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Alternative Investments

12/12/2022

Property sales to fall 21% next year as mortgage arrears rise

Lenders have been cutting their interest rates of late, with Halifax making cuts of more than 100 basis points last week.

12/12/2022

Benchmark takes stake in Oculus Wealth Management

Oculus will continue to operate independently but with further support from Benchmark for the existing management team.

12/08/2022

DFMs and investment solutions — what's changed for advisers?

Focus on cost transparency and client value for money

12/07/2022

Old Mutual International Guernsey sold for £3.6m

Acquirer eyes further deals to hit its $2bn AuM target by 2025

12/07/2022

Canara Bank won Banker’s Bank of the Year Award

Canara Bank won the ‘Banker’s Bank of the Year Award 2022’’ for India segment at the Global Banking Summit held in London.

12/07/2022

EU, Apac and UK top three regions for life insurance expansion

Consolidation is a ‘trend that has not yet run its course’

12/07/2022

Swiss Life REF (CH) ESG Swiss Properties: Portfolio purchase worth around CHF 240 million

Its investment focus is on residential real estate in Swiss cities and their surrounding areas.

12/07/2022

UK equity funds leak a further £1bn in November as investor confidence tanks

Fixed income sees significant inflows

12/07/2022

Sampo eyes spin-off of life insurance, asset management business

The board will only recommend changes to the structure if clear visibility on shareholder value creation can be attained.

12/07/2022

Revealed: Gold funds set to suffer without ESG credentials

HANetf study

12/06/2022

Former Killik & Co financial planner sets up UK advice firm

Business wants to become a ‘retirement income specialist’

12/06/2022

BlackRock to launch two new PE funds after ELTIFs raise almost €1bn

€415m on recent ELTAF

12/06/2022

Young Fundpicker: Higher expected returns offer hope for multi-asset investors

'2022 has felt relentless'

12/06/2022

Selectors on Screen: Aviva Investors' Dal Mas on alternatives and learning opportunities in a crisis

Interviews with fund selectors

12/06/2022

Mercia Asset Management acquires company; profit down, dividend up

Mercia Asset Management said the acquisition adds around £415 million to its funds under management

12/05/2022

Premier Miton profit and assets under management down in recent year

More positively, assets under management had partially recovered to around GBP11.3 billion by November 25, partly thanks to net positive flows during the first two months of financial 2023.

12/05/2022

Abrdn and John Lewis announce build-to-rent partnership

Abrdn will provide the institutional investment for the programme.

12/05/2022

Perspective adds £100mn assets with eleventh deal of year

The advice consolidator topped £4bn in assets near the beginning of this year.

12/05/2022

Project management consultancy LogiKal joins Assystem

The consultancy will bolster Assystem’s infrastructure market offering, helping it to deliver UK projects relating to the country’s green transition.

12/02/2022

Blackstone and Rivean complete acquisition of Esdec Solar Group

Rivean announces completion of continuation fund

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Investec sole MLA & bookrunner on £360m AMP Clean Energy debt for Asterion & NWF

11-20-2025

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11-21-2025

No changes for Data Reporting Services Providers following ESMA’s 2025 assessment of derogation criteria

11-21-2025

Legal & General makes senior appointments

11-21-2025

CEOs’ Point of View #1: Interview with Vincent Lecomte, CEO of BNP Paribas Wealth Management

11-21-2025

Tech overload slows UK wealth managers, survey shows

11-21-2025

PRA confirms FSCS deposit limit to be increased to £120,000 from 1 December

11-20-2025

EFG to integrate BlackRock’s Aladdin Wealth™ technology into advisory platform

11-24-2025

US wealth manager enters Luxembourg in bid to create world’s largest family office

11-26-2025

Leadership transition for Lombard Odier’s activity in French-speaking Switzerland

11-26-2025

7IM partners with Cloud Direct to accelerate digital transformation and enhance the adviser and client experience

11-26-2025

Standard Chartered appointed as Digital Asset Custodian for 21shares, one of the world’s largest crypto ETP providers

11-26-2025

£100k tax trap to hit 2.3m taxpayers by 2029

11-26-2025

M&G veteran fund manager to retire after 20 years

11-26-2025

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EIF and UniCredit Bank Austria agree €360 million boost for Innovation and Sustainable business investment across Austria

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