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Alternative Investments

02/08/2024

‘Greatest real estate crisis since the financial crisis’: German bank alerts the market on exposure to commercial real estate

Lenders are taking increasing provisions on debt extended to property owners and developers as loans begin to sour after rising interest rates eroded the value of buildings around the world.

02/08/2024

It's make or break(up) for Abrdn

Analysts think management needs to consider more radical options than are currently on the table

02/07/2024

HL drops Jupiter, Lindsell Train and Marlborough funds in multi-asset shake-up

Funds run by Jupiter’s Ariel Bezalel and Nick Train are among long-term bets ditched by platform’s fund-of-funds team.

02/06/2024

Advised platforms record highest ever outflows in 2023

Record outflows plague advised platforms in 2023

02/06/2024

BP resets relationship with shareholders with increased share buybacks

This will boost sentiment at a time when the market has been fairly, and potentially harshly, negative on BP.

02/06/2024

IFAs should partner with international advisers as clients look abroad

Ritchie said it was important to look at the credentials of the firm as well as making sure the financial planners themselves are chartered.

02/06/2024

Managing your alternatives portfolio in a distressed market: Five things institutional investors should consider

The new economic environment also means new pressures for institutional investors as fiduciaries.

02/06/2024

Legal & General Home Finance launches API integration with the Advise Wise Platform

Legal & General Home Finance’s API link on the Advise Wise Platform will allow advisers to manage lifetime mortgage applications through its adviser platform.

02/06/2024

Defaqto launches Consumer Duty profiles

Profiles designed to help advisers meet Consumer Duty requirements

02/05/2024

2023 set to be ‘worst year on record’ for UK equity fund outflows

The investment platform said there have been over £24bn of retail outflows from UK equity funds in the last two years.

02/05/2024

DWP publishes guidance on deferred connection to pensions dashboards

It added that dashboards will also help savers to be reunited with lost or forgotten pensions and support people in better planning for their retirement.

02/05/2024

Hargreaves Lansdown red flags two funds in value assessment

Emerging market and strategic bond multi-manager funds were identified for particular issues, while HL has begun an overhaul of its fund of funds range in the last 18 months.

02/05/2024

Royal London closes £285mn global equity fund

The firm said the decision was made to maintain the integrity of the investment process following a sustained period of significant inflows.

02/05/2024

Royal London AM closes Global Equity Select fund to new investors

22.9% performance gain

02/02/2024

BBVA hosts the first meeting of the Cleantech for Iberia coalition

From BBVA we want to contribute our experience in high-growth areas such as decarbonization and innovative entrepreneurship.

02/02/2024

Octopus launches £15m Future Generations VCT fundraise

VCT managed by partner Simon King

02/02/2024

Curtis Banks to compensate Sipp client after 'miscommunication'

The adviser said the client had made financial commitments and decisions based on receiving the money on January 26.

02/02/2024

BME Growth's González: Public markets have a responsibility to plug widening SME funding gap

Value of M&A deals at 11-year low

02/01/2024

Poland's Investment Funds and Asset Management Market 2023-2025

This in-depth research publication offers a detailed analysis of the Polish investment funds and asset management sector.

02/01/2024

Property transaction figures still significantly down but hopes of an upturn prevail in 2024

The housing market has therefore been subdued, with activity slowing down considerably.

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