InvestEngine, an online wealth manager, has announced the launch of its DIY platform that allows investors to build and manage their own investment portfolios for free.
Hymans Robertson is supporting and driving a new action group, The Climate Impact Initiative, which aims to encourage providers to make climate friendly impact investment options available for all savers regardless of plan size.
PIMFA, the trade association for wealth management, investment services and the investment and financial advice industy, has urged the Financial Conduct Authority (FCA) to press forward with tangible, tested proposals to introduce friction into the consumer journey with respect to financial promotions.
A new survey of institutional investors and wealth managers from the US, UK, France, Germany, and the UAE who currently have exposure to cryptocurrencies and digital assets, reveals that 82 per cent expect to increase their exposure between now and 2023.
Independent global investment research company Vadevalor has launched a fund manager search engine as part of its rollout to the UK funds market. The firm has researched the many thousands of equity fund managers working in the European market and has awarded a rating to those individuals it deems to have added value over the longer term.
The Franklin Templeton Investment groups and three of their affiliated specialist investment managers ClearBridge Investments, Brandywine Global and Martin Currie have joined the Net Zero Asset Managers Initiative, representing more than USD948 billion in assets under management.
Investment platform, eToro, has launched a portfolio that allows investors to back companies playing an integral role in semiconductor manufacturing and commercialisation.
Tribe Impact Capital (Tribe) has revealed its carbon and greenhouse emissions across the business. The firm writes that following its commitment to setting a Science Based Target, alongside its net zero pledge, Tribe is publicly accountable for expediting its approach to climate change and to reducing both the warming potential and the carbon emissions of its investments.
TEAM plc, the recently listed wealth, asset management and complementary financial services group, is pleased to announce that on 2 July 2021 it acquired JCAP Limited, trading as JCAP Treasury Services, a leading Jersey based provider of cash management services, focused on improving the return and mitigating the risks associated with the management of cash for institutions, professional advisers, trustees and high net worth individuals. JCAP has over GBP1.3 billion in assets under advice.
STEP, the professional association for practitioners who advise families across generations, today celebrates 30 years of being at the forefront of change in the inheritance planning industry by setting high standards and promoting education for trust and estates advisers worldwide.