02/06/2018
PTL, the leading independent trustee and governance services provider, today announced that Schroders is the first asset manager to sign up to independent trustee and governance service provider PTL’s Clear Funds solution, a transaction cost assessm
02/06/2018
Assets under management rose 3% in Q4 to $370 billion, 16% higher than 2016.
02/06/2018
The Irish registered Ucits fund is a mirror of the Eaton Vance Emerging Markets Local Income strategy
02/06/2018
Demand for venture capital trusts in the current tax year is exceeding that of last year, with some £474m already invested, according to analysis from Wealth Club.
02/05/2018
Businesses often turn to share and property investments, but are soon put off by the restrictions and risks.
02/05/2018
The latest data from the Coutts London Prime Property Index (CLPPI) and an in-depth look at how new developments influence the way the capital is changing
02/05/2018
The firm could also be set for more profit increases at the close of this year, after acquiring Bristol-based advisory firm Aspira for £5m in December.
02/05/2018
In line with new pricing structure, AJ Bell is moving to a new in-house strategic asset allocation approach for the portfolios
02/04/2018
Assets under management down almost £2bn since May following series of bad bets
02/02/2018
Equity derivatives specialist who worked with renowned stock-picker Guillaume Rambourg is preparing to launch his own firm
02/02/2018
The legal process has also been simplified to remove the requirement for a full report on title.
02/02/2018
This new offering will enable the French partners of OneLife and the Advize Group to open new life insurance contracts through a "paperless" customer experience.
02/01/2018
While the focus of the Fund is on employment opportunities, the manager of the Fund will be mindful when investing in companies whose activities, products and services may not be deemed to be aligned to, or are incongruous with, the other United Nations S
01/31/2018
Fourth quarter net income of $1,533 million and core operating income (1) of $1,489 million included a provisional tax benefit of $450 million, or $0.96 per share, related to the 2017 U.S. Tax Cuts and Jobs Act (2017 Tax Reform) and a one-time expense rel
01/30/2018
CYBG is one of a number of banks that emerged after the financial crisis to fill a gap in small business lending and capitalise on problems at the big banks.
01/30/2018
Lowes recently beat IA in structured product challenge
01/30/2018
Levendi has £600 million of assets under advice and runs a model portfolio service range on a third party basis for wealth manager James Brearley & Sons.
01/29/2018
In 2016, an Odey spokesperson stated the Odey Orion fund had been ‘wound down’ as an Odey product and ultimately for the firm saw the fund as un-scalable.
01/29/2018
Net sales of UCITS and AIF totalled EUR68 billion in November 2017, down from EUR84 billion in October, according to the European Fund and Asset Management Association’s (EFAMA) latest Investment Funds Industry Fact Sheet.
01/29/2018
PGGM takes stock of what and how much impact its investments have, but on who remains a mystery