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Alternative Investments

12/09/2024

Skerritts expands UK footprint with four acquisitions and launches new brand, Shackleton

Headquartered in London, Shackleton will operate as a single, nationwide financial advice firm, with 17 offices in major cities and towns across the UK.

12/09/2024

Exploring the role of alternatives in a multi-asset portfolio

James Giblin echoed this sentiment, adding that while many managers still heavily concentrate on traditional asset classes, there are missed opportunities in the realm of alternatives.

12/09/2024

Tavistock eyes acquisitions as it switches focus to asset management

The total payment for this deal is expected to be linked to its financial performance over the next five years

12/06/2024

Advisers ‘not doing enough’ to attract next generation of clients

While this is marginally down from the 63% seen in November 2023

12/06/2024

Aviva agrees to buy Direct Line in £3.6bn deal

The deal sees 129.7 pence per Direct Line share in cash

12/06/2024

St James’s Place rejoins FTSE 100

It recently hit the headlines having elected to wind down £1.8bn of property funds

12/06/2024

Average house price rises to record level as mortgage pressures ease

This increase follows a period of market stagnation and reflects a rebound in buyer activity, which has been supported by declining mortgage rates and greater market stability.

12/06/2024

Stifel downgrades Scottish Mortgage over 2025 growth concerns

Analyst Iain Scouller drops his positive rating for the Baillie Gifford flagship after its post-US election rally, believing many of its growth stocks are priced for perfection.

12/06/2024

Tavistock eyes major partnerships in push to be like Hargreaves Lansdown

Tavistock CEO Brian Raven says he wants to build an investment business like the direct to consumer giant as the firm discusses potential future buys.

12/06/2024

Equities bear the brunt of anticipated Budget tax rises in October outflows - IA monthly retail stats release

All asset classes saw outflows, with equity funds bearing the brunt with £4.2 billion in outflows.

12/06/2024

AIFMD 2: What impact will the EU’s harmonised loan origination rules have on the private credit sector?

AIFMD 2 is likely to have a significant impact on direct lending in Europe

12/05/2024

The EBA amends the supervisory reporting framework for investment firms

Following the amendments introduced in the CRR3, it was necessary to update the references included in the ITS for reporting of investment firms.

12/05/2024

UniCredit expands partnership with Blackstone to bring institutional-quality private equity to its wealth clients in Italy

Pan-European lender continues to enhance offering for individual clients

12/05/2024

Quilter advice network welcomes five new firms

Quilter Financial Planning has announced that it has welcomed five new appointed representative firms to its advice network.

12/05/2024

Bridges strengthens commitment to UK social impact with new investment vehicle

The fund has been seeded with assets from Bridges Evergreen.

12/05/2024

Average investor holds too much in cash, study finds

Wealth managers need to focus on behavioural alpha to help investors avoid losses

12/05/2024

Pershing Square quits Amsterdam to save cash

The £8bn US hedge fund run by Bill Ackman abandons Euronext after 10 years, preferring to concentrate on its listing in London.

12/04/2024

"Swiss Life 2027": higher targets for fee results, return on equity and cash return to shareholders

The corporate program "Swiss Life 2027" focuses on customers, advice and operational efficiency.

12/04/2024

Zurich acquires AIG’s global personal travel business, becoming a leading travel insurer

The transaction makes Zurich one of the largest travel insurers globally.

12/04/2024

Crispin Odey’s hedge fund says ‘hunting, trapping’ now its principal activities

Odey Asset Management has updated its principal activities to ‘hunting, trapping and related service activities’

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