03/04/2022
Regulatory uncertainty prompts fund house to explore property fund sale
The regulator's action is aimed at addressing the so-called "liquidity mismatch" which has seen open-ended property funds gate for withdrawals
Alternative Investments
03/04/2022
RLAM sees AUM hit record levels in 2021
Monitoring Ukraine closely
03/04/2022
Tax and wealth advisory firm acquires accountancy business
Griffiths Marshall Advisory Group has today announced that it has recently completed the purchase of Paish Tooth Limited, a firm of accountants and tax advisors based in Cheltenham.
03/03/2022
LEBC subsidiary buys Birmingham advice firm
The purchase, which was for an undisclosed sum, is subject to regulatory approval.
03/03/2022
Pictet launches fifth vintage of Monte Rosa Co-Investment strategy
Today, Pictet manages USD 23 bn in private equity, with over USD 1 billion in the Monte Rosa Co-investment franchise.
03/03/2022
Aviva-Succession deal signals ‘substantial uplift’ for IFA valuations
“To lock in that sort of multiple which shows substantial uplift over the last three of four years is great,” said Smith
03/03/2022
Fidelity International stops investing in Russia and Belarus
According to data from Morningstar, Fidelity International manages two funds accessible to UK investors with an equity exposure to Russia of at least 30%.
03/03/2022
NatWest Trustee and Depositary Services supports Beechbrook Capital Fund
The vehicle has attracted investment through its strategic focus of supporting UK SMEs and stimulating growth of a business segment critical to the UK’s financial recovery from the pandemic.
03/03/2022
UK investors pull £642m out of funds in January
Global and money market funds investor haven
03/03/2022
Square Mile removes Liontrust, CRUX and R&M AA ratings in latest round-up
Three ratings added
03/02/2022
Pandemic slows urbanization and boosts market for second homes
Credit Suisse publishes its ”Swiss Real Estate Market 2022” study
03/02/2022
CommerzVentures closes €300m third fund
With a focus on climate fintech, CommerzVentures is committing to arrange and fund high-quality carbon offsets for portfolio companies in the first year of partnership.
03/02/2022
Baillie Gifford’s £30bn problem
The concentrated nature of the Baillie Gifford investment process
03/02/2022
WisdomTree targets post-Covid recovery with four sector-focused ETPs
Exposure to STOXX Europe 600
03/01/2022
Will sanctions chill London property?
A multi-pronged oligarch crackdown looks set to shift, rather than shake, the capital’s luxury real estate market
03/01/2022
How Russia’s attack on Ukraine blindsided investors
Plus, Terry Smith’s woes, Russia’s key role in commodities markets and Picasso portraits
03/01/2022
DIY impact investing on the rise
Dominic Rowles, lead ESG analyst at Hargreaves Lansdown, says that any investment in impact funds should form part of a well-diversified portfolio.
02/28/2022
AssetCo acquires Edinburgh-based fund manager for £2.8mn
AssetCo said its board believed there were “significant opportunities” to enhance the distribution and appeal of the UK dynamic fund and to widen the funds offered by the company.
02/28/2022
Franklin Templeton launches Shariah-compliant tech fund
Asset manager strengthens specialist investment opportunities with new strategy for manager who runs existing $10.5bn strategy.
02/25/2022
Jupiter CEO rules out M&A as profits rise
Overall, the group suffered net outflows of £3.8bn despite gross inflows of £16.5bn.