10/17/2022
Continuum reports 9% growth in assets
The past three months have seen record numbers of advisers coming to us, looking for a home within which to grow their business and support their clients.
Alternative Investments
10/17/2022
AllianzGI rolls US equity fund into giant thematic strategy
Fund house opts to merge away regional strategy after review concluded it was not offering shareholders value for money.
10/17/2022
Over £100mn announced in VCT fundraising
Maven Capital Partners has launched a £40mn fundraise across its four VCTs, with an over-allotment of £5mn for VCTs three and four.
10/17/2022
EBRD and Japan’s JBIC strengthen cooperation
Under the agreement, the two organisations will support economic and social development in common regions of operation, such as countries in central and eastern Europe, Central Asia and the southern and eastern Mediterranean.
10/14/2022
Investec closes £19.3m loan to Edmond de Rothschild for Rugby Build to Rent development
The loan is Investec’s first with Edmond de Rothschild, which has made the investment through its Residential Investment Fund UK.
10/14/2022
Swiss corporates see pension fund assets fall by 3.3% in Q3
Liabilities of corporate pension funds remained overall relatively stable in Q3
10/14/2022
Premier Miton AUM drops £3.3bn
Inflows down 35%
10/13/2022
ZEDRA acquires Clear Pen Solutions Ltd
This deal further cements our offering and capabilities and is in line with the strategic approach we are adopting in the UK market, and the independent pensions trustee and governance sector specifically.
10/13/2022
Assets continue to trickle from Polar Capital
Down to £18.8bn
10/13/2022
Nucleus & James Hay fall into red as net inflows tumble
The results said James Hay experienced an “overall decrease” in revenue compared with Nucleus.
10/13/2022
SimplyBiz parent expands distribution deal with Schroders
The partnership builds on the distribution agreement that Schroders already has in place with Fintel, and follows Fidelity and Aviva, who have also further aligned their distribution strategies with Fintel.
10/13/2022
Invesco revamps raft of funds
New 'Social Progress fund'
10/12/2022
Retirement risks make UK drop to 10th in global pensions index
The Mercer CFA Institute Global Pension Index covers 44 global pension systems and evaluates them against benchmarks, providing an overall index value.
10/12/2022
Former M&G Fund Manager Paul Taylor establishes new investment strategy at Downing LLP targeted at institutional investors
These institutionally backed Is funds were collectively valued at over €3bn and focused on a combination of debt and private equity strategies across a range of sectors, including real estate and healthcare.
10/12/2022
Desire to invest in sustainable tech slumps
Property and emerging markets are becoming an increasingly popular investment, with 34 per cent of UK investors looking to put their money into real estate this year, compared to 27 per cent in 2021.
10/12/2022
One Four Nine hits £1bn assets with sixth acquisition
The deal brings its total assets to £1bn on behalf of 3,000 clients across the UK to £1bn.
10/12/2022
One Four Nine buys sixth IFA and lands finance for more deals
“[It] ensures One Four Nine is in a strong position to avail of further acquisition opportunities,” the firm said.
10/12/2022
TISE launches transition offering for sustainable finance
With a straightforward application process and no additional fee, the segment is available to all TISE-listed issuers and securities which demonstrate their qualifying credentials, including those with credible transition plans.
10/11/2022
Tumelo expands offering to institutional investors
The voting services can support expression of wish or pass-through voting.
10/11/2022
Polar Capital Appoints Northern Trust to Provide Asset Servicing Solutions to its Melchior Selected Trust
Mandate for Luxembourg-Domiciled Funds Extends Relationship, Drives Efficiencies, Supports European Distribution