Wealth Management & Market News
- 7IM partners with Brooks Macdonald to offer MPS rangeson September 18, 2024 at 1:59 pm
7IM and Brooks Macdonald have partnered to offer BM’s managed portfolio service (MPS) ranges through the 7IM retirement income solution (RIS) on […]
- UK investment management industry AUM recovers to £9.1trnon August 2, 2024 at 12:27 pm
The amount of assets managed by the UK's investment management industry bounced back to a total of £9.1trn in 2023, up from £8.8trn a year before.
- A passive decade: Only 35% of active funds outperform tracker alternative over ten yearson August 1, 2024 at 11:14 am
Just over a third (35%) of active equity funds have managed to beat the average passive alternative in their sector so far this year, down from 56% […]
- Policymakers urged to implement framework to address active and passive index investing bluron July 30, 2024 at 11:56 am
The CFA Institute has called on policymakers and firms to implement a framework designed to fix confusion caused by increasingly active index-based […]
- Premier Miton embarks on Managed Portfolio Service ventureon July 12, 2024 at 12:02 pm
Premier Miton has launched a managed portfolio service, in an attempt to gain a piece of the growing model portfolio services (MPS) market.
- Lombard Odier IM opens DataEdge alternatives strategy to external investorson July 9, 2024 at 10:37 am
Lombard Odier Investment Managers has opened its DataEdge equity market neutral strategy to external investors through a UCITS structure.
- BNY Mellon undergoes name change amid extensive rebrandon June 12, 2024 at 11:04 am
US-based BNY Mellon, has undergone a full scale brand update, including a new logo and name change.
- AJ Bell replaces Whitmore fund with Man Group GLG Income strategy in MPS rangeon May 16, 2024 at 7:27 am
AJ Bell has replaced Ben Whitmore’s Jupiter UK Special Situations fund in its active and ‘pactive’ MPS ranges with Henry Dixon’s Man Group […]
- LGIM partners with advice firm Apollo IM to provide tailored model portfolioson April 30, 2024 at 2:00 pm
Legal & General Investment Management has revealed a model portfolio service partnership with investment consultancy and advice firm Apollo […]
- RSMR launches Passive Plus MPS range with five portfolios to marketon February 29, 2024 at 1:51 pm
Ratings agency RSMR has launched its Passive Plus managed portfolio service range aimed at advisers who prefer the simplicity and charging structure […]
- FCA private markets review raises valuation concernson March 5, 2025 at 12:05 pm
Private markets firms need to better manage the process they use to value assets, according to a review of the sector by the Financial Conduct […]
- Lords committee to publish report into FCA name and shame 'shortly'on January 23, 2025 at 8:07 am
The Lords Financial Services Regulation Committee (FSRC) is expected to produce its report on the Financial Conduct Authority's (FCA) name and shame […]
- Outlook 2025: More regulation overhaul expected from FCA and the Treasuryon December 17, 2024 at 11:12 am
In this video, Special Projects Editor Cristian Angeloni recaps the key regulatory events that have shaped 2024 and their impact on the industry, as […]
- FCA softens enforcement approach following backlashon November 28, 2024 at 11:35 am
The Financial Conduct Authority has sought to ease concerns regarding its enforcement investigations following industry backlash earlier this year, […]
- MainStreet Partners launches SDR due diligence tool for fund buyerson June 14, 2024 at 12:04 pm
MainStreet Partners have launched a tool to help fund buyers verify compliance with the Financial Conduct Authority's Sustainability Disclosure […]
- BNY Mellon undergoes name change amid extensive rebrandon June 12, 2024 at 11:04 am
US-based BNY Mellon, has undergone a full scale brand update, including a new logo and name change.
- Deep Dive: Consumer Duty is already improving standards but challenges remainon May 31, 2024 at 10:22 am
After ten months since the Consumer Duty came into force, the regulation has already started changing the way the asset management industry relates […]
- Asset managers face SDR implementation challenges as deadlines approachon May 30, 2024 at 10:56 am
Asset managers are facing several implementation challenges in their efforts to comply with the upcoming Sustainability Disclosure Requirements and […]
- The existential threat at the heart of Britain's biggest wealth manageron May 15, 2024 at 7:50 am
St James’s Place, Britain’s biggest wealth manager, was promoted to the FTSE 100 for the first time almost exactly ten years ago.
- 'Crucial' SDR extension to portfolio management will ensure 'uniform standard' for the sectoron April 23, 2024 at 2:56 pm
The Financial Conduct Authority’s plan to include portfolio management in the remit of the Sustainable Disclosure Requirements has been described […]