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Alternative Investments

07/24/2023

MPs call for Treasury to set out clear plans on EIS and VCT extension

Uncertainty is ‘a risk to investment’

07/24/2023

UK financial planning firm becomes employee-owned

18 staff members now retain 60% of the company

07/21/2023

BNP Paribas AM to launch ESG world and infrastructure ETFs on Irish platform

The French asset manager will mirror its existing ETFs on its ICAV

07/21/2023

AJ Bell customers and AUM climb in Q3

Number of customers up 2%

07/20/2023

DWS launches Xtrackers ETFs on equity factors with ESG criteria

The Xtrackers MSCI World Factor ESG UCITS ETFs offer investors exposure to various equity factors, including value, momentum, quality and minimum volatility.

07/19/2023

Ocado nudges towards profitability but remains unloved by UK investors

The business is getting there with profitability, and if it pushes further into the US the opportunity is huge.

07/19/2023

The best private equity and alternative asset advisers for ultra-high-net-worth individuals in 2023

Welcome to the Spear’s ranking of the best alternative asset advisers for ultra-high-net-worth-individuals in the UK

07/19/2023

How the latest UK inflation figure impacts your personal finances

Inflation has eased to 7.9%

07/19/2023

UK listed company profit warnings rise for seventh consecutive quarter

Highest Q2 total in three years

07/18/2023

Zurich Launches Embedded Insurance Solutions

The suite will support end-to-end customer experience, including quotes, purchasing, servicing, and claims.

07/18/2023

State Street Global Advisors to manage UK firm's two new funds

Foster Denovo will offer ‘broader investment options’ to its advisers

07/18/2023

Marco Capital buys Kelvin Re

Humboldt Re, Marco’s 100% owned Guernsey subsidiary, is the acquiring entity.

07/17/2023

BlackRock expects ‘trillions’ in bond fund investments

Plus, chief executives divided on UK pension reforms, government borrowing costs and Luxury and Power at the British Museum

07/17/2023

Europe, equity income and cash: The themes on investors’ minds in 2023’s opening half

In 2022, the sector accounted for 3.63% of research in the Investment Association universe but this climbed to 4.46% in 2023’s first half.

07/17/2023

Pension dashboard delay provides time to improve services, experts say

The best dashboards will provide easy routes for savers to find out what they need to know and make sense of the data they are being shown

07/14/2023

Investors withdraw £360mn a week from Royal London funds

The UK equity exposure has hurt the firm in other areas, its Large Cap UK equity fund has shrunk by about £500mn over the past 12 months.

07/14/2023

SEI Announces Acquisition of National Pensions Trust and Strategic Partnership with XPS

Deal Supports Long-Term Business Growth and Enhanced Member Outcomes

07/14/2023

Bellevue Asset Management: Advisers are our bridge to retail investors

The funds have identified 21 areas which can improve patient care and lower care costs.

07/14/2023

EQT AB (publ) Half-year report 2023

Management fees increased by 63%, which was partly o­ffset by a decrease in carried interest

07/13/2023

Rising popularity of European bond ETFs as providers adapt

While concerns about liquidity persist, European bond ETFs are seeing increased innovation.

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