07/07/2023
UK-based private equity firm sets up family office
To provide HNWs with a more ‘strategic approach’ to their investment and taxation strategies
Alternative Investments
07/07/2023
Key ESG funds failing to deliver value at LGIM
The Future World Sustainable range was under particular scrutiny in the value assessment as the poor returns of some funds saw performance targets dialled back.
07/07/2023
Key ESG funds failing to deliver value at LGIM
The Future World Sustainable range was under particular scrutiny in the value assessment as the poor returns of some funds saw performance targets dialled back.
07/06/2023
18% of over 55s to pass tax-free cash from pension to loved ones
Men more likely to do so than women
07/06/2023
The basics of bonds
With signs that bonds might bounce back, we’ve created a refresher on what bonds are, their characteristics and their position within portfolios.
07/06/2023
Seccl launches drawdown Sipp
It provides advisers who use Seccl-powered platforms with a flexible way of supporting their decumulation clients.
07/05/2023
La Banque Postale and Aegon extend their partnership in asset management
The partnership extension comes at an exciting time for LBP AM as it completes the acquisition of La Financière de l’Echiquier.
07/05/2023
Swissquote Launches New Investment and Saving Solution
The new solution offers up to 2% interest on cash deposits.
07/05/2023
DWP launches online Midlife MOT for older workers
Minister for Employment, Guy Opperman, said he would encourage older people in particular to see what the midlife MOT can offer them.
07/05/2023
Standard Life completes £1 billion buy-in transaction with Chubb Pension Plan and Chubb Security Pension Fund
Having prepared well, and being willing to move quickly, the Trustees were able to ensure a favourable outcome for their members.
07/05/2023
‘Investors are nervous’: Money market fund inflows highest since Covid crash
UK investors and allocators pumped nearly £1.4bn into bond funds and cash proxies last month, according to Calastone.
07/04/2023
£500m funding deal for LendInvest plc
PropTech's backers already include Barclays Bank, BNP Paribas, Citi, HSBC, JP Morgan, Lloyds, National Australia Bank and Wells Fargo
07/04/2023
Quilter Investors ups income forecast for Monthly Income range as portfolios beat estimates for third year running
This forecast follows a successful previous year for the range where income delivered came in ahead of estimates.
07/04/2023
EdR targets CHF 600m for new real estate debt vintage
EdR expects such products to benefit from banks withdrawing from commercial real estate financing.
07/04/2023
SCOR Investment Partners launches subsidiary in Switzerland
The asset manager is active in the insurance-linked securities (ILS) space, with catastrophe bond funds and other strategies focused on collateralized reinsurance opportunities.
07/04/2023
Emerging market banks remain attractive despite developed market banking turmoil
Generally a positive picture
07/03/2023
LISA reform required ahead of Consumer Duty ‘foreseeable harm’ rule
Quilter calls on government to reduce LISA penalty and require enhanced warnings on direct sales
07/03/2023
Italy's top insurers, banks strike Eurovita rescue deal
Insurers Generali, Intesa Sanpaolo Vita, Poste Vita, UnipolSAI and Allianz will set up a new company that will take on Eurovita life insurance policies.
07/03/2023
Consulting industry heading for 13% growth in 2023
Looking ahead, the industry body expects the double-digit growth for consultants in the UK to continue through 2023.
07/03/2023
Eden Park IM partners with Hymans Robertson
Investment services provider will sub-manage the Eden Park’s Brunel range