The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

B2PRIME Group
B2PRIME Group, a financial services provider for institutional and professional clients, has launched a standalone business arm focused on individual traders.

The aim of B2PRIME Retail is to deliver professional-level execution, transparent pricing, and a best-in-class client experience to a broader audience, the firm said. 

Retail clients can trade contracts for difference (CFDs) across seven asset classes: foreign exchange, metals, indices, commodities, energies, cryptocurrencies and non-deliverable forwards (a form of derivative).

At the same time addition, B2PRIME has secured the DARE Licence in the Bahamas to offer regulated digital asset services, enabling the rollout of crypto spot and perpetual futures to eligible clients under the Bahamian regime (jurisdiction-specific restrictions apply).

The launch comes at a busy time for B2PRIME: In September, Dubai regulators authorised it to operate from the Dubai International Financial Centre. The entity in the DIFC is the subsidiary, B2B Prime Services MENA Ltd. The group is regulated by several authorities, including those in Cyprus, South Africa, Mauritius, and Dubai. In October, it appointed Emanuel Georgouras as chief revenue officer.

“Retail traders deserve access to the standards of reliability and transparency comparable to those that professionals enjoy, within applicable regulatory protections,” Eugenia Mykuliak, CEO and founder of B2PRIME Group, said. “With B2PRIME Retail, we are opening that experience to a broader audience, while keeping a clear separation from our institutional business.”

B2Prime Retail services are provided by the relevant B2PRIME Group entity, authorised and regulated in its respective jurisdiction. Clients under the DFSA entity are classified as Professional Clients only. 

BNY Investments
New York-headquartered BNY Investments, part of BNY, a financial services company, has launched the BNY Global Short-Dated Credit Fund.

The fund is managed by Insight Investment, a £600.7 billion ($786 billion) global asset and risk manager and the centre of expertise for fixed income within BNY Investments, with £205.5 billion under management in its global fixed income group.

The fund offers investors an alternative short-dated maturity solution to the BNY Global Credit Fund, the largest fund in BNY Investments’ product range which has been looked at by clients across UK, Europe and Asia with AUM of $3.2 billion.

“Against today’s market backdrop, clients are increasingly looking for flexible dynamic credit solutions with short-dated maturity profiles,” Gerald Rehn, head of EMEA distribution at BNY Investments, said. “Our fund has been launched in response to this demand. It provides investors with access to a global credit portfolio and the opportunity to achieve attractive risk adjusted returns and income while maintaining a lower sensitivity to interest rates.”

The fund aims to achieve a total return from income and capital growth. It invests in short-dated debt with a maturity of less than five years, and performance is measured against a one to five-year benchmark. The fund is managed by Adam Whiteley, head of global credit at Insight, along with portfolio managers Shaun Casey and Alex Schiffeldrin.

“This strategy is driven by investment grade security selection, benefitting from the diversification and wider idea generation that a global opportunity set brings” added Whiteley. “The current environment of elevated economic, policy and political uncertainty should continue to create opportunities for active managers.”

The fund is registered for sale in the UK, Austria, Belgium, Denmark, Finland, France, Italy, Germany, Luxembourg, the Netherlands, Norway, Spain, Sweden and Switzerland.

Sarasin & Partners
Sarasin & Partners, a London-based asset manager with £17 billion ($22.2 billion) invested on behalf of charities, private clients and advisors, has expanded its solutions range with the launch of the Sarasin Retirement Income strategies.

Developed in partnership with financial advisors, the new strategies are designed to help clients generate income in retirement while preserving capital in changing market conditions.

The Sarasin Retirement Income strategies comprise two approaches, natural income and structured decumulation, each offering a framework to provide clarity and confidence throughout retirement. Both strategies are managed within Sarasin & Partners’ established Model Portfolio Service, aligning to clients’ income goals as assessed by their financial advisor, the firm said in a statement.

The natural income strategy draws only from income generated by the portfolio through dividends and interest, targeting a yield of 3 to 4 per cent per annum, while keeping capital invested for growth and inflation protection helping preserve wealth over the long term, the firm said.

The structured decumulation strategy aims to provide a steady income in retirement by using three separate “pots” with varying time horizons, the firm continued. In partnership with advisors, the strategy combines short-term cash reserves, medium-term fixed income and real assets, and long-term income-producing equities. This structure helps manage volatility and support regular income over time.

Building on more than 30 years of experience managing decumulation portfolios for charities, Sarasin & Partners brings the same principles of multi-asset, multi-manager and multi-strategy to support individuals in retirement.