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Henderson European Trust plc Portfolio management arrangements

The Company's approach remains to seek to maximise total return by investing in Europe's "global champions".

Broadstone teams up with Ortec Finance to enhance ESG advisory

Partnership strengthens Broadstone’s ability to assess climate risks for asset owners

Robeco expands emerging market offerings

These strategies employ a structured top-down and bottom-up approach, actively navigating macroeconomic, political, and sustainability risks.

‘The dinosaurs of the platform industry will go extinct’

Thompson-Rye said that platforms have “had it easy” over the years, and as a result have had “no incentive to improve or innovate”.

Where the UK’s ISA millionaires are investing

The UK's biggest investment platform said there were 1,322 "ISA millionaires" on its platform as of the end of December.

ARC launches benchmark MPS Index Series to give IFAs clarity on model solutions' performance

The new indices, to be launched in Q2 2025, will include model portfolios on adviser platforms together with funds that mirror MPS strategies.

Best and worst-paying annuity gap widens on bond-market volatility

The difference has been trending higher for more than a year but has reached a peak in recent weeks, Just Group said.

National advice firm Shackleton cuts platform fees as growth ramps up

The overall cost of the VT Esprit Tactical Growth, the largest fund in the range at £340m, has dropped from 0.75% to 0.68%.

European mutual funds and ETFs see net inflows of €60bn in December

Over the course of 2024 mutual funds saw net inflows of €363.9bn and ETFs saw net inflows of €256.4 bn.

Goldman Sachs Asset Management enters active ETF market in EMEA with fixed income launches: GIGU and GIGE

The firm writes that the strategies have the potential to achieve a long-term return by actively investing primarily in investment grade fixed income securities of corporate issuers.

MFS launches contrarian capital fund

A controversy can take many forms. It can be anything from a conflict over cyclical versus structural pressures to a temporary impairment of the business model.

Hedge fund assets hit record as Trump takes office

The hedge fund industry navigated an eventful 2024, characterised by inflation concerns, fluctuating interest rates, and geopolitical uncertainty

Aurora UK Alpha: Survival of the biggest

Aurora and Artemis Alpha’s £260.9m merger was the last in a record-high year for M&A deals in 2024

Belmayne achieves CISI Chartered Firm status

The prestigious accreditation signifies that the firm is operating at the highest level of professionalism in financial planning.

SEB wins triple honours in Fund of the Year Awards – named Fund Management Company of the Year 2024

This year, SEB Asset Management has won a total of three awards, including the prestigious title of Fund Management Company of the Year.

Zurich Fintech Sold to Spain

International success stories are rare in the Swiss startup and venture capital scene.

Euronext to acquire Nasdaq’s Nordic power futures business

The agreement entails the transfer of existing open positions in Nasdaq’s Nordic power derivatives

Dynamic Planner launches Financial Personality Insights to improve client understanding

Financial Personality Insights goes beyond identifying a client’s risk profile by exploring the personality traits that shape their approach to risk.

Foresight Group's Natural Capital strategy reaches £50m milestone

This latest subscription has doubled the backing by the two institutional pension funds, and taken it through a £50m milestone, for Foresight’s existing UK-focused strategy.

Private equity drove Jersey’s fund growth in 2024, data shows

Private equity and venture capital funds maintained their dominance, achieving a 9% increase in net assets for funds with over $20 billion.

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