10/02/2023
Merger sparks Evergreen Financial Planning launch
The business will remain part of the Advice Partnership from M&G Wealth Advice.
Alternative Investments
10/02/2023
Allspring Global Investments launches third climate transition fixed income fund
Article 8 strategy
10/02/2023
Hurst Point Group completes Helm Godfrey acquisition
The acquisition, which was first announced in May, will bring Hurst Point’s total assets under advice and management to approximately £5bn.
10/02/2023
Artemis’s assets fall below £25bn as outflows continue
The UK fund boutique reported a sharp decline in assets under management and revenues for 2022, before losing multiple mandates this year.
09/29/2023
Future Life Wealth Management crowned a regional winner in BCC Chamber Business Awards 2023
The company has achieved outstanding growth since it was established by Jillian in 2009, with the firm working for a constantly increasing number of high and ultra-high net-worth individuals.
09/29/2023
IQ-EQ shortlisted in Private Equity Wire and Hedgeweek European Emerging Manager Awards 2023
The awards ceremonies take place in London on 8 and 9 November respectively.
09/29/2023
Fidelity: Investing for the new higher-for-longer regime
In general, higher interest rates are a drag on equity performance because they make it more expensive for corporates to raise capital.
09/28/2023
Commerz Real and Bosch Building Technologies cooperate at data platform for digital building management
The platform focuses on the user needs of various interest groups of a property; from owners, through service providers, to tenants.
09/28/2023
Nucleus completes acquisition of Curtis Banks, creating £80bn adviser platform group
Bringing together Nucleus and Curtis Banks creates a leading retirement focused adviser platform
09/28/2023
Hansard Global Results
Dividend maintained in challenging year for new business
09/28/2023
STM : Unaudited Interim Results for the six months ended 30 June 2023
Successful implementation of new client interest sharing policy
09/28/2023
Artemis loses DFM mandate to Oberon after Edelsten retirement news
Oberon Investments becomes the new manager of Margetts’ £43m Tempus Growth Portfolio following the retirement of Simon Edelsten from Artemis.
09/27/2023
New Best Funds List revealed: Bestinvest names the funds favoured by its investment research teams
Featuring 129 funds, ETFs and investment trusts carefully chosen by our research teams, the latest List can help DIY investors narrow down the options from the vast range of choices
09/27/2023
PFS launches ESG course for advisers
The course has been introduced in response to greater scrutiny from regulators and increased interest from clients about sustainable investments.
09/27/2023
Foster Denovo acquires Chartered IFA adding £220m AUA
Wade Financial brings six advisers and ten support staff
09/26/2023
Aviva to acquire AIG’s UK protection business
This acquisition brings significant strategic and financial benefits to Aviva.
09/26/2023
Advisers launch Kingston-based practice for HNW clients
It is tailored to successful professionals over the age of 50 and those recently bereaved.
09/26/2023
Financial Planner Life launches independent adviser academy
It will be aimed at anyone who wishes to join the financial planning profession – from graduates to second careerists.
09/26/2023
M&G announces £286m buy-in transaction with the Northern Bank Pension Scheme
The transaction was referenced in M&G’s half year results last week and is the pension scheme’s second with PAC, following a previous pensioner-only buy-in completed in 2015.
09/26/2023
FTSE steady as higher-for-longer rates worry global markets
With little data expected to blow away worries about the impact on high interest rates, concerns are set to linger, holding back gains for stocks.