10/12/2020
These tailored services are underpinned by market leading technology platforms allowing a multitude of administrative and accounting tasks to be completed in a seamless manner, streamlining everyday processes and reporting.
10/09/2020
Removes 185-day notice period
10/08/2020
The trust’s investment objective was to generate long-term total returns over a rolling five year period by investing principally in UK listed companies with a significant presence in the UK.
10/08/2020
NS&I will reduce rates on its products from November 24, with those on its easy access ‘direct saver’ account falling from 1 per cent to 0.15 per cent (gross/AER).
10/08/2020
All of the fund raising for the company's latest offering took place without any physical meetings.
10/08/2020
River and Mercantile’s (R&M) pre-tax profits dropped nearly 37% to £13.9m from £20.9m last year, with performance fees falling 90%.
10/08/2020
Canada Life’s property fund is an authorised contractual scheme, rather than an open-ended fund, so is not subject to the same regulations as most property portfolios.
10/07/2020
In Italy, UniCredit SpA plans to have 40% of work done remotely after the crisis, while Switzerland’s UBS Group AG estimates that employees could work from home about a third of the time.
10/07/2020
It found that out of the 57 fund managers it had engaged, 11% had improved the fund's impact management process, while 56% of said they had discussed climate change initiatives and identified areas for improvement.
10/07/2020
Guy Hands told a webinar hosted by Guernsey Finance, staged as part of Climate Week NYC 2020, that he believed that longer-life funds and long-term investment would grow in popularity.
10/07/2020
To mitigate the impact, many managers of multi-asset funds have widened their exposure to alternative assets in order to maintain diversification.
10/07/2020
The survey, conducted by the firm’s manager-research team, finds that asset managers are increasing the extent to which they incorporate ESG-specific considerations into their investment activities.
10/07/2020
Clients were promised returns on their investments of between 7 and 16.9 per cent and told their funds would be processed through a security trustee.
10/07/2020
Recently acquired Dunstan Thomas
10/07/2020
PMG Fonds Management is the fund management company.
10/06/2020
BNY Mellon IM broadens fixed income beta fund range
Trio of Dublin-domiciled strategies are designed to capitalise on inefficiencies in the bond market.
10/06/2020
Silex launches fund with ex-Oddo convertibles head
The newly launched fun will be managed by Xavier Hoche.
10/06/2020
Fidelity bolsters platform with Cavendish Online acquisition
They will see no immediate changes to their costs, as Fidelity pledged to retain their current platform charges for at least 12 months from the transaction date.
10/06/2020
The Hartford to sell Navigators’ European business
Premia said it is focused on acquiring and reinsuring legacy portfolios.
10/05/2020
Uncertainty over the November US election and a resurgence of the coronavirus should spur haven buying of bunds, adding downward pressure on yields, according to Citi.