10/06/2023
Why DEI efforts fail: The importance of proper diagnosis and robust follow up
Despite this, progress appears slow.
Alternative Investments
10/06/2023
Seven key lessons for schemes thinking that transacting with an insurer is the solution
Trustees need to make sure that investments are aligned to derisking goals and reflective of their current position.
10/05/2023
Novia assets dip despite increase in customer numbers
It put down the reduction to a “challenging year for investors, following global market volatility”.
10/05/2023
Link Fund Solutions rebrands Odey AM and Brook AM funds following transfer
Investment manager change
10/05/2023
Why do advisers turn clients away?
Some people are turned away by advisers because they want to choose their own investments, which could fly in the face of the advice given.
10/05/2023
Apex Group completes acquisition of MJ Hudson
Apex Group successfully closes acquisition of MJ Hudson business units in Ireland, Luxembourg and Channel Islands.
10/04/2023
ABN AMRO discloses preliminary outcome of capital requirements for 2024
The increase mainly reflects improvements required in the area of BCBS 239 compliancy and the internal rating-based approach.
10/04/2023
abrdn completes sale of $4bn US private equity and venture capital business to alternatives boutique
Sold to HighVista Strategies
10/04/2023
ARC Indices Estimates for September 2023
Nine months into 2023, real returns remain elusive for Sterling investors, with all risk profiles falling behind inflation while in other currencies
10/04/2023
APRIL Group CEO Eric Maumy Unveils Ambitious Growth Plans at UK Broker Conference
The APRIL Group has demonstrated unwavering confidence in the potential of the international private medical insurance (IPMI) market
10/04/2023
Ruffer sets out rationale for first ever buyback following 'disappointing' performance
150,000 shares
10/03/2023
Financial services firm joins Quilter Select Protection Panel
Granting them access to 3,000 advisers in Quilter’s advice network
10/03/2023
Waystone and KB Associates successfully conclude merger
These acquisitions represent significant milestones in the company’s history as it continues to strengthen its market position.
10/03/2023
MPS Allocators Q4 2023: Ep 3 – The ‘sad’ demise of the UK
In the third episode of MPS Allocators, sadness is expressed about the UK’s loss of its lofty status in global equity markets. If you have a value tilt, though, the UK is still in vogue.
10/02/2023
Merger sparks Evergreen Financial Planning launch
The business will remain part of the Advice Partnership from M&G Wealth Advice.
10/02/2023
Allspring Global Investments launches third climate transition fixed income fund
Article 8 strategy
10/02/2023
Hurst Point Group completes Helm Godfrey acquisition
The acquisition, which was first announced in May, will bring Hurst Point’s total assets under advice and management to approximately £5bn.
10/02/2023
Artemis’s assets fall below £25bn as outflows continue
The UK fund boutique reported a sharp decline in assets under management and revenues for 2022, before losing multiple mandates this year.
09/29/2023
Future Life Wealth Management crowned a regional winner in BCC Chamber Business Awards 2023
The company has achieved outstanding growth since it was established by Jillian in 2009, with the firm working for a constantly increasing number of high and ultra-high net-worth individuals.
09/29/2023
IQ-EQ shortlisted in Private Equity Wire and Hedgeweek European Emerging Manager Awards 2023
The awards ceremonies take place in London on 8 and 9 November respectively.