02/07/2022
AXA IM unveils low volatility short-duration green bond fund
Aims to minimise volatility
Alternative Investments
02/04/2022
Fall in Meta Platforms’ share price will hit pension funds invested in US markets
Meta, the owner of Facebook, accounted for a 1.3 per cent weighting in the MSCI World Index of share markets, so could easily account for as much as 1 per cent of the nest-eggs of typical pension savers.
02/04/2022
ESMA Report highlights liquidity concerns for Alternative Investment Funds
The main risk faced by the sector relates to a mismatch between the potential liquidity of the assets, and the redemption timeframe offered to investors.
02/04/2022
AJ Bell changes multi-asset fee structure
This means the majority of funds will see a reduction in cost with only the balanced fund seeing a slight increase.
02/04/2022
AIG Life launches ‘protection toolkit’ for advisers
Vicky Churcher, AIG Life’s intermediary director, admitted “talking about protection isn’t easy”, but that finding the right tools should be.
02/04/2022
London VC firm SuperSeed launches £50m fund
Europe continues to develop world class technology and the European startup ecosystem has exploded over the last decade.
02/04/2022
Octopus Investments CEO: Advice firm acquisition not off the table
“Nothing is off the table.”
02/04/2022
Abrdn axes 130 insured funds
Abrdn is closing 91 insured funds within its Onshore Bond and 42 within its Wrap Sipp.
02/04/2022
Aegon Property Income issues third distribution to investors
£26m minimum
02/03/2022
EBRD helps transform accountancy firm’s website
A complete overhaul was needed, with a focus on features, analysis and the ability to post regular, high quality content.
02/03/2022
EBRD teams up with BNP Paribas’s leasing arm in Turkey
The company operates in Turkey as BNP Paribas Finansal Kiralama A.Ş.
02/03/2022
LEBC returns to profit but ‘uncertainty’ remains over claims
LEBC said the figure related to “defined benefit thematic reviews”
02/03/2022
STM Group subsidiary debuts 'super' service for Australian residents with UK pensions
Over the last five years I have seen various rule changes that advisers need to keep up to date with from the ATO and HMRC respectively.
02/02/2022
Neuberger Berman launches second PE fund for retail investors & cuts minimum
The fund group has halved the minimum investment requirement from €50,000.
02/02/2022
IFGL eyes more acquisitions after private equity backer switch
Another PE firm is set to become the biggest investor in RL360’s parent company
02/02/2022
Universal-Investment awarded ManCo mandate for Fisch Asset Management’s fund portfolio
The funds were transferred to Universal-Investment Luxembourg’s fund service platform with effect from 01 January 2022.
02/02/2022
Perspective breaks £4bn Aum with first deal of the year
As part of the deal, Beanland directors John Garvey and Colin Pritchard will remain as financial planners and lead the office, alongside the rest of the team.
02/02/2022
Older DC pensions could lose savers 'thousands'
In addition to concerns over the fund cost, the report warned that the portfolio allocation may no longer be appropriate for savers.
02/01/2022
Kingswood buys Rotherham-based IFA in second acquisition of 2022
The deal is subject to regulatory approval.
02/01/2022
eQ Asset Management announces record closings in private equity
Fund raising and investment periods will be the same for both funds, as well as investment focus on same geography and underlying company characteristics.