to be as if the market is played well, there is always an area going up.

“We are working closely with Sipp providers and executing brokers to offer our recently launched Mantis and Diversified Futures Programmes as Sipps in the near future, while continuing our strong performance.”

Louis Hurd, senior business development manager for Anello, said: “Speaking to some close contacts in the wealth management sector, it seemed there was a definite gap in the market for an FX manager with an emphasis on capital preservation.

“As a result we engineered our AAM Isis FX Programme, usually aimed at institutions, for investment from private individuals through their Sipps. To date, the take-up by IFAs and Sipp providers has been impressive given the volatility of the market, the non-performance of traditional investments and the uncorrelated nature of our strategy, we anticipate it to continue for the foreseeable future.”

The AAM Isis FX Programme primarily trades G10 currencies, although it will maintain limited exposure to emerging markets, when validated by AAM’s research process.
It has returned 0.55 per cent in the past three months and 1.22 per cent in the past 12 months, according to Mr Hewlett.

Mark Andrews, managing director of Manchester-based Redswan Wealth, said: “Any investment should be looked at in terms of its overall risk and reward ratio and in line with the client’s appetite for risk. Currency investment is a highly specialised area and clients should be careful about entering into uncertain grounds. It can be a particularly volatile investment.

Article courtesy of FTAdvisor

Posted 2 Years ago at 10:40

Alternative investment manager Anello Asset Management has teamed with Sipp providers to allow IFAs to use its forex managed account in clients’ Sipp portfolios.

Mark Hewlett, managing partner for Anello, said its AAM Isis FX programme could be used with Pointon York, Berkeley Burke, Brooklands Pensions, the James Hay Partnership and Westerbys.

Mr Hewlett said the account provided an uncorrelated asset and a growth area for clients. He said: “A managed account has benefits over a fund as it can be accessed daily. Currency is a good place to be as if the market is played well, there is always an area going up.

“We are working closely with Sipp providers and executing brokers to offer our recently launched Mantis and Diversified Futures Programmes as Sipps in the near future, while continuing our strong performance.”

Louis Hurd, senior business development manager for Anello, said: “Speaking to some close contacts in the wealth management sector, it seemed there was a definite gap in the market for an FX manager with an emphasis on capital preservation.

“As a result we engineered our AAM Isis FX Programme, usually aimed at institutions, for investment from private individuals through their Sipps. To date, the take-up by IFAs and Sipp providers has been impressive given the volatility of the market, the non-performance of traditional investments and the uncorrelated nature of our strategy, we anticipate it to continue for the foreseeable future.”

The AAM Isis FX Programme primarily trades G10 currencies, although it will maintain limited exposure to emerging markets, when validated by AAM’s research process.
It has returned 0.55 per cent in the past three months and 1.22 per cent in the past 12 months, according to Mr Hewlett.

Mark Andrews, managing director of Manchester-based Redswan Wealth, said: “Any investment should be looked at in terms of its overall risk and reward ratio and in line with the client’s appetite for risk. Currency investment is a highly specialised area and clients should be careful about entering into uncertain grounds. It can be a particularly volatile investment.

Article courtesy of FTAdvisor

Juan Romero in

Structured Products Survey

Having recently completed a survey across 9,000 wealth managers and financial planners the overwhelming feedback was that the vast majority were interested in Structured Products and commercial property. Which begs the question, is there a place in the market for a Structured Product linked to a commercial property index? All ...

Posted 2 Years ago at 14:47

View all comments(1)

Roger Tull There have been products in the past linked to the residential indices. The big problem with bricks and mortar investment is that it is illiquid, and we've seen retail investors stuck in ...

Juan Romero in

Isis managed FX program - results for September 2011

September: 1.8% and rolling 12 months: 14.99% Performance: From June 2006 to August 2011. Best Month = 17.16%. Average Monthly Return = 4.53%. Worst Month = -10.00%. Winning Months = 50 of 60. Losing Months = 10 of 60. Managers' Commentary: "September proved to be a very challenging month due to periods of high ...

September: 1.8% and rolling 12 months: 14.99%

Performance:
From June 2006 to August 2011.

Best Month = 17.16%.
    Average Monthly Return = 4.53%.
    Worst Month = -10.00%.
    Winning Months = 50 of 60.
    Losing Months = 10 of 60.

Managers' Commentary:
"September proved to be a very challenging month due to periods of high volatility in the currency markets.  Our model reflected this by halving usual trade sizes. The model generated two trades this month, one positive and one negative. We ended the month in positive territory but fell short of our monthly target. However, we have continued to out perform our main currency benchmark for the year.”
 
Trade 1
Model generated a buy signal. Market moved higher but failed to reach our price objective. The DSL (Dynamic Stop Loss) was above our entry level when the market fell and triggered the DSL.
 
Trade 2
Model generated a buy signal. Market moved higher but failed to reach our price objective. The DSL was below our entry level when the market fell and triggered the DSL.

Posted 2 Years ago at 12:59

Juan Romero in

Places still remaining for film premiere for financial advisers

MoliFilms Ltd Presents- drinks reception and screening of Best Laid Plans - an event for Financial Advisers MoliFilms will be hosting a drinks reception and pre-release screening of the film Best Laid Plans on Thursday 22nd September which you are welcome to attend. Best Laid Plans is the first in the MoliFilms multi-film ...

Posted 2 Years ago at 13:14

Juan Romero in

Film Premiere for Financial Advisers

MoliFilms Ltd Presents- drinks reception and screening of Best Laid Plans - an event for Financial Advisers MoliFilms will be hosting a drinks reception and pre-release screening of the film Best Laid Plans on Thursday 22nd September which you are welcome to attend. Best Laid Plans is the first in the MoliFilms multi-film ...

Posted 2 Years ago at 9:59

About

The Alternative Exchange is a premier provider of alternative investment products for wealth managers and financial planners in the UK.

The Alternative Exchange

About The Alternative Exchange is a premier provider of alternative investment products for ...
read more

15 members Public

Signup or Login to Join this Groups

Expert Members View All

Unanswered QuestionsView All

More Unanswered Question

© Total Investor 2010-2012

Powered by:

This website is for information and guidance purposes only and contains 3rd party content and some journalistic comment or tips, which should be considered in regard to your own specific and personal circumstances. Specific advice of any nature should be taken before acting on any suggestions made or information read. Nothing on this site represents any recommendation to buy or legal, tax, property and investment advice (as governed by the Financial Services and Markets Act 2000) or advice of any kind by Total Investor. Any 3rd party direct contact, advice received, tips tor purchase with professionals, service or product providers displayed, is entirely at your own risk. The value of shares and investments can go down as well as up. The FSA does not regulate Credit Cards, Will Writing and some forms of mortgage and Inheritance Tax Planning. Please note, some information displayed might be date sensitive, or apply for only a period and can change over time due to legislative, legal, accounting, regulatory or other factors. See full Terms of Business and Private Policy.

Techomedia Limited | Techomedia Ltd is registered in England, No: 6501349. Registered Address: Baker Tilly, Springpark House, Basing View, Basingstoke, Hants, RG21 4HG