Managers of Wealth

The International Stock Exchange - The Home Of UK REITS?

More recently, the relaxation of the REIT regime introduced by the Finance Act 2012 has widened access to the REIT regime to small and medium sized property companies.

Record-breaking $19 billion fund to be administered in Jersey

ASF VIII is now the world's largest secondaries platform

Winners Announced for 2020 U.S. Morningstar Awards for Investing Excellence

Morningstar selects leaders in three categories: Outstanding Portfolio Manager, Exemplary Stewardship, and Rising Talent. The winners will be featured on CNBC's "Power Lunch" program today and throughout the week.

BlackRock says it is warming up to Europe, which could outgrow the US in second half of the year

Fund manager is impressed by the EU's financial response to the coronavirus outbreak

Ascot Lloyd adds £1.2bn with six acquisitions

We now have over 18,000 clients serviced by our 18 offices.

UK asset owners lag fund managers on ESG factors

Just one third of asset owners have dedicated ESG governance professionals

BlackRock Geir Espeskog on how ETFs can Build Asia’s Rising Tide of ‘Whole Portfolio’ Thinking

He reports that his team found that existing investors had really benefitted from this additional liquidity through the worst of the volatility

Fund domiciliation remains key consideration for alternative fund managers

Among the event attendees was AlphaWeek's Greg Winterton

Sustainable Infrastructure Income Fund listed on Luxembourg Stock Exchange

The objective of the Fund is to achieve an attractive risk-adjusted return across all market conditions through financing, owning and operating a diversified portfolio of high-quality sustainable infrastructure assets

iM Global Partner launches the Oyster Sustainable Europe Fund

The two companies have chosen to incorporate an SRI component to the management of the fund and thus will use the extra-financial analysis approach developed by Zadig since 2018.

Pacific Asset Management and Fidelius Group announce major strategic partnership

The deal represents the largest undertaken by Pacific Asset Management to-date. Fidelius Group, headquartered in Bath, advises on £1.5bn of assets.

Vanguard expands ESG equity range in dual launch

"Vanguard will continue to seek ways to deliver long-term ESG offerings to meet the evolving needs of investors."

KBI Global Investors responds to IIGCC/PRI/CDP Open Letter on delivering sustainable recovery from COVID-19

The European Union is now beginning to consider economic recovery measures to address the acute shock and impacts of the COVID-19 pandemic.

Fight and be bold: the Private Equity mantra in overcoming the coronavirus crisis

“Putting money to work during market downturns produces higher returns on average.”

Fidelity International Launches New Sustainable ETFs

Three actively managed ESG ETFs: Global, US and Europe

Guernsey sets out ESG criteria governing private equity

Private equity funds domiciled or administered in Guernsey have a net asset value of more than £120bn.

UK's Capco buys Hong Kong billionaire's stake in Shaftesbury for $540 mln

Adds details on Samuel Lee's stake, background

COVID-19 and Club Deals: An Alternative to Debt Financing for Acquirors

An acquiror must be sensitive to these issues and consult with antitrust counsel early in the process to address any potential concerns.

Award-winning fund manager found dead near manor home

His UK Absolute Equity Fund had been an impressive performer but had lost more than a third of its value in March, or about £180m, as global stock markets nosedived when Covid-19 took hold.

BlackRock lures top asset managers, wealth funds after PNC exit

Existing shareholders Wellington Management, Capital Group Cos. and Fidelity Investments were among those that bought shares