08/03/2020
Hill Oldridge joins John Lamb
The firm’s dedicated team combines specialists in equity release, insurance underwriting and broking.
Alternative Investments
08/03/2020
Amati UK Smaller Companies Fund first to be added to Hargreaves Lansdown 'Wealth Shortlist'
The Shortlist, designed to help investors build well-balanced and diversified portfolios, enables investors to cut through the wide range of funds available to UK investors
07/31/2020
BlueOrchard announces strong first half year impact and results amid Covid-19 pandemic
The Principles represent a standard for impact investing.
07/30/2020
Assets plunge and performance losses rise at Man Group during ‘challenging time’
In earnings released on July 30, Man Group reported a negative investment performance of $5.4bn while net outflows rose to $1.2bn
07/30/2020
Small advisers to weather storm of rising costs
“The same was said during [the Retail Distribution Review] and 2008-09 financial crash. But the small business sector has not disappeared.”
07/29/2020
ASI takes control of ex-Barnett trust in ‘rare’ merger
Mergers and acquisitions in the investment trust space are rare, with only a handful to occur over the past decade.
07/28/2020
Adviser turns to acquisitions after hiring spree
Towards the end of last year Progeny also launched a tax arm in a bid to bring financial planning, investment management, private and corporate legal counsel and tax services together under one roof.
07/28/2020
Latest Green Fund launch reflects further growth in Guernsey’s sustainable finance sector
The fund is structured with a co-investment ‘side car’ allowing it to scale up if larger investments are available.
07/28/2020
TPT Retirement Solutions Selects Charles River for Portfolio Management and Risk
“In addition, investment process automation and analytical tools also reduce both operational and portfolio risk and increase efficiency in the front and middle office.”
07/28/2020
M&G doubles down on trust takeover
“M&G Investment Management continues to believe the proposal is highly attractive and in the best interests of all UK Mortgages shareholders.”
07/27/2020
Azora launches new European leisure hotel fund with EUR680m in intitial commitments
Azora EH&L received strong support from a group of leading global investors, including one of Europe’s largest pension fund investors, non-European sovereign wealth funds, and a large global institutional investor.
07/27/2020
Mediterranean resort fund raises €680m in show of faith in European travel
Big investors check into ‘sun and beach’ hotel vehicle from Spain’s Azora
07/26/2020
S. Korea’s Wealth Fund Sets Sights on Commercial Properties in Europe, China
The KIC’s planned investments come amid rising office vacancy rates in the Chinese commercial hub of Shanghai and other major Chinese cities due to the COVID-19 pandemic.
07/24/2020
Melville Rodrigues named in Chambers and Partners' UK real estate fund lawyer rankings
Senior Consultant - Fund Services, Melville Rodrigues has been named for another year in the prestigious Chambers and Partners' UK real estate fund lawyers rankings.
07/24/2020
Schroders raises additional €125m for debut European hotel fund
A final close is expected in the fourth quarter of 2020.”
07/23/2020
Small firms hit hardest as PI premiums reach £110m
According to this morning's data the smallest advice firms, with annual revenue of less than £100,000, bear the brunt of insurance costs, paying a higher proportion of their revenue in premiums.
07/23/2020
Hansard Global Announcement of 4th Quarter New Business Results
Our staff and distribution partners have dealt admirably with the challenges presented and have shown that with flexibility, innovation and technology, many hurdles can be overcome.
07/22/2020
NatWest Trustee and Depositary Services partners with Ardian
The firm’s Fund of Funds platform, which covers both primary and secondary fund of funds, now has $53 billion in assets
07/21/2020
Reinet Investments Company Announcement
NET ASSET VALUE OF REINET FUND S.C.A., F.I.S. AS AT 30 JUNE 2020
07/20/2020
Emerging Markets in Search of a Fresh Impetus
In the medium to longer-term, the issue facing EMs will morph from immediate containment strategies to structural reforms to offset the potential permanent damage to economies.