04/06/2022
New type of estate planning service launches with holistic approach
This strategy can reduce volatility in investment returns and aims to benefit from long-term growth ahead of inflation.
Alternative Investments
04/06/2022
Citi Launches Sustainable Trade and Working Capital Loans
These new loans help Citi’s corporate, commodity, financial institution, and commercial banking clients manage their working capital needs by funding their international trade finance and day-to-day commercial activities.
04/06/2022
BlackRock scraps EM absolute return fund after it slumps to $4.5m
Strategy overseen by sector stalwarts has fallen from a peak of $125m in 2015 to an unviable level, Citywire Selector has learned.
04/05/2022
IFA hit with 9-year bankruptcy order
He was paid for services he never provided and accrued over £350,000 in debt
04/05/2022
Advice network unveils financial planning subscription service
To give clients ‘the tools they need to make better decisions’
04/05/2022
CISI launches Future Foundation
The CISI Future Foundation will offer funding to partner with existing organisations
04/04/2022
Yay! I had forgotten all about my £40K pension’
More than £19 billion is languishing in unclaimed pensions.
04/04/2022
Boutique adviser eyeing SME deals market
RMD became something of a by-word for young and rebellious anti-traditionalism that is nowadays more likely to be found in the tech and creative sectors.
04/04/2022
Morningstar downgrades ARKK ETF to ‘negative’ stance and brands Wood’s approach a ‘liability’
Morningstar's Greengold said there are few signs of improvement after "wretched" losses
04/04/2022
R&M shareholders vote in favour of takeover
Shareholders also voted for the sale of the firm’s US solutions business to Agilis for $8.6mn (£6.55mn).
04/04/2022
SimplyBiz adds firm with 32 advisers to mortgage club
SimplyBiz claims to support around 4,000 mortgage intermediaries across the UK.
04/04/2022
AJ Bell and S&P: Only 50% of sterling-denominated funds survived over last decade
Older funds charging more
04/01/2022
Average house prices rise to £265k but cost of living crisis may slow growth in future
House prices have risen once again but doubt has been cast on how long this can last
04/01/2022
How to claim £1,000 up to cashback from Halifax if you borrow money for energy efficiency improvements
Bank says it hopes scheme will encourage people to consider making their homes greener
03/31/2022
Hedgeweek announces winners of Hedgeweek European Awards 2022
The manager categories cover a wide spectrum of investment strategies and fund types
03/30/2022
FE fundinfo expands footprint on the continent
The announcement follows a period of rapid organic and inorganic growth in Europe for FE fundinfo.
03/30/2022
HSBC AM Launches Listed Infrastructure Equity Team Led By AMP Veteran
HSBC AM is strongly aligned with our commitment to delivering excellent investment returns to clients, while promoting sustainable investing
03/30/2022
Foresight Wealth Strategists buys Bury-based IFA
Adds £35m AUM
03/30/2022
Deutsche Bank successfully completes issuance of Additional Tier 1 capital instruments
The applicable interest rate will be reset at five year intervals starting on 30 April 2029 on the basis of the then prevailing 5 year Euro swap rate plus the initial credit spread of 5.692% per year.
03/29/2022
Aviva: ‘Succession advisers will decide platform fate’
When Aviva started out with its platform, ‘Aviva Adviser’, it was a “filler” or a “second platform”, according to Marsden.