07/21/2022
The acquisition bolsters Imperium’s existing UK service offering of professional Trusteeship, Company service provision and full accounting and UK tax compliance capabilities.
07/20/2022
As it embarks on ‘new direction’ to become adviser firms’ CIP ‘provider of choice’
07/20/2022
Most commentary centres around what inflation will do in the short term – which gives, at best, uninteresting answers, and, more importantly, irrelevant answers.
07/20/2022
The equities funds are due to be aligned with Article 8 of the EU’s Sustainable Finance Disclosure Regulation (SFDR) on 1 August.
07/20/2022
Lower than Q3 2020
07/19/2022
It operates in a similar capacity to ‘white-label’ providers such as Seccl and Multrees, except advice firms do not need regulatory permissions.
07/19/2022
ZEDRA launches this offering as the UK pension trustee and governance services sector is undergoing significant changes and facing challenges that will require dedicated effort and investment from long term owners.
07/19/2022
AM Best expects that Lloyd’s will produce strong technical performance over the underwriting cycle, and that capital will continue to be attracted to the market.
07/18/2022
Its short interest in London stocks means it expects a further slide in share prices as inflation and interest rates bite.
07/18/2022
Irish expat in charge of Australian investment manager Plenary has a shot at winning the MetroLink tender
07/18/2022
This is the highest proportion on record, with sovereign wealth funds now owning $719 billion in private assets, substantially up from $205 billion in 2011.
07/15/2022
And while the Bank of England may be hiking rates at an almost unprecedented pace, the rates offered on cash deposits are almost certainly not going to be able to keep pace and combat the corrosive effects of inflation.
07/15/2022
The emerging markets-focused asset manager reported total assets under management of USD64.0 billion at the end of June, down 18% from USD78.3 billion at the end of March.
07/15/2022
Now it’s time for the next exciting step in that journey – to adopt the ZEDRA brand.
07/15/2022
Partners Group’s assets under management rose to $130.6bn (CHF127.9bn) in the first six months of 2022.
07/15/2022
While investment pathways are primarily aimed at customers going into drawdown on a non-advised basis, there is also a requirement for financial advisers to take them into account.
07/15/2022
According to Ivascyn: "It's hard to time an entry point perfectly, but we are becoming more constructive about interest rate levels more broadly."
07/15/2022
Principles, standards and metrics
07/15/2022
Report will not eradicate issues
07/14/2022
The data also reveals that the most popular LTV band for lifetime mortgages is 10-20% with an average of 988 mortgages sold per month since 2020.