04/21/2023
Holborn Financial buys Maidstone-based IFA
Cook is the principal of IFA firm Gary Cook Financial Services which is based in Maidstone, Kent.
Alternative Investments
04/21/2023
Champion Geneva IAM shuns Euro bank stocks over regulation
NS Partners’ Pierre Mouton won a Citywire award for the global blend equity asset class.
04/20/2023
Redress for Woodford Equity Income Fund investors
The final redress figures will be based on investors voting to approve the scheme.
04/20/2023
Subdued start to year for AJ Bell as platform inflows fall
AJ Bell’s chief executive Michael Summersgill described it as a “slightly subdued start to 2023” but noted that it gained strong momentum in the run up to the tax year end.
04/20/2023
IFS launches review of pension system in new report
The IFS has said that a review of pensions needed to happen now to give people a chance of “avoiding a future that looks much worse than the present”.
04/20/2023
CII launches five-year plan to attract more members and fix legacy issues
The first phase this year will address legacy systems issues and focus on returning the CII to a surplus position after the pandemic.
04/19/2023
Allianz puts N26 stake up for sale at steep discount
German insurance group values smartphone bank at as little as $3bn
04/19/2023
Ascot Lloyd launches adviser academy
The Academy is part of Ascot Lloyd’s strategy to grow a strong base of talent and to give individuals the development and support they need to succeed in the financial advice industry.
04/19/2023
Boutique changes fund focus to family enterprises for ex-LOIM manager
The European equity fund morphed into a European family enterprise fund.
04/19/2023
The risk-dampening powers of global bonds
Viable alternatives to hedged bonds
04/18/2023
Factris lands €50 million funding line from Aegon Asset Management
These 2022 results far surpassed expectations for a year marred by the economic consequences of the ongoing war in Ukraine, Brexit, trade wars, sanctions, record inflation, and rapid interest rate hikes.
04/17/2023
Britain seeks to boost banking services from fintechs
Open banking, currently used by about 7 million consumers and businesses, was launched by an order from Britain's Competition and Markets Authority in 2018 requiring nine banks to share data with outside companies, if customers give permission.
04/17/2023
Ashmore outflows more than halve to $1bn
Net outflows at the fund firm narrowed by 57% in the first quarter as sentiment towards emerging markets improved.
04/17/2023
Top 50 see promise in hedge funds despite past ‘disappointment’
However, Maurice Pedergnana of Zugerberg Finanz is not convinced that hedge funds are well suited to their more conservative clientele.
04/17/2023
Apollo Strengthens Presence in Europe With New, Expanded London Office
Relocation Reflects Apollo’s Commitment to Delivering Full Platform to Europe
04/17/2023
Square Mile: Interest for capital accumulation funds among advisers ticks up in Q1
Most researched funds among advisers
04/14/2023
Adviser berates insurers over treatment of TPD claimants
The adviser who wants to remain anonymous is a leading figure in the protection sector
04/14/2023
Scottish Mortgage rebuffs Woodford comparisons
Breached 30% PE cap for a third of 2022
04/14/2023
Deltek renews focus on purposeful innovation
As the firm gets a new year of growth underway, the firm has announced a renewed focus on purposeful innovation.
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