05/08/2018
Fairstone links with London-based IFA ahead of future acquisition
Third firm to join DBO programme in 2018
Alternative Investments
05/04/2018
Capital market risks loom if passives dominate
The asset management industry is split on the market implications if passives continue to rake in inflows, while investors lose faith in active management.
05/03/2018
Baillie Gifford to shift Schroder UK to ‘other end of spectrum’
She characterised the current portfolio, run by Schroders fund manager Philip Matthews, as a ‘core value’ collection of stocks.
05/03/2018
Exo Investing launches tailored portfolios to investors with £10,000
A new investment website has launched offering low-cost options to people with £10,000 to invest, which could suit beginner investors
05/03/2018
ABP pays higher fees to hedge funds despite 2017 losses
Within the hedge fund allocation, the return on investment in US dollar-based hedge funds was positive.
05/02/2018
DFMs using sector ETFs doubles
And a further 44% of respondents said they expect sector ETFs to be used more over the next year.
05/02/2018
Gresham House swoops on rival to double assets
The company will have five specialist alternative investment strategies: forestry, new energy, UK housing and infrastructure, private assets and strategic public equity.
05/02/2018
Curtis Banks launches property companies
The company is already moving forward with client instructions, and offers a wide range of legal services to Sipp
05/02/2018
HQ Capital successfully closes secondary funds ASF IV and AASF
ASF IV holds final close at USD 503 million, AASF at USD 250 million hard cap
05/02/2018
Allianz Global Life Expanding their International Hub in Dublin
The two companies make up the Allianz life assurance international hub in Ireland, which has grown continuously over the past five years.
05/02/2018
Ex-Franklin Templeton pair named founding partners in Mobius launch
Once launched the fund will look to tap the growing focus on responsible investing
05/01/2018
Fulcrum Asset Management launches Diversified Liquid Alternatives (DLA) Fund
The Fulcrum Diversified Liquid Alternatives Fund will offer exposure to liquid alternatives for DC and DB pension schemes, endowments and foundations as well as for wealth, private bank and family office clients.
05/01/2018
Qatar Wealth Fund May Sell High-End European Hotels
Properties in Cannes, Amsterdam, Frankfurt may be sold by QIA
04/30/2018
Three trusts gunning for change for the better
This leaves the board having to find a new investment group to generate the trust’s attractive 6% dividend yield.
04/30/2018
How Emotional is the Fed? by Gary Dugan
A Fed pressure index suggests that the core inflation could rise by over 100 basis points through the next two years and the index is still rising.
04/30/2018
Harwood extends buying spree with £42m IFA purchase
The deal suggests that the group is not going to allow a management restructure announced this month to put a brake on its aspirations.
04/30/2018
Record results for midlands wealth management group
Substantial re-investment in the business has also taken place which has ideally positioned The RU Group for further growth during the next financial year and beyond.
04/30/2018
Mind the performance gap between Oeics and investment trusts
This is despite the average investment company outperforming the average open-ended fund consistently over the long term.
04/30/2018
Ten new funds added to FE Approved List in latest rebalance
Significant funds removed
04/27/2018
Sanlam launches AIM portfolio IHT service
The service has an initial charge of 1.5% with a 2% plus VAT annual management charge.