12/01/2023
Family Offices – Launching an Investment Fund
This guide considers the benefits of using Jersey or Guernsey and explores the key steps needed to launch an investment fund within your family office.
Alternative Investments
12/01/2023
Maven Capital Partners expands EIS offering with acquisition of Newable Ventures
The acquisition will boost Maven's plans to expand its activities into direct Enterprise Investment Scheme investments.
11/30/2023
RM Infrastructure Income proposes new investment objective as part of managed wind-down
Minimum management fee
11/30/2023
AVI launches Ucits versions of Global and Japanese trusts
Asset Value Investors is launching an open-ended version of its flagship £1.4bn Global trust, alongside a version of its smaller Japanese-focused trust.
11/29/2023
Impact investing can align with fiduciary duty, research shows
Biodiversity is gaining importance, findings revealed, signalling a broader scope of impact investing among UK pension funds.
11/29/2023
Ninety One introduces emerging market transition debt strategy
In implementing this strategy, Ninety One will collaborate with various companies across emerging markets to support their transition activities.
11/29/2023
René Benko's Signa Holding capitulates
Now the Austrian real estate investor René Benko's holding company has also filed for insolvency.
11/29/2023
Scottish Widows partners with Moneyhub on an app for clients
The firm said the functionality will lead to a more holistic and personalised view of a customer’s finances, giving them one complete view all within one app.
11/29/2023
ii fund spotlight: Scottish Mortgage investment trust
ii research team fund analysis
11/28/2023
AJ Bell launches Money Market MPS with no AMC
To address the market demands for cash-like returns
11/28/2023
Fairey Associates buys Norfolk-based planning firm
The acquisition adds over £100mn of assets and brings Fairey Associates’ assets under management to approximately £450mn.
11/28/2023
Troy Income & Growth opts to merge with STS Global Income & Growth
Managed by Troy Asset Management
11/28/2023
abrdn China to merge with Fidelity China Special Situations
To create £1.2bn investment trust
11/27/2023
Blackstone to acquire Civica from Partners Group
The company's services include workflow automation, risk and compliance, workforce management, financial management and data analytics.
11/27/2023
ESG fund managers who bet big on tech are worried about blowback from ‘AI systems going rogue’—and talking about a ‘kill switch’
The ESG investing industry may be more exposed to such risks than most, after taking to tech in a big way.
11/27/2023
PFS celebrates 100 new chartered and fellow members
PFS chartered status is recognised by peers and those seeking advice as a symbol of technical competence and public commitment to professional standards.
11/27/2023
AJ Bell enters money market MPS club
It becomes the latest firm to launch a money market MPS, following the likes of Tatton and Elston.
11/27/2023
Pictet makes first direct private equity investment
The firm hired a specialist direct private equity team last year.
11/24/2023
Shropshire businesses inspired by Nottingham Forest and England legend
Over 100 clients and contacts of a Shropshire accountancy firm had the chance to meet one of England’s most highly-regarded football defenders at a special charity event.
11/24/2023
Perspective adds £205mn AUM with Chelmsford-based firm
Perspective now has 500 staff, 38 local offices and 140 financial planners, a third of whom are qualified to chartered level or above.