02/06/2023
Eden Park IM launches DFM with Charles Stanley
The DFM comes after Clifton acquired three financial management firms as a result of funding from Boost & Co, an independent asset management firm.
Alternative Investments
02/06/2023
Is it time to raise risk in portfolios?
Some managers advocate caution, while others suggest raising risk right now is itself too risky.
02/03/2023
Schroder REIT issues 6.9% dividend despite 17% drop in NAV
£470.3m portfolio
02/02/2023
Brokers team up on new platform to boost retail interest in UK capital markets
Britain is reforming its financial rules post-Brexit and is looking to copy the much deeper, broader culture of retail investment evident in the United States.
02/02/2023
Virgin Money has customer boom as higher interest rates benefit Branson’s bank
Virgin Money continued to benefit from higher interest rates with its net interest margin increasing three basis points in the first quarter to 189 basis points.
02/02/2023
Charles Schwab opens US investing platform to UK
Managed Account Select service
02/01/2023
Blackrock creates ETF savings plan with investment firm
It will be available to investors across Europe
02/01/2023
Aviva platform boss on filling 'gaps' and becoming advisers' first choice
All these features are being built in conjunction with FNZ, Aviva’s core technology provider.
02/01/2023
Aegon’s McNeil on the Dishy Rishi sterling corporate bond windfall
Fixed income portfolio manager Euan McNeil explains how the prime minister’s time in charge has brought a significant rebound in the sterling investment grade credit market.
02/01/2023
Everest Re expands into Spain
The Spain branch is headquartered in Madrid, with another office opening in Barcelona.
01/31/2023
Slew of DWP pension papers aim to ensure value for savers and fix small pots headache
A common industry-wide value for money assessment framework would help ensure that customers are better equipped to understand exactly what they can expect.
01/31/2023
Norway wealth fund posts record $164 bln loss
The single biggest stock market loss came from the fund's stake in Amazon
01/30/2023
Blacktower rolls out cautious fund
It will have over 60% allocated to bonds and a more modest exposure to equities
01/30/2023
Vanguard's net inflows halve in 2022 - reports
Down to $151bn
01/30/2023
13 Questions for Capital Gearing Trust’s Chris Clothier
Either the Federal Reserve struggles to bring inflation under control or the Fed causes a nasty recession. We think that the middle path of a “soft landing” seems pretty remote.
01/27/2023
Dubai Investments buys stake in UK digital bank Monument
In its first year of operations, the fully-licensed bank acquired assets of around £100 million, deposits of £145 million and approximately 3000 customers.
01/27/2023
Hargreaves Lansdown launches three model portfolios
The funds-of-funds are pitched as stand-alone investments, with exposure across equities and bonds through third-party funds, ETFs, and HL’s own ‘building block’ funds.
01/26/2023
ERM advises Plenitude on acquisition of renewables firm PLT
As a result, Plenitude’s pipeline of renewable energy projects is expanding to approximately 13 GW.
01/26/2023
Steelworkers receive invite to FCA event a day late
The FCA was joined by the Financial Ombudsman Service, the Financial Services Compensation Scheme and Money Helper.
01/26/2023
Compenswiss expands private debt programme
Asset management companies looking to participate are required to hold a minimum of €5bn in total assets under management (AUM) and €500m in total assets for the asset class.