04/24/2023
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
New independent director
04/21/2023
'Thousands' of indicators
04/21/2023
Columbia Threadneedle survey
04/21/2023
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
Cook is the principal of IFA firm Gary Cook Financial Services which is based in Maidstone, Kent.
04/21/2023
NS Partners’ Pierre Mouton won a Citywire award for the global blend equity asset class.
04/20/2023
The final redress figures will be based on investors voting to approve the scheme.
04/20/2023
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
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”.
04/20/2023
The first phase this year will address legacy systems issues and focus on returning the CII to a surplus position after the pandemic.
04/19/2023
German insurance group values smartphone bank at as little as $3bn
04/19/2023
The Academy is part of Ascot Lloyd’s strategy to grow a strong base of talent and to give individuals the development and support they need to succeed in the financial advice industry.
04/19/2023
The European equity fund morphed into a European family enterprise fund.
04/19/2023
Viable alternatives to hedged bonds
04/18/2023
These 2022 results far surpassed expectations for a year marred by the economic consequences of the ongoing war in Ukraine, Brexit, trade wars, sanctions, record inflation, and rapid interest rate hikes.
04/17/2023
Open banking, currently used by about 7 million consumers and businesses, was launched by an order from Britain's Competition and Markets Authority in 2018 requiring nine banks to share data with outside companies, if customers give permission.
04/17/2023
Net outflows at the fund firm narrowed by 57% in the first quarter as sentiment towards emerging markets improved.
04/17/2023
However, Maurice Pedergnana of Zugerberg Finanz is not convinced that hedge funds are well suited to their more conservative clientele.
04/17/2023
Relocation Reflects Apollo’s Commitment to Delivering Full Platform to Europe