10/10/2022
Clifton AM acquires South Wales financial adviser
The new deal is Clifton’s third in three months with the company expected to strike several further acquisition deals by the first half of 2023.
Alternative Investments
10/10/2022
Perspective adds £70mn AUM with three adviser purchases
The first acquisition was of Esk Valley Financial Services in Redcar on a trade and asset basis.
10/10/2022
Partner Insight: Have emerging markets become more investible?
Emerging markets have taken steps to create a more investible environment for foreign investors
10/10/2022
Fineco AM launches 11 equity and fixed income ETFs
Comprises of six equity ETFs and five fixed income ETFs
10/10/2022
HSBC appoints Clearstream in fund distribution deal
Clearstream provides fund order routing, safekeeping, settlement and distribution support services.
10/10/2022
Glennmont’s energy credit fund completes significant risk transfer deal
This transaction offers Glennmont’s investors exposure to a highly diversified portfolio and a hedge to inflation with potential upsides in the current interest rate environment.
10/07/2022
Woodford fund loses £31.2mn from one holding
Between May and June this year, the fund lost £24mn after another of its holdings, Rutherford Health, appointed an official receiver.
10/07/2022
Church House’s AAA-rated Wharton sifts through bond rubble
Church House Investment Management’s Jeremy Wharton urges investors not to give up on all fixed income in the wake of rampant inflation and interest rate hikes.
10/07/2022
Breaking the gender bias in the investment industry
Three steps to progress
10/07/2022
AIM IPOs reach 13-year low in Q3
£3m in new equity raised
10/07/2022
Wren Sterling adds £250m in AUM with third acquisition this year
Wren Sterling aims to grow its presence in the region beyond its existing operations in Warwick.
10/07/2022
Apex expands in Sweden
The Group will offer its single-source solution to clients in the region with local experts providing an expanded range of services to Sweden domiciled funds.
10/07/2022
UK investors flee equity funds in record-breaking dash
Inflation hit 10.1 per cent in the UK, rising by the steepest gradient in 40 years as the cost of food, non-alcoholic drinks and transport rose.
10/06/2022
Zvilo Secures €50m Debt Facility from Fasanara Capital
A new debt facility turbocharges Zvilo’s ability to scale its supplier lending for SMEs in the Balkans.
10/06/2022
Wren Sterling Group Acquires HB&O Financial Services
Third acquisition of 2022 adds £250M in AuM and further strengthens regional presence
10/06/2022
Goldman Sachs pursues asset purchases in UK pensions fire sale
US bank’s asset management arm targets retirement schemes’ illiquid holdings
10/05/2022
Johnny Ronan and Henderson Park vie for €120m Citi HQ
Developer Shane Whelan’s Westridge Real Estate also in contention for bank’s offices at 1 North Wall Quay
10/05/2022
Monument Re to merge Luxembourg subsidiaries
Each entity is subject to local regulation and Monument Re is subject to Group Supervision by the Bermuda Monetary Authority.
10/05/2022
Private market assets to double and hit $18.3tn by 2027, report finds
Latest Preqin study says retail investors will drive the next wave of growth in the industry.
10/05/2022
Property fund cash levels solid for now, but could be tested if panic sets in
Most funds are well covered in terms of liquidity for now