Managers of Wealth

Schroder Small Cap Discovery – fund manager change

Until late 2021, he'll take on an advisory role, in which he'll offer ongoing support to portfolio managers and analysts at Schroders, and continue to analyse company and market data.

Willis Owen reveals the best and worst sectors and funds in August 2020 - Gilt funds tank as spectre of inflation returns

The recovery in the UK and globally continues to defy many investors’ expectations.

Blackrock launches thematic equity fund

The BGF Multi-Theme Equity fund gives investors access to five megatrends identified by the BlackRock Investment Institute (BII).

BMO GAM launches China A-Shares fund

The fund focuses on companies that will grow due to the trends of urbanisation, income growth and technological advances.

Investment PR boutique Phoenix Shortlisted in the 2020 Corporate & Financial Awards

The Corporate & Financial Awards recognise excellence in this area and in all aspects of corporate communications with these stakeholder groups.

KBIGI Awarded Maximum A+ UN Pri Rating on Relevant Modules for Fourth Consecutive Year

KBI Global Investors boasts a long-standing commitment to Responsible Investing, dating back to the early 1980s, and has been a signatory of the PRI for many years.

The US funds industry - A thriving market

Industry experts suggest that there is continued strong interest from advisors based outside of the US looking to launch fund products to increase their distribution within the US.

Phoenix Financial PR Again Shortlisted for Moneyage Awards

The Awards, celebrating excellence, innovation, and professionalism in the personal finance space, honour the providers and advisers

Temasek buys $4.8 billion stake in investment giant BlackRock

The firm posted a preliminary portfolio value of $306 billion as of March 31.

Newcastle United in takeover talks with Singapore investors

The group added that the talks with Newcastle United owner and British businessman Mike Ashley had taken place in recent days and were ongoing.

Allianz achieves 2.6 billion euros operating profit in 2Q 2020

Second-Quarter 2020 Earnings Release

AAM completes rebrand of Kames Capital

Operating under a single brand will also allow us to be more responsive to the changing markets and the evolving needs of our investors, ultimately ensuring that our client proposition and service remains best-in-class.

North American fund management houses powering post-referendum FTSE revival

Data from investor relations specialists Orient Capital, part of Link Group, shows that 35.9% of shares in UK companies in the FTSE 100 and FTSE 250 are owned by funds and trusts operated by North American companies

The dawn of the hedge fund era

While some strategies managed better than others, on the whole the sector fell short of expectations.

Hill Oldridge joins John Lamb

The firm’s dedicated team combines specialists in equity release, insurance underwriting and broking.

Amati UK Smaller Companies Fund added to Hargreaves Lansdown 'Wealth Shortlist'

The Shortlist, designed to help investors build well-balanced and diversified portfolios, enables investors to cut through the wide range of funds available to UK investors

BlueOrchard announces strong first half year impact and results amid Covid-19 pandemic

The Principles represent a standard for impact investing.

The Fiduciary Group named in Financial Times 300 Top Registered Investment Advisers

The Financial Times 300 list represents an impressive cohort of elite RIA firms from across the United States.

Assets plunge and performance losses rise at Man Group during ‘challenging time’

In earnings released on July 30, Man Group reported a negative investment performance of $5.4bn while net outflows rose to $1.2bn

Latest Green Fund launch reflects further growth in Guernsey’s sustainable finance sector

The fund is structured with a co-investment ‘side car’ allowing it to scale up if larger investments are available.