05/23/2024
Having gathered more than $94bn in active ETF assets in the US, George Gatch has his sights set on replicating that success in the European market
05/23/2024
Revenues are also up 27% to £131.3m, while profit before tax has risen by 47% to £61.4m.
05/23/2024
Platform asset growth continued the momentum gained in positive markets in Q4 2023 into the first three months of 2024.
05/23/2024
The investment process includes extensive due diligence in the form of proprietary impact scorecards
05/23/2024
There is the possibility that this very specific exemption could be removed if any inheritance tax changes take place as future governments consider reforms.
05/23/2024
A total of 19 platforms were included in Fundscape’s Platform Report
05/23/2024
But it is facing stiff competition to attract that investment from the likes of countries including the US, France, Ireland and Singapore.
05/22/2024
Now the Swedish financial investor has a foot in the insurance company Baloise.
05/22/2024
The demand for a genuine Sipp is as high as ever due to the obvious tax advantages of holding bricks and mortar in one’s pension and we see no sign of this changing.
05/22/2024
In the light of Consumer Duty, it provides valuable support for advice firms who want to actively manage their charging structures to demonstrate the value they provide.
05/22/2024
The 2023 Funds Europe Awards also introduced awards for asset classes, which included a sub-category for private markets.
05/22/2024
Return to positive Life net inflows
05/22/2024
Melo partners with longstanding online financial adviser community LifeTalk for ‘new voice’
05/21/2024
Asset management giant Gresham House has raised £125m in funding from two local government pension schemes.
05/21/2024
Wadley will be continuing as managing director of Jeometri and leading the business in its next phase of growth.
05/21/2024
40% of advisers have or are planning to change their charges
05/21/2024
Neuflize Vie provides high-net-worth individuals, families and businesses with life insurance policies, retirement and estate planning services, and insurance products linked to investment portfolios.
05/21/2024
The main change is the introduction of a formal net-zero 2050 target.
05/21/2024
It will typically hold 350 to 400 stocks with the objective of outperforming the Russell 2000 Index over a full market cycle.
05/20/2024
The firm has reduced the number of pricing tiers from four to three and removed the administration charge on its Wrap Sipp.