12/28/2023
Team Asset Management buys financial planning firm
It specialises in offering savings and retirement planning, insurance cover and mortgage and loan services to its Jersey client base.
Alternative Investments
12/28/2023
A year of re-balancing in the prime London lettings market
Tom Bill, head of UK residential research at Knight Frank looks back at how the capital's prime lettings market performed over the year and what might be in store for 2024.
12/28/2023
LTA changes will keep advisers busy in 2024
At last month's Autumn Statement the government confirmed it would be scrapping the LTA from early April, ignoring pleas from the industry for more time to prepare.
12/27/2023
Why 2023 was a momentous year for the pensions industry
Another theme from the past year was the desire of the government to get pension funds invested more ‘productively’.
12/27/2023
International buyers advised to snap up bargains in London's prime property market in 2024
With a UK election looming, a small increase in available properties and the prospect of higher prices beyond next year, estate agents are advising 'buy now while stocks last'
12/27/2023
Veteran asset manager hits out at VW’s ‘flawed’ governance
Bert Flossbach blames dominance of two controlling investors for share price underperformance at Europe’s largest carmaker
12/27/2023
Bargain hunt: Which firms were swiped from London’s markets this year?
In total, 38 firms have either completed deals or waived them through.
12/22/2023
Phoenix Group exploring how AI can help vulnerable clients
it is important to use technological developments such as AI and virtual reality to improve training and understanding about the customer journey.
12/22/2023
Polen Capital takes charge of Somerset Capital Management's UK funds
A Somerset Capital spokesperson emphasized that this move aims to ensure the "continuity of investment process and fund objectives.
12/21/2023
Londonmetric mulls takeover of Alton Towers owner could ‘create one of the UK’s largest listed landlords’
Londonmetric has performed well in recent months
12/21/2023
Virgin Money adds pension product to its platform
Virgin Money is also helping customers combine existing pensions into one.
12/21/2023
Vanguard launches managed pension
It comes a year after the firm launched its managed stocks and shares Isa.
12/21/2023
Polen Capital takes over Somerset Capital Management's UK funds
Portfolio managers to move
12/20/2023
Janus Henderson Backs Gildan’s Former CEO in Escalating Power Struggle
The London-based investment firm with £252.5 billion ($319 billion) in assets under management said it owns about 4.2% of Gildan.
12/20/2023
Activist Investor Steps Onboard at UBS
The Swedish financial investor has high hopes for its venture.
12/20/2023
Key themes from EXPO REAL 2023 are proving prescient
These successful fundraisings have been weighted towards well-proven investment managers and strong thematic business cases.
12/19/2023
LondonMetric Property in talks to acquire LXi REIT
£6.4bn in combined assets
12/19/2023
The average cost of retail investment products declines but significant differences across EU Member States remain
In this annual report ESMA finds that the average costs of investing in key EU retail financial products has declined by the end of 2022.
12/19/2023
The TRADE predictions series 2024: Foreign exchange, the regulatory impact
Participants across Liontrust Asset Management, BidFX, OSTTRA, and Integral explore the not so silent elephant in the room, T+1 settlement and its impact on foreign exchange, and more.
12/19/2023
Advisers say there are 'barriers' to serving lower-value clients
Advice is in high demand with firms seeing increase in new client enquiries