08/17/2022
Number of savers opting out of pension jumps by 29%
The data comes from Penfold’s customer base, composed of 5,027 onboarded employees.
Alternative Investments
08/17/2022
LGIM questions advisers on VFM
This survey will support us in collecting information to carry out VFM assessment.
08/16/2022
Copia Capital expands investment team with two hires
He was responsible for running the firm’s model portfolios and funds with a core focus on UK equities, global equities, property, and real assets.
08/16/2022
CISI Financial Planning Awards 2022: shortlist announced
The awards finalists will be announced in Liverpool 6th October at The CISI Financial Planning Conference 2022 black tie flagship gala in Liverpool’s iconic neoclassical Grade-I listed marvel St George’s Hall.
08/16/2022
Golding holds first closing with global impact fund
The target fund has already invested in seven individual companies actively engaged in areas such as the energy transition, sustainability in agriculture and transport and the decarbonization of industrial production.
08/16/2022
The changing state of UK alternative lending in 2022
Alternative lenders have shown the government how invaluable they are to SMEs, now they need to prove it to the regulator.
08/15/2022
With Intelligence reports challenging first half of the year for hedge funds
Hedge funds have still fared better than US large-cap stocks, for example, and there is an opportunity to take advantage of the volatility and weak economic forecasts and outperform.
08/15/2022
IWP buys Cambridgeshire-based IFA
IWP launched in 2019 as an advice consolidator, and since then has acquired over 30 IFAs across the UK.
08/15/2022
Royal London highlights telephone service failure
The value rules — which have been in effect since the start of 2020 — require asset managers to look at their performance, costs, economies of scale, comparable market rates, services and share classes.
08/15/2022
Cigrek Capital launches EU platform for fund managers with digital assets strategies
The service also includes an EU depositary. It addresses the need institutional investors have for a more regulated solution which ticks many of the boxes they require.
08/15/2022
UK house prices drop for first time in 2022 but experts warn this is expected in summer
The average price of properties coming to the market has fallen by nearly £5,000 but the drop is a regular seasonal phenomenon that could mean prices bounce back or continue to fall due to the cost-of-living crisis
08/12/2022
DWS boss Stefan Hoops hits back at ‘critical reporting’ on asset manager
Stefan Hoops has been active on social media since taking over as chief executive in June
08/12/2022
Property wealth used to fund travel boom but more cautious spending looms
Equity release drawdown data from Legal & General Home Finance (LGHF) customers has demonstrated a ‘shift in spending’ over the first half of 2022.
08/12/2022
Moody’s assesses Italian insurers after downgrading government outlook
The IFSRs of all three insurance groups remain above the sovereign rating, reflecting their ability to withstand severe stress on the sovereign.
08/12/2022
Abrdn Financial Planning haemorrhaging senior staff
Other former Abrdn employees have also joined Mazars.
08/12/2022
Discount narrows on Murray International as it delivers positive returns
9.5% share price total return
08/11/2022
30% Club extends its race equity engagement to FTSE 250
The €13.8tn investor coalition will ask FTSE 250 companies to improve ethnic minority board representation following a successful initial campaign targeting FTSE 100.
08/11/2022
Novice investors: Nine personal finance rules to obey before you invest
A well-diversified investment portfolio can be an inflation-busting strategy over the long term, so follow our guide to get your household finances in order before you plunge into the markets
08/11/2022
Aegon reports second quarter 2022 results
Steady progress on transformation allows Aegon to increase its free cash flow outlook
08/10/2022
J. Stern & Co opens new Malta office
The Malta office – located on Sir Augustus Bartolo Street in the town of Ta’ Xbiex – will see Stern promoting its services direct to EU citizens once again.