09/10/2020
Montanaro launches global ‘best ideas’ fund
The Montanaro Global Select fund is managed by Citywire AA-rated Charles Montanaro and Andrea Shen, with the former saying it is likely to be the last new mandate he takes on.
Alternative Investments
09/09/2020
Property funds won't rush to reopen despite removal of valuation uncertainty
The Clause being removed gives the funds the ability to reopen, but not the obligation.
09/09/2020
Majedie and UK trusts under pressure as investors pull £1.2bn from funds
Calastone highlighted the three-month period to the end of August coincided with the UK government’s formal rejection of an extension to the Brexit transition period in early June.
09/09/2020
Nuveen Real Estate expands its European Logistics platform
The first European Logistics mandate launched in 2016 and invested over €620 million across 21 assets in key European locations
09/09/2020
Hargreaves backs Blue Whale Dublin launch with another £25m
Stephen Yiu is rolling out an Ireland-domiciled fund to mirror his top performing strategy.
09/09/2020
Nordic banks invest and innovate to keep digital rivals at bay
Large traditional banks are accelerating their digital transformations as the regional fintech sector makes its presence felt
09/09/2020
Openwork swaps Jupiter for Fidelity on £227m European fund
The European fund, which launched last year, is currently run by Jupiter’s European Equity Team.
09/08/2020
Standard Life Elevate offers DFM partners for first time
There are plans to add more DFM partners by the end of the year.
09/08/2020
FinecoBank Adds Fidelity International Funds to UK Offering
The agreement means Fineco can offer its UK clients additional access to a wide variety of investment strategies.
09/08/2020
Direct Line the only UK insurer in JPMorgan's European top picks
UK life insurers have capital return attractions but are seen as too risky
09/08/2020
US tech stocks plunge as FTSE 100 drops on no-deal Brexit fears
Global stocks fell sharply last week, with investors questioning whether they had a “correction” on their hands after the shock rally of recent months.
09/07/2020
IFA firm completes 36th M&A deal in 12 years
As Bowmore Wealth Group sets aside £10m for acquisitions
09/04/2020
First Private establishes multi-boutique network FP Investment Partners
Frankfurt-based asset manager First Private Investment Management has established a new multi-boutique network, FP Investment Partners.
09/04/2020
Investec talks corporate access: The ‘new normal’ will be a blended model
Andrew Peck on why there’s no magic in good corporate access, the popularity of the fireside chat under Covid-19 and why a Mifid II rollback will have little impact
09/04/2020
First Private establishes multi-boutique network FP Investment Partners
The boutique partners are independent, specialised teams with a clear focus and strong convictions, and the platform currently offers access to quant investing, infrastructure and alternatives/hedge fund investments.
09/03/2020
EIF and HBOR invest in three equity funds in Croatia unlocking €205 million for local SMEs and MidCaps
The investment will narrow a substantial market gap for alternative funding sources for SMEs and mid-caps in Croatia and expand financing options available to local companies as they recover from the Covid-19 pandemic.
09/03/2020
France unleashes 100 billion euro stimulus to revive economy
The plan also aims to put Macron’s pro-business push back on track with already flagged cuts in business taxes worth 10 billion euros annually and fresh public funds to give a boost France’s industrial, construction and transport sectors.
09/03/2020
Germany raises 6.5 billion euros from first-ever green bond
Germany hopes to issue a range of bonds with different maturity dates to build a green yield curve that other countries and companies looking to sell their own green bonds could then use as a reference point.
09/02/2020
Adviser bags £65m Aum in 11th acquisition
It is the firm’s 11th acquisition since it launched in 2010.
09/02/2020
AXA IM adds multi-asset impact fund
It can invest from 0% to 100% in debt securities, including inflation-linked, green, social and sustainable bonds, and from 0% to 75% in equities.