12/08/2020
All St James's Place fund managers have now signed up to UN PRI
In January, St James’s Place set a clear minimum standard to ensure all its 39 external fund managers were signatories of the PRI by the end of 2020.
12/08/2020
Bricks & mortar are back in fashion for now. After a major lag in 2020, assets related to tangible businesses must catch up.
12/08/2020
Since their introduction on the statute in 2009, foundations have been a valuable addition to the range of structures available to ultra-high net worth individuals and family offices.
12/08/2020
Research last month showed that around a third of adviser pay is still based on bonuses, and the likes of St James’s Place and Chase de Vere have been frequently criticsed over lavish reward packages for top performers.
12/08/2020
To offer the insurer’s retirement account as a core pension solution to clients
12/08/2020
We want to understand how you and your organisation are thinking about these topics
12/08/2020
Sitting just above common equity, hybrids typically offer a significantly higher pick-up in yield over the senior debt from the same issuer.
12/07/2020
Trust ditches Invesco and the UK
Proposed Change of Investment Objective, Policy and Management Arrangements
12/06/2020
The Islamic Global Equity fund will be managed by the Schroders Systematic Investments team, headed by Ashley Lester.
12/04/2020
The new premises will provide the tools and flexibility to deliver advice in the modern age
12/04/2020
The Valuable 500 Initiative, launched in 2019, aims to bring disability inclusion to the forefront of the diversity and inclusion agenda and raise awareness amongst business leaders around how disability is valued and represented within business.
12/04/2020
It is ‘not due until the assets under advice is agreed’
12/04/2020
The target size is up to EUR 300 million, typically invested in debt transactions of EUR5–30 million with one- to three-year maturities.
12/04/2020
A new multi-family investment office, Arete, has launched in the North West of England.
12/04/2020
Simon Howland, who will lead the business, said that the current market environment can deliver ‘outsized returns’.
12/03/2020
Del Vecchio has bought a total of 7.4 million Mediobanca shares
12/03/2020
These and other responses serve to address one of more fronts of risk and uncertainty – whether from regulatory, legal or operational sources.
12/03/2020
The fund will have further closures in 2021, targeted at institutional investors.
12/03/2020
The collection of individuals who were publicly open to higher wealth taxes explained that by taxing their wealth, the government could inject the funds into the economy in ways that benefit more of the population.
12/03/2020
“It has been sometime since the regulator’s interventions through Retail Distribution Review and Financial Advice Market Review and there is palpable frustration from both the sector and the regulator that more improvements haven’t been