04/17/2025
Five financial planning firms achieve chartered status
Chartered status is a symbol of technical competence and signifies a firm’s public commitment to professional standards.
Alternative Investments
04/17/2025
ASML disappoints with order book as Nvidia takes a hit
The share price has derated of late and given this uncertainty this is understandable, but with the guidance in place it is difficult to assess if ASML looks cheap or expensive right now.
04/17/2025
Euro area monthly balance of payments: February 2025
In portfolio investment, euro area residents’ net purchases of non-euro area equity increased to €199 billion in the 12 months to February 2025, up from €73 billion one year earlier.
04/17/2025
HALO Invest unveils investment research tool
HALO Global offers the chance to explore more than 35,000 companies and “empowers people to make well-informed investment decisions”.
04/17/2025
Information supplied to investors to be simplified under plans to boost investment
The FCA said in its first CCI consultation that it would follow up on draft rules about consequential changes to other Handbook materials and draft transitional provisions or amendments to the transaction costs.
04/17/2025
Impact investing in private markets is on the rise but beware ‘impact-washing’
Bfinance's Sarita Gosrani considers the implementation aspects of impact investing in private equity, private debt and VC
04/16/2025
Zurich joins CIExpert Income Protection Insight Zone
CIExpert’s Income Protection Insight Zone offers advisers a ‘birds-eye’ view of all policy options.
04/16/2025
Reassured taps into behavioural science to boost customer experience
The broker said invaluable insights from the research have been fed into the second phase, which is a review of all post-sale communication.
04/16/2025
MicroBank contributes to the creation of 32,245 direct jobs in 2024 in Spain through support for entrepreneurs, 13% more
The same report indicates that the prospects are optimistic for 46% of employers, as they plan to increase their number of workers throughout 2025.
04/16/2025
Vincentian Diaspora Embraces Investment Opportunities in SVG
Vincentians In The UK Pleased With Invest SVG Outreach Programme
04/16/2025
Söderberg & Partners invests in four IFA firms
This firm advises on over £775mn of clients assets and has over 70 employee owners.
04/16/2025
CII awards chartered status to six firms
“We look forward to working alongside these firms to deliver excellent client service.”
04/15/2025
Seven Q1 acquisitions ‘and more in the pipeline’ for Corbel Partners
Its goal of having 250 advisers by the end of 2026
04/14/2025
TSC Real Estate advises Threestones Capital Eurocare IV Fund on the acquisition of the Timmendorfer Strand senior residence
The property, with 154 apartments and 24 additional day care places, is located in an excellent location within Timmendorf near Lübeck.
04/14/2025
EBRD extends risk cover to Raiffeisen Bank Ukraine to enable EUR 100 million for energy investments
Transaction contributes to EBRD’s energy security support efforts in Ukraine
04/14/2025
New Development and Asset Management Venture Launched by Ex-Thackeray Group Directors, Backed By SevenCapital
It will initially target assets between £5m and £30m, across multiple sectors, including commercial, residential, student accommodation, retail, hospitality and leisure.
04/14/2025
Ashmore Group: Third Quarter Assets Under Management Statement
Emerging Markets performed well over the three months to 31 March
04/14/2025
Institutional investors expand private market allocations
Within these sectors, investors are targeting digital infrastructure
04/14/2025
Benchmark buys remaining minority stake in £4bn Oculus network
The Oculus model focuses on establishing new advice firms for advisers looking for an environment in which to deliver a high-quality advice proposition.
04/11/2025
New CII report says Boards and senior leaders must ‘walk the walk’ to improve outcomes for vulnerable customers
The report highlights ‘significant training gaps’ across the profession, particularly for non-frontline staff, who are often overlooked in vulnerability strategies.