07/24/2023
UK financial planning firm becomes employee-owned
18 staff members now retain 60% of the company
Alternative Investments
07/21/2023
BNP Paribas AM to launch ESG world and infrastructure ETFs on Irish platform
The French asset manager will mirror its existing ETFs on its ICAV
07/21/2023
AJ Bell customers and AUM climb in Q3
Number of customers up 2%
07/20/2023
DWS launches Xtrackers ETFs on equity factors with ESG criteria
The Xtrackers MSCI World Factor ESG UCITS ETFs offer investors exposure to various equity factors, including value, momentum, quality and minimum volatility.
07/19/2023
Ocado nudges towards profitability but remains unloved by UK investors
The business is getting there with profitability, and if it pushes further into the US the opportunity is huge.
07/19/2023
The best private equity and alternative asset advisers for ultra-high-net-worth individuals in 2023
Welcome to the Spear’s ranking of the best alternative asset advisers for ultra-high-net-worth-individuals in the UK
07/19/2023
How the latest UK inflation figure impacts your personal finances
Inflation has eased to 7.9%
07/19/2023
UK listed company profit warnings rise for seventh consecutive quarter
Highest Q2 total in three years
07/18/2023
Zurich Launches Embedded Insurance Solutions
The suite will support end-to-end customer experience, including quotes, purchasing, servicing, and claims.
07/18/2023
State Street Global Advisors to manage UK firm's two new funds
Foster Denovo will offer ‘broader investment options’ to its advisers
07/18/2023
Marco Capital buys Kelvin Re
Humboldt Re, Marco’s 100% owned Guernsey subsidiary, is the acquiring entity.
07/17/2023
BlackRock expects ‘trillions’ in bond fund investments
Plus, chief executives divided on UK pension reforms, government borrowing costs and Luxury and Power at the British Museum
07/17/2023
Europe, equity income and cash: The themes on investors’ minds in 2023’s opening half
In 2022, the sector accounted for 3.63% of research in the Investment Association universe but this climbed to 4.46% in 2023’s first half.
07/17/2023
Pension dashboard delay provides time to improve services, experts say
The best dashboards will provide easy routes for savers to find out what they need to know and make sense of the data they are being shown
07/14/2023
Investors withdraw £360mn a week from Royal London funds
The UK equity exposure has hurt the firm in other areas, its Large Cap UK equity fund has shrunk by about £500mn over the past 12 months.
07/14/2023
SEI Announces Acquisition of National Pensions Trust and Strategic Partnership with XPS
Deal Supports Long-Term Business Growth and Enhanced Member Outcomes
07/14/2023
Bellevue Asset Management: Advisers are our bridge to retail investors
The funds have identified 21 areas which can improve patient care and lower care costs.
07/14/2023
EQT AB (publ) Half-year report 2023
Management fees increased by 63%, which was partly offset by a decrease in carried interest
07/13/2023
Rising popularity of European bond ETFs as providers adapt
While concerns about liquidity persist, European bond ETFs are seeing increased innovation.
07/13/2023
Gen II Fund Services Initiates Major European Expansion with Acquisition of Crestbridge’s Private Equity and Real Estate Fund Administration Business
Acquisition Will Expand Gen II’s Private Capital Servicing Capabilities in Key European Jurisdictions and Increase Assets Under Administration to More Than $1 Trillion.