04/27/2023
Trian Investors 1 shareholders vote in favour of voluntary wind-up
To be completed by December
Alternative Investments
04/27/2023
UK listings framework continues to dampen IPO appeal
Lack of capital pool
04/26/2023
Norway’s $1.4 trillion Sovereign Wealth Fund Sees AI as a Bright Spot Amid Inflation Gloom
On the flip side, AI is hitting the mainstream this year and “that we strongly believe is going to lead to a very pronounced efficiency and productivity gains over time
04/26/2023
L&G joins CIExpert’s adviser portal
It follows Zurich, Vitality and the Guardian who have recently signed up with the protection platform.
04/26/2023
RS Robertson Financial Planning acquired by Gilson Gray Financial Management
The latest acquisition by GGFM takes its total assets under management to more than £650 million and forms part of a continued expansion programme, including the recent addition of Edinburgh-based Sarah Hughes Wealth Management.
04/26/2023
Third Point Investors hit by long equity exposure in 'bruising' 2022
NAV drop of 24.4%
04/25/2023
Launching a fund: top 5 considerations
Many of the managers ZEDRA works with already have significant fund experience based on careers in private equity, investment management firms, or hedge funds.
04/25/2023
FTSE in red as UK borrowing soars, but below forecast
FTSE 100 slips back below 7,900 as UK borrowing jumps to its second-highest level since records began, although not as high as expected, providing hopes for tax cuts.
04/25/2023
Axa Investment Managers launches first ETFs on Six exchange
Two of the products are actively managed Article 8 funds.
04/24/2023
The role of alternatives amid macro uncertainty
Investors used to add alternatives to their portfolios for their return potential when interest rates were low, but they now have more flexibility to achieve their financial goals, given the improved return outlook of high-quality fixed income.
04/24/2023
DFM targets 150% AUM growth within three years
The total assets under management of the business now sits at £400mn, with £300mn managed on a discretionary basis and another £100mn of legacy money - some of which is in VCT and EIS accounts, and some of which continues to be managed b
04/24/2023
Kelso Group increases its stake in THG amid takeover rumours
New independent director
04/21/2023
LGIM partners with Verisk Maplecroft to develop sovereign ESG index funds
'Thousands' of indicators
04/21/2023
Number of top-performing funds increases fourfold in Q1 2023
Columbia Threadneedle survey
04/21/2023
First close announced for BlueOrchard/Luxembourg blended finance fund
The GEIF is seeking investments from institutional investors in a portfolio of funds targeting sustainable and impact investments in climate mitigation, climate adaptation, and the protection of water and biodiversity.
04/21/2023
Holborn Financial buys Maidstone-based IFA
Cook is the principal of IFA firm Gary Cook Financial Services which is based in Maidstone, Kent.
04/21/2023
Champion Geneva IAM shuns Euro bank stocks over regulation
NS Partners’ Pierre Mouton won a Citywire award for the global blend equity asset class.
04/20/2023
Redress for Woodford Equity Income Fund investors
The final redress figures will be based on investors voting to approve the scheme.
04/20/2023
Subdued start to year for AJ Bell as platform inflows fall
AJ Bell’s chief executive Michael Summersgill described it as a “slightly subdued start to 2023” but noted that it gained strong momentum in the run up to the tax year end.
04/20/2023
IFS launches review of pension system in new report
The IFS has said that a review of pensions needed to happen now to give people a chance of “avoiding a future that looks much worse than the present”.