11/29/2023
Impact investing can align with fiduciary duty, research shows
Biodiversity is gaining importance, findings revealed, signalling a broader scope of impact investing among UK pension funds.
Alternative Investments
11/29/2023
Ninety One introduces emerging market transition debt strategy
In implementing this strategy, Ninety One will collaborate with various companies across emerging markets to support their transition activities.
11/29/2023
René Benko's Signa Holding capitulates
Now the Austrian real estate investor René Benko's holding company has also filed for insolvency.
11/29/2023
Scottish Widows partners with Moneyhub on an app for clients
The firm said the functionality will lead to a more holistic and personalised view of a customer’s finances, giving them one complete view all within one app.
11/29/2023
ii fund spotlight: Scottish Mortgage investment trust
ii research team fund analysis
11/28/2023
AJ Bell launches Money Market MPS with no AMC
To address the market demands for cash-like returns
11/28/2023
Fairey Associates buys Norfolk-based planning firm
The acquisition adds over £100mn of assets and brings Fairey Associates’ assets under management to approximately £450mn.
11/28/2023
Troy Income & Growth opts to merge with STS Global Income & Growth
Managed by Troy Asset Management
11/28/2023
abrdn China to merge with Fidelity China Special Situations
To create £1.2bn investment trust
11/27/2023
Blackstone to acquire Civica from Partners Group
The company's services include workflow automation, risk and compliance, workforce management, financial management and data analytics.
11/27/2023
ESG fund managers who bet big on tech are worried about blowback from ‘AI systems going rogue’—and talking about a ‘kill switch’
The ESG investing industry may be more exposed to such risks than most, after taking to tech in a big way.
11/27/2023
PFS celebrates 100 new chartered and fellow members
PFS chartered status is recognised by peers and those seeking advice as a symbol of technical competence and public commitment to professional standards.
11/27/2023
AJ Bell enters money market MPS club
It becomes the latest firm to launch a money market MPS, following the likes of Tatton and Elston.
11/27/2023
Pictet makes first direct private equity investment
The firm hired a specialist direct private equity team last year.
11/24/2023
Shropshire businesses inspired by Nottingham Forest and England legend
Over 100 clients and contacts of a Shropshire accountancy firm had the chance to meet one of England’s most highly-regarded football defenders at a special charity event.
11/24/2023
Perspective adds £205mn AUM with Chelmsford-based firm
Perspective now has 500 staff, 38 local offices and 140 financial planners, a third of whom are qualified to chartered level or above.
11/24/2023
JTC to acquire Blackheath
The transaction is subject to various closing conditions and final regulatory approvals and is expected to complete during Q1 2024.
11/24/2023
Seccl and Moneyinfo team up to launch client onboarding integration
Throughout the process, the integration will connect to Moneyinfo’s customisable workflows – allowing advisers and clients to be notified of completed steps via its adviser desktop and mobile app.
11/24/2023
Allianz to write more outwards reinsurance from captive re unit
Reinsurance for third-party clients contributes just over 1/3 of segment revenues.
11/24/2023
PP Investment Awards 2023: The winners
Awards recognise asset managers over a broad range of specialisms