07/29/2019
LEBC sees 17% increase in value of pension pots
The Gender Gap does however remain, with men’s pension pots at an average of £188,545, up 14% on 2018.
Alternative Investments
07/29/2019
Prime Central London
With property listings thin on the ground, there is more competition for good quality stock.
07/29/2019
Latham Advises Arranger in US$175 Million Microfinance Securitization
Transaction opens up global capital markets for high-impact sector in emerging markets.
07/29/2019
Zurich remains ‘committed’ to IFAs amid platform sale reports
Zurich is thought to be working with HSBC to find a buyer for Zurich Intermediary, according to reports in the Sunday Times.
07/29/2019
Mirabella Group launches tied-agent service in Malta
Our considerable experience in the area, as well as our market leading knowledge of both EU and Maltese regulation, makes us well-placed to hit the ground running
07/29/2019
Aegon in frame to acquire Zurich’s client advisory platform
The Zurich site manages about £10 billion of assets compared with £60bn for Standard Life’s advisory business.
07/28/2019
Neptune funds boss Robin Geffen lines up windfall with sale to rival Liontrust
The development comes after asset manager Merian Global Investors turned down the chance to buy Neptune, which is under pressure following a string of fund manager departures and a dip in assets under management.
07/26/2019
IQ-EQ completes acquisition
This latest acquisition further strengthens the Group’s service offering in France and complements its existing Paris-based business, Equitis.
07/26/2019
UN Principles for Responsible Investing awards KBI Global Investors highest rating
KBI Global Investors boasts a long-standing commitment to Responsible Investing, dating back to the early 1980s
07/26/2019
Financial Planner to make new acquisition
Its team of six qualified advisers, aided by 12 support staff, were described as having “a wealth of experience and specialist knowledge”.
07/25/2019
Permanent TSB Group Interim 2019 Half Year Results
2019 Half Year Results for the Six Months Ended 30 June 2019
07/25/2019
Hansard International reports rise in AUM
Hansard will announce its full results for the financial year ended 30 June 2019 on Thursday 26 September 2019.
07/25/2019
Fund managers turn their focus to millennials
New funds aim to mimic millennial spending habits, while targeting them as clients
07/25/2019
Sweden's $42.3bn hedge fund industry second largest in Europe
While Sweden houses many healthy private capital markets, the hedge fund industry is the standout sector, said Preqin.
07/25/2019
British Steel adviser bought by wealth manager
Portfolio Financial Consultancy said it had been in discussions with the FCA which approved the wealth manager's bid to take on Crescent's clients.
07/25/2019
Standard Life Aberdeen denies Gilbert to leave as Lloyds deal agreed
A spokesman for Standard Life Aberdeen claimed the report that Gilbert would leave the asset manager to do focus on Revolut was “inaccurate”.
07/23/2019
Generali seals two Portuguese deals
Its offer ranges from savings and family protection policies to unit-linked policies and complex plan for multinationals.
07/23/2019
Spanish manager acquires equity specialist
The operation, which is now under regulatory approval from the Spanish market watchdog CNMV, is expected to be completed by the end of the year.
07/23/2019
Hermes inks deal with Northern Trust
Currency management’s scalable integrated operating and technology model delivers active monitoring against target hedge ratios
07/23/2019
BNP Paribas AM launches US credit multi-factor fund
All six funds in the multi-factor range integrate ESG criteria into the investment process and have an SRI certification.