07/12/2022
Once complete customers are presented with a health check score and a personalised dashboard highlighting both areas of strength, as well as opportunities for improvement
07/11/2022
The goal is to promote public and private investment in Italy, improve the selection and financing of green projects and trigger over €1 billion in new financing for public entities, particularly in the south.
07/11/2022
Progeny first entered the Scottish market with the acquisition of fellow Edinburgh-based firm, Innovate Financial Services, in February 2019.
07/11/2022
The SFF is focused on investing in companies with long term track records of consistent growth and cash generation across a broad spectrum of the European financial services sector, drawing on Cinven’s extensive network of relationships, origination
07/08/2022
Thirteenth month of outflows
07/08/2022
The providers argued that the wording of the relevant regulations explicitly mention incentives to transfer — such as PensionBee’s “refer a friend” scheme — as a reason to raise “red flags”, which means a statutor
07/08/2022
House prices increased by 1.8% in June, the twelfth consecutive monthly rise
07/08/2022
Some MPs and business leaders suggested he should go sooner rather than later to allow a new administration to try to tackle the sharpest rise in the cost of living for 40 years, which millions of UK households are struggling with.
07/06/2022
For a small number of funds, it proved to be a good start to the year, especially for those with energy exposure, who filled the top five positions and eight of the top 10.
07/06/2022
Second acquisition announced since investment by Lightyear Capital as Wren Sterling accelerates its growth strategy
07/05/2022
But fund belonging to subsidiary R&M run by Hugh Sergeant loses accolade
07/05/2022
Following completion of recently announced acquisitions, the Group will operate from over 80 offices in 40 countries worldwide, with 10,000 employees servicing $2.75 trillion in assets across administration, depositary, custody and under management.
07/05/2022
“It is imperative they seek independent financial advice to ensure it’s the right choice for both them and their relatives,” she said.
07/04/2022
Franklin Templeton’s Jenny Johnson says the shrinking shape of public markets has forced traditional firms to think differently.
07/04/2022
Until now, advisers have predominantly accessed PruFund via the investment manager’s ‘Retirement Account’.
07/01/2022
Scott Wheway to stand down; Mark Pain appointed Chairman
07/01/2022
These include a lack of clarity on stewardship expectations, an overemphasis on short-term performance, and not taking enough account of the stewardship outcomes.
07/01/2022
UK shares slam into reverse as a slew of worrying data on the UK economy and housing market brings a sense of foreboding to markets.
07/01/2022
Nicky, who relies on her works pension to get by, said she has been calling Mercer twice a week and every time she’d get a different story.
06/30/2022
The lower liquidity of private markets means it is much more difficult for investors to divest if they become unhappy with the investments they have made.