12/12/2022
Benchmark takes stake in Oculus Wealth Management
Oculus will continue to operate independently but with further support from Benchmark for the existing management team.
Alternative Investments
12/08/2022
DFMs and investment solutions — what's changed for advisers?
Focus on cost transparency and client value for money
12/07/2022
Old Mutual International Guernsey sold for £3.6m
Acquirer eyes further deals to hit its $2bn AuM target by 2025
12/07/2022
Canara Bank won Banker’s Bank of the Year Award
Canara Bank won the ‘Banker’s Bank of the Year Award 2022’’ for India segment at the Global Banking Summit held in London.
12/07/2022
EU, Apac and UK top three regions for life insurance expansion
Consolidation is a ‘trend that has not yet run its course’
12/07/2022
Swiss Life REF (CH) ESG Swiss Properties: Portfolio purchase worth around CHF 240 million
Its investment focus is on residential real estate in Swiss cities and their surrounding areas.
12/07/2022
UK equity funds leak a further £1bn in November as investor confidence tanks
Fixed income sees significant inflows
12/07/2022
Sampo eyes spin-off of life insurance, asset management business
The board will only recommend changes to the structure if clear visibility on shareholder value creation can be attained.
12/07/2022
Revealed: Gold funds set to suffer without ESG credentials
HANetf study
12/06/2022
Former Killik & Co financial planner sets up UK advice firm
Business wants to become a ‘retirement income specialist’
12/06/2022
BlackRock to launch two new PE funds after ELTIFs raise almost €1bn
€415m on recent ELTAF
12/06/2022
Young Fundpicker: Higher expected returns offer hope for multi-asset investors
'2022 has felt relentless'
12/06/2022
Selectors on Screen: Aviva Investors' Dal Mas on alternatives and learning opportunities in a crisis
Interviews with fund selectors
12/06/2022
Mercia Asset Management acquires company; profit down, dividend up
Mercia Asset Management said the acquisition adds around £415 million to its funds under management
12/05/2022
Premier Miton profit and assets under management down in recent year
More positively, assets under management had partially recovered to around GBP11.3 billion by November 25, partly thanks to net positive flows during the first two months of financial 2023.
12/05/2022
Abrdn and John Lewis announce build-to-rent partnership
Abrdn will provide the institutional investment for the programme.
12/05/2022
Perspective adds £100mn assets with eleventh deal of year
The advice consolidator topped £4bn in assets near the beginning of this year.
12/05/2022
Project management consultancy LogiKal joins Assystem
The consultancy will bolster Assystem’s infrastructure market offering, helping it to deliver UK projects relating to the country’s green transition.
12/02/2022
Blackstone and Rivean complete acquisition of Esdec Solar Group
Rivean announces completion of continuation fund
12/02/2022
Norwegian asset manager Storebrand toughens stance on biodiversity
Starting immediately, Storebrand said it would no longer invest in companies that dispose of mining waste in the sea or rivers; those involved with deep sea mining; and those which earn more than 5% of revenues from drilling in the Arctic.