01/09/2024
Loomis Sayles £1.1bn US Equity Leaders fund tops Bestinvest December buylist
Fundsmith Equity falls to fifth place
01/09/2024
Fundsmith Equity falls to fifth place
01/09/2024
When considering what is most valued by consumers who take advice, it is the personal interaction and the transfer of risk, Davy explained.
01/09/2024
Carrick has also appointed Canopius Insurance founder Michael Watson as non-executive chairman and insurance veterans Susan Canopius and Alan Waring as independent directors of the company.
01/08/2024
162 exchanged for sale
01/08/2024
Edward Sheldon takes a look at Fundsmith Equity’s recent performance as well as its stock holdings. Is it still a top fund today?
01/05/2024
Pension schemes thrive when the trustee board, sponsoring employer, and scheme’s advisers all communicate well.
01/05/2024
Each pledge is supported by commitments to deliver new product features, content and marketing initiatives.
01/05/2024
It acquired £135m AUM Colchester-based Park Lane Independent Financial Advisers Ltd which has 300 households as clients.
01/04/2024
Top for December was Royal London Short Term Money Market in recent times, which maintained poll position for the third month in a row.
01/04/2024
KBR appoints LGIM for fiduciary management mandate
01/04/2024
A record £1.13bn was invested in VCTs the 2021/22 tax year and £1.08bn invested in the 2022/2023 tax year
01/04/2024
PitchBook data shows that 2023 was the worst year for exits in more than a decade, putting pressure on private equity managers to offload assets this year.
01/04/2024
It serves diverse clients, including those in the food and beverage, recycling and waste management, transport, and finance sectors.
01/03/2024
The LMG estimates economic value of £153 million could flow from new UK captives and it would also fill a critical gap in the UK’s specialist insurance market.
01/03/2024
Charles White Thomson, CEO at Saxo UK has compiled an alphabetical list of investment terms that were prevalent throughout 2023 and that he believes can provide investment guidance for 2024
01/03/2024
More work to do to make investing more accessible and appealing
01/03/2024
The appeal of more affordable investment options, particularly fractional coins and bars, along with the digital platform DigiGold, attracted 77% of customers.
01/02/2024
Our writer just bought this insurer’s shares for passive income, but how many would he need to aim for £1,200 in annual dividends?
01/02/2024
Blanc became CEO of the insurer back in 2020, replacing Maurice Tulloch who stepped down after a year in the role.
01/02/2024
Today, you need to have a strategy to bring new business to your door completely independently of your advisers.