09/08/2023
Advisers call for simplified ISA market with one single product
More than half believe ‘unnecessary’ complexity’ has crept into the market
Alternative Investments
09/07/2023
Trium launches multi-strategy alternatives fund
Aims to allocate capital across ten alternative strategies, including long/short and systematic equity
09/07/2023
IFA firm appoints Marlborough to manage MPS range
The company expects to transfer around £50mn into the portfolios in the first six to 12 months.
09/07/2023
IQ-EQ shortlisted in the Hedgeweek & Private Equity Wire European Credit Awards 2023
The awards recognise excellence in fund performance and service provider excellence across credit funds.
09/07/2023
BlackRock expands range of iBonds ETFs in UK
Three new LSE-listed funds
09/07/2023
IA: Equity funds hit 18-month inflow high in July
£816m in inflows
09/07/2023
Woodford investors set for early 2024 payout if scheme passes
Vote deadline 4 December
09/06/2023
Golding expands successful private equity impact strategy for Article 9 investors
This expands the universe of impact funds available to institutional Article 9 investors significantly and also increases the level of diversification substantially.
09/06/2023
Calastone: Equities funds shed £1.19bn in August as money markets soak up more cash
UK equities funds once again struggled to retain money
09/06/2023
BNY Mellon launches long-term European equity fund
To be sub-advised by Edinburgh-based Walter Scott
09/06/2023
Apex Group & EDB support econnext financing
EDB provided financing for a revolving credit facility.
09/06/2023
Swiss Life increases both operating profit and net profit on a comparable basis in the first half of 2023
Operating and net profit increased on a comparable basis, fee business subdued The Swiss Life Group achieved an operating profit of CHF 836 million in the first half of 2023.
09/06/2023
Call for 'Great British Isa' to boost UK economy
The proposed Isa would take up to £5,000 a year in addition to the annual Isa allowance which would go towards listed UK equities.
09/06/2023
Pension Superfund lowers offer for SIPP firm STM
The new offer is about 5% lower than the previous offer and implies Pension SuperFund will pay around £39m rather than £41m.
09/05/2023
IFA group snaps up three UK advice firms
Taking the number of acquisitions made this year to 15
09/05/2023
Single women's pension income now 40% lower than men
Total pension income for single women is £18,825 per year on average
09/05/2023
Just Wealth portal to help brokers refer clients for advice
The new technology was developed by the company and replaces a manual email tracker system.
09/05/2023
Canadian pension buys majority stake in 7IM from Caledonia
Investment trust Caledonia is to sell its majority stake in the wealth firm for £255m, after spending £100m on 7IM in 2015.
09/04/2023
Edinburgh financial advisory firm completes management buy-out
The firm will rebrand and relocate its head office to new premises in the capital's west end
09/04/2023
Perspective announces three further acquisitions
“I have decided it’s time for me to retire soon, though will continue to be involved with the firm for a short period to ensure a smooth handover."