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Alternative Investments

06/20/2024

Newcastle Financial Advisers Strengthen Offering with Acquisition of Financial Planning Business

Newcastle Financial Advisers Limited is a subsidiary of Newcastle Building Society, and provides financial advice across its 32 Newcastle Building Society branch locations.

06/20/2024

Baggable boutiques: The rise of the next generation of startups

Amid the tough operating environment for smaller investment companies, a new generation of launches are coming to market

06/19/2024

Aviva adds new tools to adviser platform in next stage of ‘evolution’

The alliance aims to “drive adviser efficiencies” and enable advisers to pick and choose the services they use more effectively.

06/18/2024

CII boss: industry can struggle to ‘articulate the value’ of insurance

“The insurance industry is a means of facilitating that social bargain.”

06/18/2024

ABI’s Braun awarded OBE for services to pensions

Ms Braun leads the ABI’s strategy and policy across long-term savings, health and protection insurance.

06/18/2024

Private equity giants face deadline for Hargreaves Lansdown bid

The platform’s recent struggles include a controversial association with the now-defunct Neil Woodford’s funds

06/18/2024

Eric Sturdza Investments launches small and mid-cap US strategy

The Strategic US Opportunities Fund’s portfolio typically holds 20 to 50 positions.

06/18/2024

The Psychology of Adviser Replacement

As part of this process, most boards will give their existing adviser an opportunity to demonstrate their expertise and commitment.

06/17/2024

DeVere Group expands in Portugal with ‘ambitious plans’ for the jurisdiction

The current hub office with a 25-strong team is in the city of Porto

06/17/2024

CaixaBank and COFIDES finance Acciona in the construction of a desalination plant in Morocco

The plant will be built in the southwest of Casablanca and will serve five cities, with an installed capacity of 300 million cubic metres per year mainly for human consumption.

06/17/2024

Guardian increases payouts on critical-illness cover

The exception to this is for low-risk non-melanoma cancer, which remains at 10% of the cover amount up to the same maximum.

06/17/2024

European shares open higher as tech, banks shine

The technology sub-index .SX8P led sectoral gains with a 1.2% jump, while European banks .SX7E advanced more than 1%.

06/14/2024

Birmingham investment manager achieves Chartered status

It provides investment solutions for clients, families, trusts and charities.

06/14/2024

Sustainable Growth, Sharper Focus, Enhanced Returns

Legal & General sets out refreshed strategy and financial targets.

06/14/2024

Hedge fund performance up but asset inflows down: Preqin

Preqin’s All Hedge Funds Index was 1.7 per cent lower at end of April, during which public markets were affected by “disappointing economics”.

06/14/2024

Square Mile: Can investors still trust investment trusts?

Despite this, every investor has a specific set of needs and there are times when ITs may be a more suitable option than open-ended funds.

06/14/2024

European ETFs saw high trading volume in May, data shows

The US ETF platform also saw robust trading activity in May, with total consolidated notional value traded reaching $46.8 billion.

06/14/2024

MainStreet Partners Launches SDR Solution

Both of these approaches are misaligned with the spirit of the regime

06/13/2024

Phoenix Group launches nationwide initiative for carers

It aims to help millions of people who work and care for someone to balance some of the challenges they might face, be they personal, financial, professional or emotional.

06/13/2024

Invesco to bring together UK & European equities teams

This change has been driven by the investment teams in recognition of the opportunity and value in leveraging a larger team across the strategies

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