Investment Week provides the latest investment news, analysis …
Dec 5, 2024 · Investment Week provides the latest investment news, analysis and opinion for wealth managers and the UK funds industry
Jupiter plans merger of former Dan Nickols UK small-cap fund by …
Nov 20, 2024 · Beginning back in 2022, Jupiter began a firmwide fund overhaul, mainly targeting "subscale" portfolios with less than £100m of assets under management across its entire asset class mix.
Partner Insight: Consumer Staples - Sector in review
Oct 8, 2024 · The Guinness Global Equity Income Fund currently holds 10 high-quality US and European Consumer Staples stocks. They account for around 25% of the portfolio and make the sector the largest overweight compared to the benchmark.
Autumn Budget 24: Inherited pensions to face IHT from 2027
Oct 30, 2024 · Pensions are currently exempt from IHT and not classed as part of an estate when someone passes away. "We will close the loophole created by the previous government, made even bigger when the lifetime allowance was abolished, by bringing inherited pensions into inheritance tax from April 2027," Reeves said.
Former Artemis manager's new venture acquires Vermeer IM
Sep 24, 2024 · This marks the freshly formed boutique's first deal, having been founded last year after Illingworth departed from Artemis, where he was a global equities manager and co-managed the Mid Wynd International investment trust and the Artemis Global Select fund.
Baillie Gifford withdraws from Climate Action 100+ and Net Zero …
Nov 18, 2024 · A spokesperson for the firm told Investment Week the withdrawal from the two climate-focused initiatives for investors came after the firm's membership "has become contested", adding "this risks distracting from our core responsibilities". The decision to pull out from both initiatives will not ...
Rachel Reeves commits to establishing PISCES framework by May …
Nov 14, 2024 · In an attempt to reinvigorate the UK’s capital markets, Rachel Reeves will use her Mansion House speech tonight (14 November) to commit to establishing the Private Intermittent Securities and Capital Exchange System (PISCES) by May next year.
FCA completes all Woodford investigations but still no end in sight
Sep 26, 2024 · Speaking at the FCA's annual meeting today (26 September), Therese Chambers, joint executive director of enforcement and market oversight, said all investigations from the regulator had been concluded, but the saga is still far from over more than five years on.
The latest conferences and events for investment advisers and …
Investment 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.
Miton UK MicroCap trust headed for voluntary wind-up
Nov 19, 2024 · In a stock exchange notice on Monday (18 November), the board of MINI said that following the level of redemption requests received for the current year, it has engaged with shareholders about the future of the vehicle.