08/05/2020
Fairstone secures £400m in latest acquisition
Mr Hartley added: "We are delighted to complete the final acquisition of Chiltern House, having worked closely with them throughout the integration phase.
Alternative Investments
08/05/2020
Phoenix Group shakes up savings business
The creation of business units for the Open business reflects this focus and will ensure that the needs of each customer group are catered to specifically.
08/05/2020
PK Group Completes Trotman & Co Acquisition
The Trotman team has significant experience in taxation which complements PK Group’s existing tax, financial planning and wealth management businesses.
08/04/2020
AAM completes rebrand of Kames Capital
Operating under a single brand will also allow us to be more responsive to the changing markets and the evolving needs of our investors, ultimately ensuring that our client proposition and service remains best-in-class.
08/04/2020
Prime Capital launches Liquid Alternatives Credit fund of funds
At the same time they provide attractive expected returns, mostly due to underlying complexities.
08/04/2020
Euronext completes the acquisition of VP Securities
Euronext’s tag-along offer to acquire the remaining shares in VP Securities will remain open until 31 August 2020.
08/04/2020
The dawn of the hedge fund era
While some strategies managed better than others, on the whole the sector fell short of expectations.
08/04/2020
Apex Secures Middle Office Mandate for ETF Provider
This new partnership allows Tabula to benefit from Apex’s extensive experience of servicing ETFs and best-in-class technologies to enhance its operating model, reduce risk and minimise costs.
08/04/2020
Amundi’s second-quarter results bolstered by ETFs
There was a “sharp recovery” in net flows for medium/long-term investments from institutional investors in Q2. €4.6 billion flowed into these strategies
08/03/2020
Hill Oldridge joins John Lamb
The firm’s dedicated team combines specialists in equity release, insurance underwriting and broking.
08/03/2020
Amati UK Smaller Companies Fund first to be added to Hargreaves Lansdown 'Wealth Shortlist'
The Shortlist, designed to help investors build well-balanced and diversified portfolios, enables investors to cut through the wide range of funds available to UK investors
07/31/2020
BlueOrchard announces strong first half year impact and results amid Covid-19 pandemic
The Principles represent a standard for impact investing.
07/30/2020
Assets plunge and performance losses rise at Man Group during ‘challenging time’
In earnings released on July 30, Man Group reported a negative investment performance of $5.4bn while net outflows rose to $1.2bn
07/30/2020
Small advisers to weather storm of rising costs
“The same was said during [the Retail Distribution Review] and 2008-09 financial crash. But the small business sector has not disappeared.”
07/29/2020
ASI takes control of ex-Barnett trust in ‘rare’ merger
Mergers and acquisitions in the investment trust space are rare, with only a handful to occur over the past decade.
07/28/2020
Adviser turns to acquisitions after hiring spree
Towards the end of last year Progeny also launched a tax arm in a bid to bring financial planning, investment management, private and corporate legal counsel and tax services together under one roof.
07/28/2020
Latest Green Fund launch reflects further growth in Guernsey’s sustainable finance sector
The fund is structured with a co-investment ‘side car’ allowing it to scale up if larger investments are available.
07/28/2020
TPT Retirement Solutions Selects Charles River for Portfolio Management and Risk
“In addition, investment process automation and analytical tools also reduce both operational and portfolio risk and increase efficiency in the front and middle office.”
07/28/2020
M&G doubles down on trust takeover
“M&G Investment Management continues to believe the proposal is highly attractive and in the best interests of all UK Mortgages shareholders.”
07/27/2020
Azora launches new European leisure hotel fund with EUR680m in intitial commitments
Azora EH&L received strong support from a group of leading global investors, including one of Europe’s largest pension fund investors, non-European sovereign wealth funds, and a large global institutional investor.