08/14/2018
Wealth Management Challenges: Client Retention in the Digital Age
Yet many of the traditional wealth managers still question whether the inheriting generation will really want or expect different services/solutions from wealth managers.
Alternative Investments
08/14/2018
Bain offers £1.2bn to take esure private
I'm pleased to be announcing the proposed acquisition today
08/13/2018
Bridgepoint sells minority stake to Dyal Capital Partners
Group joins private equity trend of funding expansion by joining forces with peers
08/13/2018
Bruised absolute return funds are dumped by investors
Sentiment sours on a hedge fund type strategy once heralded as the future of active asset management
08/13/2018
Fairstone buys new build specialist broker
IFA consolidator firm Fairstone has purchased Wokingham-based Allensons Mortgage Advisors.
08/10/2018
Aegon acknowledges 'mountain' still to climb with Cofunds clients
'Work to be done' on service times and trust
08/10/2018
Europe ex-UK and Japan eVestment users show interest in fixed-income in July
The Advantage investment viewership data is generated through the eVestment Advantage solution and based on tracking daily eVestment user reviews of investment universes and products on eVestment.
08/10/2018
Legal & General pledges to boost UK cities as lower life expectancy gives it £400m lift
Intercity inequality has been increasing, you can see that reflected in the mortality rates," he said.
08/09/2018
LGIM inflow narrows to £14.6bn after £6bn mandate loss
Overall the asset manager's profit rose by 5% to £203 million, while management fee revenues increased from £382 million to £396 million.
08/08/2018
Asset manager refunds fees after underperformance
Neil Woodford’s Patient Capital investment trust doesn’t charge any fee unless the fund generates a return of 10 per cent in a year
08/08/2018
First Chines bank deal with Italian football club announced
The bank will also be able to offer a variety of activations and discounts through the partnership.
08/06/2018
Inverted firms ponder US return after tax overhaul
Uncertainties about President Trump’s trade policies have also prompted the conversations, the advisers said.
08/06/2018
Janus Henderson commits to London after Weil wins power battle
US-Australian asset manager denies that its centre of gravity is shifting to Denver
08/06/2018
Octopus launches £20m fundraise for Aim VCTs
Changes made to the tax regime for buy-to-let have also had an impact, forcing some investors to think about complementary tax-efficient investments.
08/05/2018
TISE attracting business from Luxembourg, Ireland
The market is also subject to the Guernsey market abuse and insider dealing laws
08/03/2018
Crux sells £25m Global fund to focus on Europe
We believe Tyndall is an ideal partner for the Global fund and for Richard Scrope
08/03/2018
€5.2bn international life insurer to be sold
French firm Apicil Group is to take over Luxembourg-based insurer OneLife in a Europe-wide expansion.
08/02/2018
Penn Mutual AM launches institutional mutual fund
PMAM chose to launch the fund as a series of the Advisors' Inner Circle Fund III.
08/02/2018
Hedge fund Man Group shares bounce after assets rise in first half
Adjusted profit before tax rose 5 percent year on year to $153 million.
08/02/2018
Chinese consortium snaps up Ireland’s oldest stockbroker
Buyout of Goodbody is latest Chinese investment in European financial services sector