The latest conferences and events for investment advisers and …
WEBInvestment Week events. Investment Week produces the must-attend events in the industry. The success and power of the brand has enabled us to host a whole series of market-leading events, including the legendary Fund Manager of the Year Awards, our popular morning briefings, the intimate market focuses and the exclusive Funds to Watch conference for test.
Investment Week provides the latest investment news, analysis …
WEBInvestment Week produces the must-attend events in the investment industry. The Sustainable Investment Awards, Funds to Watch, Investment Week Leaders Summit and Women in Investment Awards are all coming up soon!
Scottish investment completes merger with JP Morgan
WEBSep 1, 2022 · Worth £1.3bn. The £740m JP Morgan Global Growth & Income trust (JGGI) has completed its merger with the £592.2m Scottish Investment trust (SCIN), creating a combined entity worth over £1.3bn. The merger was proposed in October last year, following a 'strategic review' of the portfolios. The combination of the trusts - …
The latest Equities news from global advisers and wealth …
WEBSep 11, 2024 · Equity fund inflows slump by 75% in August as market turbulence dents investor confidence. Fixed income also suffers heavily. 04 September 2024 • 3 min read. 1 2 3. The latest Equities articles from Investment Week - Page 1.
Hargreaves Lansdown relaunches new 68-strong Wealth Shortlist
WEBJun 30, 2020 · Hargreaves Lansdown has released its new 68-strong Wealth Shortlist – a rebranded version of its Wealth 50 list – which has a renewed focus on passive and ESG funds, and now places greater emphasis on performance potential rather than savings for funds' ongoing charges. The newly-rebalanced list, …
The latest News news for investment advisers and wealth …
WEBInvestment trust sector rejoices 'seismic' changes to cost disclosure rules ending 'years of pain'. A year after first House of Lords bill attempt. 19 September 2024 • 4 min read. 1 2 3. The latest News articles from Investment Week - Page 1.
Jupiter rebrands Multi-Asset Income fund
WEBAug 11, 2023 · Jupiter Unit Trust Managers will rebrand the Jupiter Multi-Asset Income fund to Jupiter Merlin Monthly Income Select, effective from 13 October 2023. The change follows the transfer of the management of the fund's portfolio to the Jupiter Merlin multi-asset team in November 2022. This will reflect the alignment with other funds managed by …
Hargreaves Lansdown launches US equity fund
WEBOct 4, 2022 · Hargreaves Lansdown has launched an actively managed US equity fund as part of the ongoing expansion of its investment offerings, Investment Week can reveal. The HL US fund will launch on 1 November 2022 with an ongoing charges figure of 0.83%, plus the Hargreaves Lansdown platform fee of 0.45%. According to …
AXA UK sells AXA Wealth and SunLife to Phoenix; announces …
WEBMay 27, 2016 · AXA's UK life and savings business is composed of AXA Wealth and SunLife. Together with the two previously announced transactions, the overall consideration for the sale of the entire UK life and savings business would amount to around €800m. Life company consolidator group Phoenix said it will pay a …
Rathbones and Investec W&I complete merger to create £100bn …
WEBSep 21, 2023 · The transaction was approved by shareholders in June, with 94.4% of votes cast in favour of the merger and 5.6% against, according to a regulatory filing. Investec W&I UK merges with Rathbones in £839m deal Paul Stockton, group CEO of Rathbones, said Rathbones' combination with Investec W&I UK presents …