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Alternative Investments

11/15/2022

Why Don't Investors Like UK Income Funds?

Fund flows reveal that investors keep withdrawing funds from their income vehicles

11/15/2022

Waverton sees 'net inflows of £100mn a month from advisers'

Waverton believes the growth in demand for its models has come partly as a result of the structural shift in the advice market towards outsourcing of investment management.

11/14/2022

German Family Office Lennertz Raises Third European Private-Equity Fund-of-Funds

The firm has so far amassed nearly $20 million for the private-equity vehicle with a target of up to $50 million

11/14/2022

Inflation and volatility: Do not let the two trends of 2022 burden your portfolio

Non-traditional investing

11/14/2022

IQ-EQ wins European Specialist Administrator of the Year at the Funds Europe Awards 2022

These high-profile awards acknowledge individual and company contributions within the European funds community and credit those who have advanced the cross-border agenda within the funds industry.

11/14/2022

ZEDRA completes the rebrand of US Global Expansion Specialist, Axelia Partners

Reflects ZEDRA’s ambition to be recognised as an international leader in global expansion services

11/11/2022

Sancus Completes £10.95m development loan for 22 houses in Norfolk

Funding supports phase 2 of a 153-unit scheme

11/11/2022

Royal London expands Irish pension offering with partnership

“We’re confident that our technology offering built together in partnership with the team in iPipeline, will deliver to financial brokers and customers a very efficient and best-in-class digital experience.”

11/11/2022

ZEDRA continues to expand professional independent pension trustee services offering in the UK

AAA and TML will sit alongside, and report through, ZEDRA Governance Limited (formerly PTL) and will be fully integrated under the ZEDRA brand in due course.

11/11/2022

Advice firm launches retirement brand

Accessing independent pension advice, unique to an individual’s circumstances can be incredibly difficult.

11/11/2022

Illimity posts €19.1 million net profit for Q3

Growth is expected to accelerate further in the fourth quarter of 2022, taking net profit for 2022 to at least 75 million euro with an ROE of ca.

11/11/2022

iCapital® expands Lisbon office

The expansion of its presence in Portugal reflects iCapital’s rapidly growing global footprint

11/11/2022

Investment manager opens Madrid office

To meet client demands for alternative solutions across Spain

11/10/2022

Aviva plc Q3 2022 Trading Update

Strong capital and liquidity positions despite market volatility

11/10/2022

Alternative Credit Managers Launch ESG Integrated Disclosure Tool

Standardised template to drive enhanced transparency and accountability

11/10/2022

Vanguard’s Europe boss eyes pension switches to boost UK platform

The US asset manager expects new client numbers for its UK platform to hit 125,000 this year, a sign it is starting to nip at the heels of some larger rivals

11/10/2022

'Big existential questions' around investing landscape, M&G says

“There are big existential questions around what a low risk asset looks like.”

11/10/2022

Lenders need to show customers more financial support

The biggest change highlighted by the survey is the reduction in new mortgages for house purchases, which is expected to continue in the next quarter.

11/10/2022

Continued top-line growth and strong solvency position

The Life business continues to experience positive operating trends which are offset by the effects of the strong U.S. dollar and weaker financial markets.

11/09/2022

Financial planning firm unveils Leeds operation

Office will be run by a former Quilter adviser

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