12/22/2022
Advisers and PFS left shocked amid CII takeover
Meanwhile, PFS past president, Garry Hale described the timing of the announcement just before Christmas as a “blatant attempt to avoid scrutiny”.
Alternative Investments
12/22/2022
BlackRock Investment Institute: Do not blindly buy the dip
‘Unprecedented’ outlook format
12/22/2022
Advisers bolster due diligence on Ssas providers
This year both Hartley Pensions and Rowanmoor have gone into administration. Rowanmoor has since sold its Ssas book to Westbridge but Hartley's administrators have yet to finalise a deal.
12/21/2022
Hargreaves Lansdown drops Marlborough Multi Cap Income from Wealth Shortlist
‘Not consistently added value’
12/20/2022
Swiss Stock Exchange Gets Boost From China
The fourth quarter of 2022 was the weakest fourth quarter in more than 10 years, both in terms of numbers and proceeds,Tobias Meyer, head of transaction accounting and IPO services at EY in Switzerland said in the firm's report.
12/19/2022
Commerz Real expands Klimavest portfolio to include solar power in Sweden for the first time ever
As recently as May of this year Commerz Real acquired two photovoltaic projects in Sweden together with Helios for an institutional fund.
12/19/2022
EY ups fintech investment with London incubator
The Big Four firm is also launching a fintech incubator in Edinburgh next year alongside a fintech growth programme and other initiatives.
12/19/2022
The Year London Lost Its Markets Crown to Europe
In total, about 550 billion pounds ($672 billion) of market value has been shaved off indexes tracking locally-exposed shares and bonds.
12/19/2022
'Persistence of core inflation key to determining market outlook'
If core inflation shows signs of abating, central banks will have the confidence to stabilise the base rate of interest, and even potentially look to cut it.
12/19/2022
What's happening to UK property funds?
The first is to have diversification away from equities, while property is also primarily an income asset.
12/19/2022
Top City bankers are still in a talent war: ‘It doesn’t go away just because markets are tough’
Bidding for the best banking staff is unlikely to slow down in the new year, insiders say
12/19/2022
VIAM appoints Apex Group for private credit fund admin
VIAM is an established asset management group with over $11 billion of AUM across multiple asset classes and key business centres in Hong Kong, Singapore, and South Korea.
12/16/2022
deVere Group-owned WPS Advisory named UK’s Best Retirement Advisory
WPS’s reputation for delivering world-class, outcomes-driven financial advice is galvanised by this accolade.
12/16/2022
Do not get caught up in bond market recency bias
Impossible to predict
12/15/2022
Opportunity follows hot on heels of volatility – Nick Wood’s three funds for 2023
Coupled with that, yields have risen sufficiently to offer a bit of breathing room for investors should we see economic data come in more negatively than feared.
12/14/2022
CII delays planned system upgrades to March 2023
The previously transition dates were set to be a maximum of two weeks from January 25, 2023 to February 5, 2023.
12/14/2022
Societe Generale joins Spectrum Markets
Spectrum has scaled up its flexible infrastructure to handle the additional volume of order flow and quote data, increasing capacity by over 400%.
12/14/2022
Nucleus ends deal talks to sell DFM ahead of wind-down
Since the platform’s sale to James Hay’s owner, responsibility for IMX has sat under Alex Kovach, the chief commercial officer of Nucleus.
12/14/2022
Support for Beechbrook Capital’s latest European fund
RBS International Depositary Services strengthens relationship having been announced as the chosen depositary for Beechbrook Capital’s latest Luxembourg fund.
12/13/2022
Quaero Capital launches small- and mid-cap European equity fund
The Quaeronaut is based on the same value investment philosophy as the company’s flagship Argonaut fund.