04/25/2023
Launching a fund: top 5 considerations
Many of the managers ZEDRA works with already have significant fund experience based on careers in private equity, investment management firms, or hedge funds.
Alternative Investments
04/25/2023
FTSE in red as UK borrowing soars, but below forecast
FTSE 100 slips back below 7,900 as UK borrowing jumps to its second-highest level since records began, although not as high as expected, providing hopes for tax cuts.
04/25/2023
Axa Investment Managers launches first ETFs on Six exchange
Two of the products are actively managed Article 8 funds.
04/24/2023
The role of alternatives amid macro uncertainty
Investors used to add alternatives to their portfolios for their return potential when interest rates were low, but they now have more flexibility to achieve their financial goals, given the improved return outlook of high-quality fixed income.
04/24/2023
DFM targets 150% AUM growth within three years
The total assets under management of the business now sits at £400mn, with £300mn managed on a discretionary basis and another £100mn of legacy money - some of which is in VCT and EIS accounts, and some of which continues to be managed b
04/24/2023
Kelso Group increases its stake in THG amid takeover rumours
New independent director
04/21/2023
LGIM partners with Verisk Maplecroft to develop sovereign ESG index funds
'Thousands' of indicators
04/21/2023
Number of top-performing funds increases fourfold in Q1 2023
Columbia Threadneedle survey
04/21/2023
First close announced for BlueOrchard/Luxembourg blended finance fund
The GEIF is seeking investments from institutional investors in a portfolio of funds targeting sustainable and impact investments in climate mitigation, climate adaptation, and the protection of water and biodiversity.
04/21/2023
Holborn Financial buys Maidstone-based IFA
Cook is the principal of IFA firm Gary Cook Financial Services which is based in Maidstone, Kent.
04/21/2023
Champion Geneva IAM shuns Euro bank stocks over regulation
NS Partners’ Pierre Mouton won a Citywire award for the global blend equity asset class.
04/20/2023
Redress for Woodford Equity Income Fund investors
The final redress figures will be based on investors voting to approve the scheme.
04/20/2023
Subdued start to year for AJ Bell as platform inflows fall
AJ Bell’s chief executive Michael Summersgill described it as a “slightly subdued start to 2023” but noted that it gained strong momentum in the run up to the tax year end.
04/20/2023
IFS launches review of pension system in new report
The IFS has said that a review of pensions needed to happen now to give people a chance of “avoiding a future that looks much worse than the present”.
04/20/2023
CII launches five-year plan to attract more members and fix legacy issues
The first phase this year will address legacy systems issues and focus on returning the CII to a surplus position after the pandemic.
04/19/2023
Allianz puts N26 stake up for sale at steep discount
German insurance group values smartphone bank at as little as $3bn
04/19/2023
Ascot Lloyd launches adviser academy
The Academy is part of Ascot Lloyd’s strategy to grow a strong base of talent and to give individuals the development and support they need to succeed in the financial advice industry.
04/19/2023
Boutique changes fund focus to family enterprises for ex-LOIM manager
The European equity fund morphed into a European family enterprise fund.
04/19/2023
The risk-dampening powers of global bonds
Viable alternatives to hedged bonds
04/18/2023
Factris lands €50 million funding line from Aegon Asset Management
These 2022 results far surpassed expectations for a year marred by the economic consequences of the ongoing war in Ukraine, Brexit, trade wars, sanctions, record inflation, and rapid interest rate hikes.