09/07/2023
IFA firm appoints Marlborough to manage MPS range
The company expects to transfer around £50mn into the portfolios in the first six to 12 months.
Alternative Investments
09/07/2023
IQ-EQ shortlisted in the Hedgeweek & Private Equity Wire European Credit Awards 2023
The awards recognise excellence in fund performance and service provider excellence across credit funds.
09/07/2023
BlackRock expands range of iBonds ETFs in UK
Three new LSE-listed funds
09/07/2023
IA: Equity funds hit 18-month inflow high in July
£816m in inflows
09/07/2023
Woodford investors set for early 2024 payout if scheme passes
Vote deadline 4 December
09/06/2023
Golding expands successful private equity impact strategy for Article 9 investors
This expands the universe of impact funds available to institutional Article 9 investors significantly and also increases the level of diversification substantially.
09/06/2023
Calastone: Equities funds shed £1.19bn in August as money markets soak up more cash
UK equities funds once again struggled to retain money
09/06/2023
BNY Mellon launches long-term European equity fund
To be sub-advised by Edinburgh-based Walter Scott
09/06/2023
Apex Group & EDB support econnext financing
EDB provided financing for a revolving credit facility.
09/06/2023
Swiss Life increases both operating profit and net profit on a comparable basis in the first half of 2023
Operating and net profit increased on a comparable basis, fee business subdued The Swiss Life Group achieved an operating profit of CHF 836 million in the first half of 2023.
09/06/2023
Call for 'Great British Isa' to boost UK economy
The proposed Isa would take up to £5,000 a year in addition to the annual Isa allowance which would go towards listed UK equities.
09/06/2023
Pension Superfund lowers offer for SIPP firm STM
The new offer is about 5% lower than the previous offer and implies Pension SuperFund will pay around £39m rather than £41m.
09/05/2023
IFA group snaps up three UK advice firms
Taking the number of acquisitions made this year to 15
09/05/2023
Single women's pension income now 40% lower than men
Total pension income for single women is £18,825 per year on average
09/05/2023
Just Wealth portal to help brokers refer clients for advice
The new technology was developed by the company and replaces a manual email tracker system.
09/05/2023
Canadian pension buys majority stake in 7IM from Caledonia
Investment trust Caledonia is to sell its majority stake in the wealth firm for £255m, after spending £100m on 7IM in 2015.
09/04/2023
Edinburgh financial advisory firm completes management buy-out
The firm will rebrand and relocate its head office to new premises in the capital's west end
09/04/2023
Perspective announces three further acquisitions
“I have decided it’s time for me to retire soon, though will continue to be involved with the firm for a short period to ensure a smooth handover."
09/04/2023
Home REIT begins 'formal and phased' board succession process
Board to be replaced within 12-months
09/04/2023
Edinburgh advice firm bought out by management team
As part of the changes, the firm will rebrand as Seven Street Wealth and relocate its head office to new premises in the west end of Edinburgh.