08/03/2020
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
07/28/2020
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.
07/27/2020
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.
07/23/2020
According to this morning's data the smallest advice firms, with annual revenue of less than £100,000, bear the brunt of insurance costs, paying a higher proportion of their revenue in premiums.
07/23/2020
Our staff and distribution partners have dealt admirably with the challenges presented and have shown that with flexibility, innovation and technology, many hurdles can be overcome.
07/22/2020
The firm’s Fund of Funds platform, which covers both primary and secondary fund of funds, now has $53 billion in assets