03/05/2025
The huge uptick in AUM was driven mainly by requests for financial advisers (primarily focused on pensions, retirement planning, and investment management), which rose 27%.
03/05/2025
These rates are applicable to new loans for owner-occupied facilities on mortgages exceeding £2 million and are subject to an individual assessment.
03/05/2025
Together, the three deals bring in over £300m of assets under management, bringing Wren Sterling’s total assets to around £9bn.
03/05/2025
Deadline to nominate is only a couple of days away on 7 March 2025
03/04/2025
The funding round, which includes £4 million in equity and a £45 million debt facility, was led by a large US private credit fund focussed on supporting lenders internationally.
03/04/2025
The funds include a mix of passive and active investment opportunities across asset classes and are aimed at D2C and workplace pension clients.
03/04/2025
The platform's CEO, Borja Oyarzábal, will continue to lead the project, which aims to reach more than €8 billion in investment commitments in five years, with plans to expand in Europe.
03/04/2025
After an already positive investment year in 2023, Swiss Accident Insurance Suva increased its investment result again last year.
03/04/2025
If we can’t get those two things together, then we will be failing the adviser and their businesses.
03/03/2025
The stamp duty threshold for existing buyers is set to halve from £250,000 to £125,000 in April and will result in an additional tax charge of up to £2,500.
03/03/2025
The addition of offshore bond provider partnerships allows advisers to provide robust tax efficient solutions they can use with their clients.
03/03/2025
The Preqin report compared private asset classes with their public market counterparts, offering insights into future return prospects.
03/03/2025
Fixed income hedge funds have gained prominence among institutional investors, with 60% currently invested in hedge funds and 84% allocating to fixed-income strategies
02/28/2025
IQ-EQ was proud to be among the leaders recognised for driving innovation, transformation and growth across the private markets.
02/28/2025
A key category, Best Investment Advice Firm, honours UK financial advice firms that have demonstrated excellence in investment advice and management services.
02/27/2025
Mortgage completions supported by the scheme had tailed off significantly since it first launched, but these latest figures show there has been a slight increase in uptake.
02/27/2025
Flagship £63bn with-profits range set to be available on FNZ-backed platforms first.
02/27/2025
The Group's earnings power, combined with the reserving actions taken in 2024, give us confidence to increase the pay-out to investors
02/27/2025
Aviva is in great shape
02/27/2025
This is in addition to the existing partnership with Canada Life International Isle of Man