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Alternative Investments

10/08/2024

Schroders and the Pensions Management Institute’s Lifetime Savings Initiative unveil landmark proposals to boost UK financial outcomes

The NLSP would extend the existing automatic enrolment pensions framework to make it more flexible and to incentivise employees to save even more.

10/07/2024

Ex-Google boss Eric Schmidt to attend UK international investment summit

Labour hopes the gathering will encourage a fresh injection of private money to drive its growth agenda

10/07/2024

Dynamic Planner announces CRM integration with Adviser Cloud

Data is passed between the systems, with Adviser Cloud validating all data, removing the need for rekeying, which minimises manual errors and saves time.

10/07/2024

House prices rise again as borrowers enjoy more competitive mortgage options

This reduction in rates has enabled buyers to secure larger mortgages, making previously unaffordable properties more attainable and boosting buyer confidence.

10/07/2024

Bestinvest names the funds favoured by its investment research teams as investors load up tax-efficient ISAs and pensions ahead of the Budget

The same funds are used within the wider Evelyn Partners managed client portfolios.

10/07/2024

IA sees UK pension reform as a key foundation for better retirement outcomes, with wider measures needed to reboot UK growth

The industry wants to ensure that the UK pensions system is fit for purpose to secure the financial futures of individuals across the UK who will rely on their pensions in later life.

10/04/2024

Zurich to present new 3-year plan at Investor Day in November

The new plan will address how to seize them.

10/04/2024

LGT Capital Partners completes final close of Crown Global Secondaries VI above target at more than USD 7 billion

The fund received strong support from existing and new investors.

10/04/2024

Alternative Investment Funds: positioning France as a central player

This ordinance serves one clear, unambiguous goal: to equip and modernise French law-based structures to match the standards of leading European markets.

10/03/2024

HSBC AM’s planned emerging markets bond vehicle gains £100m seed finance

The firm has agreed the launch in partnership with IFC, a member of the World Bank Group, which has proposed a $100 million seed investment in the strategy.

10/03/2024

Waystone to support American Century’s first European ETFs

In recent months, the Waystone ETFs team has been strengthened by the arrival of a number of experienced new team members.

10/03/2024

Quilter appoints Watson & Co to its mortgage network

Watson & Company is one of the largest mortgage and protection brokerages in Bristol with over 10 members of staff.

10/03/2024

TSC Real Estate advises Civitas on the acquisition of the Katharinenhof nursing portfolio and on the conclusion of new leases with Alloheim

TSC Real Estate will also take over the ongoing management of the properties.

10/03/2024

British Land makes bold move with £400m Brookfield retail park deal

The parks are currently 'over-rented', meaning that if rents reverted to market prices tomorrow, they would decrease by about 5%.

10/02/2024

Raven partners with Aspen to enhance investment portfolio offerings

Through the collaboration, Raven Wealth Planning will integrate the Aspen portfolio range into its full suite of service offerings.

10/01/2024

Cross-Border Ambitions: Europe’s Banks Eye Growth Amid M&A Surge

Over the past 12 months, there have been 35 domestic bank consolidations in the UK and euro area, not counting those related to the Russia-Ukraine conflict.

09/30/2024

Four out of 10 failing to shop around for annuity deal

Their data shows that it is those securing an annuity at an older age who face a much higher income gap, and are missing out the most.

09/30/2024

Explore 1,000 ETFs in Citywire’s revamped funds database

By adding more than 1,000 ETFs to our database of funds available to Swiss investors, Citywire is aiming to make it easier to compare fund and ETF performance.

09/30/2024

Germany’s international investment position at the end of 2023

The cross-border transactions recorded in the financial account resulted in net capital exports of €250 billion last year

09/30/2024

Advice use among drawdown customers slumps to below 50% for first time, FCA data reveals

Only 46% benefited from professional financial advice

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State Pension could suffer ‘dramatic’ change — It could reach 70 within 5 years

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11-19-2025

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11-21-2025

Investec sole MLA & bookrunner on £360m AMP Clean Energy debt for Asterion & NWF

11-20-2025

CEOs’ Point of View #1: Interview with Vincent Lecomte, CEO of BNP Paribas Wealth Management

11-21-2025

Families caught as £100k tax squeeze deepens, says Rathbones

11-21-2025

Tech overload slows UK wealth managers, survey shows

11-21-2025

Legal & General makes senior appointments

11-21-2025

No changes for Data Reporting Services Providers following ESMA’s 2025 assessment of derogation criteria

11-21-2025

87% of institutional investors have declined or reconsidered fund commitments on AML/KYC concerns

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The European Supervisory Authorities designate critical ICT third-party providers under the Digital Operational Resilience Act

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