Fidelity International has acquired Legal & General Investment Management’s (LGIM) UK Personal Investing business. The acquisition will form part of Fidelity’s Personal Investing platform.
Sustainable and ESG-focused funds should sit at the heart of investors’ long-term portfolios now, with the seismic shift seen towards such mandates in recent years unlikely to be reversed, according to Adrian Lowcock at Willis Owen .
The Financial Conduct Authority’s (FCA) recent decision to ban the sale of derivatives and exchange traded notes (ETNs) linked to cryptoassets to retail customers is a huge setback for the UK in maintaining its dominant position as a global fintech hub. The FCA’s decision has left many in the cryptoasset sector questioning the regulator’s willingness to collaborate with them and listen to the views of key market participants.
Aviva Investors launches training programme to help financial advisers cater for increased ESG interest
Aviva Investors has launched ‘ESG: Know How’, an initiative designed to meet the rising demand for better adviser knowledge of environmental, social and governance (ESG) investing. ‘
By Matt Dickens, Senior Business Development Director at Ingenious – Financial planners and wealth managers should of course be striving to deliver on the needs and circumstances of specific clients with the most suitable and effective advice. But as with any service, this must be delivered at the best possible value for the investor. Value can be simplistically defined as the service that delivers the most at the lowest financial cost, but in the estate planning space, how do you assess what good value is?
A new report launched by Campden Wealth, Global Impact Solutions Today (GIST), and Barclays Private Bank reveals the growth in leading private wealth holders and family offices investing for positive social and environment impact, with the average portfolio allocation set to almost double, increasing from 20 per cent in 2019 to 35 per cent by 2025.
The growing trend of advisers outsourcing portfolio construction is likely to slow in the short term as advisers seek to re-assert control over client portfolios in times of market volatility, according Cerulli.
Almost half of UHNW families do not have a structured process for identifying risk, says Stonehage Fleming survey
Forty per cent ultra high net worth (UHNW) families do not have a process for identifying, quantifying and mitigating the many and varied risks a family may face, according to a new survey by famly office Stonehage Fleming.
Calvert Research and Management (Calvert), a subsidiary of Eaton Vance Corp (Eaton Vance), has launched the Calvert Institute for Responsible Investing (Calvert Institute), an affiliated research institute dedicated to driving positive change by advancing understanding and promoting best practices in responsible investing.