04/13/2023
Investors pull £1.2bn from UK equity funds in March
Estimated £4bn outflows in the first quarter of 2023, according to Numis
Alternative Investments
04/13/2023
Hargreaves Lansdown axes raft of fees as competition heats-up
Investment platform market becoming increasingly competitive
04/13/2023
Jupiter launches multi-manager range
It will be launched in the next few weeks.
04/13/2023
Elston Consulting to provide research to Wren Sterling Group’s DFM
The Wren Sterling Group provides specialist independent financial planning advice to private and corporate clients.
04/12/2023
JTC Reports Record Growth, Revenue and New Business in Annual Results
This rise in revenue was achieved through sustained demand for JTC’s services, evidenced by net organic growth rising to 12% and a record value of new business wins over the year of £24.6m.
04/12/2023
Tavistock splashes out £7m on protection business
It is the ‘first significant acquisition’ in the next phase of group’s growth plan
04/12/2023
Interest rate turnaround and diverging price expectations hit the brakes hard on the German real estate investment market in the first quarter of 2023
The swift and incisive interest rate turnaround is constraining current transaction activity as investors are having to adjust their pricing to current market conditions.
04/12/2023
MAPFRE and entities of the Swiss Life Group through a real estate co-investment fund acquire a building in Paris
The fund is managed by Swiss Life Asset Managers France and this last acquisition sees it reach the €500 million milestone as of today.
04/12/2023
Private market demand forecast to surge in Europe during 2023
Though growth was driven by institutional investors, most private banks and wealth managers expect increased allocations from underexposed high-net-worth and ultra-high-net-worth clients in the coming years.
04/12/2023
Alternative Investment Funds: Economic turbulence slows the pace of science-based target adoption
The new study, completed in January 2023, surveyed 125 decision-makers in the AIF space.
04/11/2023
Apex Group to acquire MJ Hudson businesses
MJ Hudson is a provider of services to the asset management industry, specialising in private markets and alternative investments.
04/06/2023
Boston Partners appoints FundRock for management company solutions
FundRock enables clients to streamline their operations in a cost-effective manner by offering third-party ManCo and, complemented by a wide range of fund administration, depositary and custody services delivered through parent company Apex Group.
04/06/2023
A year of resilience in an uncertain environment
After two years marked by the COVID-19 pandemic and the recessionary shock it caused, the strong economic rebound and the return of inflation in 2021, 2022, marked by the Russia-Ukraine conflict, proved to be no less challenging.
04/05/2023
BearingPoint expands Salesforce capabilities with Smplicity
A Platinum Partner, BearingPoint now has over 200 staff dedicated to the Salesforce platform.
04/05/2023
Six candidates bid for Home REIT as trust receive investigation findings draft
Repays lender £30m
04/04/2023
Baillie Gifford rebrands £127m Multi Asset Income fund
Baillie Gifford Sustainable Income fund
04/04/2023
DFM Timeline surpasses £2bn AUM
The firm provides a low-cost, evidence-based model portfolio service and financial planning solution to financial advisers.
04/04/2023
Berkeley Partnership launches mentoring programme for women
The initiative matches mentees with internal mentors across the consultancy, encouraging flexibility to shape the mentoring relationship needed to meet each mentee’s needs, and encourage their development.
04/03/2023
Crédit Agricole Immobilier finalises the acquisition of Sudeco from Casino Immobilier and strengthens its position as a major player in in Property Management
With this acquisition, Crédit Agricole Immobilier becomes the fourth player in institutional property management in France in terms of revenue, thus accelerating its strategic ambition to join the top three in the sector by 2025.
04/03/2023
Getting it right for your business
The government has confirmed that large international businesses with UK operations will be required to prepare Transfer Pricing documentation in the form of a master file and a UK local file - in accordance with the OECD Transfer Pricing Guidelines.