03/21/2023
Lindsell Train welcomes Bill Gates and Warren Buffett buying trust’s stocks
Nick Train says recent share purchases in Heineken and Diageo are a good sign
Alternative Investments
03/21/2023
Two UK equity Investment Trusts to consider for both income and capital growth
This is a significant outperformance of the AIC UK Equity Investment Trust benchmark 17.5% return.
03/20/2023
INVL Partner Global Infrastructure Fund I raises an additional USD 1.675 million from investors
A total of 112 investors have put money in the fund, which invests in member states of the Organisation for Economic Co-operation and Development (OECD).
03/20/2023
Perspective expands footprint with three acquisitions
This deal added a further 70 households as clients and £37m in AUM to the group. Ian J Hunt Chartered Financial Planners became part of Perspective’s Oxfordshire office.
03/20/2023
Advisers are ‘waking up to VCTs’
VCTs are investment vehicles that were set up to promote investment in small UK businesses that meet certain criteria.
03/17/2023
Budget: Pension cheer but maximising investment allowances remains key
Making pension savings more appealing can only be a positive for long-term investors.
03/17/2023
Aubrey Capital partners with German asset manager Aramea
The partnership will enable Aubrey to work closely with Aramea and its subsidiary company Punica Invest to offer the necessary support and expertise to distribute Aubrey's suite of products successfully.
03/17/2023
Macquarie Asset Management and MAPFRE acquire a multi-let office property in London’s ‘Square Mile’
Featuring flexible floorplates, a large attractive reception and new end-of-trip facilities, the building is fully leased to tenants in the technology, banking and finance, professional services, and restaurant sectors.
03/16/2023
Irish banking sector 'in good stead into the future' - BPFI
He was speaking as European bank shares fell further today, dragged down by wider concerns about the health of the global banking system.
03/16/2023
Octopus Group initiates redundancy risk as it reshapes sales team
Some 16 sales managers and business development managers have been told their roles are at risk, and encouraged to apply for 12 newly-created positions.
03/16/2023
Aviva: Opportunities in cash
Our 2023 liquidity outlook
03/15/2023
London-headquartered investment firm unveils Cayman Islands offering
Following demand for its services in the region
03/15/2023
MPS use of active funds declined in 2022
The second half of last year also saw a 12 per cent drop in platform MPS sales among IFAs, with £22.5bn sold.
03/15/2023
Odey reopens European hedge fund - reports
Odey European, the company's flagship hedge fund, will now start to accept new investors again, according to an investor letter reported by Financial News.
03/15/2023
abrdn Latin American Income trust proposes liquidation
Cash proceeds returned to shareholders
03/15/2023
Howden buys Liechtenstein broker
Howden Switzerland established operations in 2021 and has grown to include 75 employees across seven offices in Zurich, Bern and Zug.
03/14/2023
Advanta Solutions adds £65mn in AUM with adviser deal
This deal marks Advanta’s sixth acquisition in the past 18 months and adds £65mn in assets.
03/14/2023
Abrdn confirms closure of Bruce Stout fund
The 120 funds initially placed under review accounted for about £7bn of assets under management.
03/14/2023
Hundreds of millions in child trust funds not claimed
Those in low-income families or in local authority care received an additional £250.
03/14/2023
ZEDRA completes rebranding of AlleyBe Group
These include private wealth solutions, accounting and financial reporting services, tax compliance, asset protection and estate planning, fintech services as well as advisory services for marine and aviation structures.