11/29/2023
Ninety One introduces emerging market transition debt strategy
In implementing this strategy, Ninety One will collaborate with various companies across emerging markets to support their transition activities.
Alternative Investments
11/29/2023
René Benko's Signa Holding capitulates
Now the Austrian real estate investor René Benko's holding company has also filed for insolvency.
11/29/2023
Scottish Widows partners with Moneyhub on an app for clients
The firm said the functionality will lead to a more holistic and personalised view of a customer’s finances, giving them one complete view all within one app.
11/29/2023
ii fund spotlight: Scottish Mortgage investment trust
ii research team fund analysis
11/28/2023
AJ Bell launches Money Market MPS with no AMC
To address the market demands for cash-like returns
11/28/2023
Fairey Associates buys Norfolk-based planning firm
The acquisition adds over £100mn of assets and brings Fairey Associates’ assets under management to approximately £450mn.
11/28/2023
Troy Income & Growth opts to merge with STS Global Income & Growth
Managed by Troy Asset Management
11/28/2023
abrdn China to merge with Fidelity China Special Situations
To create £1.2bn investment trust
11/27/2023
Blackstone to acquire Civica from Partners Group
The company's services include workflow automation, risk and compliance, workforce management, financial management and data analytics.
11/27/2023
ESG fund managers who bet big on tech are worried about blowback from ‘AI systems going rogue’—and talking about a ‘kill switch’
The ESG investing industry may be more exposed to such risks than most, after taking to tech in a big way.
11/27/2023
PFS celebrates 100 new chartered and fellow members
PFS chartered status is recognised by peers and those seeking advice as a symbol of technical competence and public commitment to professional standards.
11/27/2023
AJ Bell enters money market MPS club
It becomes the latest firm to launch a money market MPS, following the likes of Tatton and Elston.
11/27/2023
Pictet makes first direct private equity investment
The firm hired a specialist direct private equity team last year.
11/24/2023
Shropshire businesses inspired by Nottingham Forest and England legend
Over 100 clients and contacts of a Shropshire accountancy firm had the chance to meet one of England’s most highly-regarded football defenders at a special charity event.
11/24/2023
Perspective adds £205mn AUM with Chelmsford-based firm
Perspective now has 500 staff, 38 local offices and 140 financial planners, a third of whom are qualified to chartered level or above.
11/24/2023
JTC to acquire Blackheath
The transaction is subject to various closing conditions and final regulatory approvals and is expected to complete during Q1 2024.
11/24/2023
Seccl and Moneyinfo team up to launch client onboarding integration
Throughout the process, the integration will connect to Moneyinfo’s customisable workflows – allowing advisers and clients to be notified of completed steps via its adviser desktop and mobile app.
11/24/2023
Allianz to write more outwards reinsurance from captive re unit
Reinsurance for third-party clients contributes just over 1/3 of segment revenues.
11/24/2023
PP Investment Awards 2023: The winners
Awards recognise asset managers over a broad range of specialisms
11/23/2023
Acquisition of Responsible Life and Responsible Lending
The acquisition will enable Royal London to support Responsible Group to continue delivering innovative later life solutions and scale the provision of later life lending in what it believes will be a growing market.