10/13/2022
Invesco revamps raft of funds
New 'Social Progress fund'
Alternative Investments
10/12/2022
Retirement risks make UK drop to 10th in global pensions index
The Mercer CFA Institute Global Pension Index covers 44 global pension systems and evaluates them against benchmarks, providing an overall index value.
10/12/2022
Former M&G Fund Manager Paul Taylor establishes new investment strategy at Downing LLP targeted at institutional investors
These institutionally backed Is funds were collectively valued at over €3bn and focused on a combination of debt and private equity strategies across a range of sectors, including real estate and healthcare.
10/12/2022
Desire to invest in sustainable tech slumps
Property and emerging markets are becoming an increasingly popular investment, with 34 per cent of UK investors looking to put their money into real estate this year, compared to 27 per cent in 2021.
10/12/2022
One Four Nine hits £1bn assets with sixth acquisition
The deal brings its total assets to £1bn on behalf of 3,000 clients across the UK to £1bn.
10/12/2022
One Four Nine buys sixth IFA and lands finance for more deals
“[It] ensures One Four Nine is in a strong position to avail of further acquisition opportunities,” the firm said.
10/12/2022
TISE launches transition offering for sustainable finance
With a straightforward application process and no additional fee, the segment is available to all TISE-listed issuers and securities which demonstrate their qualifying credentials, including those with credible transition plans.
10/11/2022
Tumelo expands offering to institutional investors
The voting services can support expression of wish or pass-through voting.
10/11/2022
Polar Capital Appoints Northern Trust to Provide Asset Servicing Solutions to its Melchior Selected Trust
Mandate for Luxembourg-Domiciled Funds Extends Relationship, Drives Efficiencies, Supports European Distribution
10/11/2022
Lloyds pours £180mn into buy-to-let lender
As a result, LendInvest expects its profit before tax for the full year to be in line with last year.
10/11/2022
JP Morgan Global Growth and Income: 'We have to sit down and be accountable' to SCIN shareholders
Alternating AGMs in Scotland and London
10/10/2022
Clifton AM acquires South Wales financial adviser
The new deal is Clifton’s third in three months with the company expected to strike several further acquisition deals by the first half of 2023.
10/10/2022
Perspective adds £70mn AUM with three adviser purchases
The first acquisition was of Esk Valley Financial Services in Redcar on a trade and asset basis.
10/10/2022
Partner Insight: Have emerging markets become more investible?
Emerging markets have taken steps to create a more investible environment for foreign investors
10/10/2022
Fineco AM launches 11 equity and fixed income ETFs
Comprises of six equity ETFs and five fixed income ETFs
10/10/2022
HSBC appoints Clearstream in fund distribution deal
Clearstream provides fund order routing, safekeeping, settlement and distribution support services.
10/10/2022
Glennmont’s energy credit fund completes significant risk transfer deal
This transaction offers Glennmont’s investors exposure to a highly diversified portfolio and a hedge to inflation with potential upsides in the current interest rate environment.
10/07/2022
Woodford fund loses £31.2mn from one holding
Between May and June this year, the fund lost £24mn after another of its holdings, Rutherford Health, appointed an official receiver.
10/07/2022
Church House’s AAA-rated Wharton sifts through bond rubble
Church House Investment Management’s Jeremy Wharton urges investors not to give up on all fixed income in the wake of rampant inflation and interest rate hikes.
10/07/2022
Breaking the gender bias in the investment industry
Three steps to progress