CBPE Capital LLP (CBPE) has invested in Perspective Financial Group Limited (Perspective), following approval from the FCA.

Dillon Eustace has appointed three new partners across its Corporate and M&A, Tax and Litigation & Dispute Resolution practices.

Private company investment platform Seedrs experienced a record-breaking year in 2019 with GBP283 million invested into pitches, resulting in 49 per cent growth in investment compared to 2018.

Thomas Kuh, PhD, Head of Index, Truvalue Labs (San Francisco) writes on the fourth industrial revolution and how it is affecting ESG investments.

Vanguard, a specialist in low-cost investing, has extended commission-free online trading for stocks and options to all Vanguard Brokerage clients, effective immediately. 

The State Street Investor Confidence Index (ICI) decreased to 79.7 in  December 2019, down 1.7 points from November’s revised reading of 81.0. 

A recent survey of 76 jurisdictions by TMF Group, a provider of administrative support services, has found that only 25 per cent of jurisdictions require a company secretary by law. Yet the report, ‘Conquering the Complexity of Local and Global Compliance’, also found that 69 per cent of jurisdictions believe that company secretaries’ responsibilities are predicted to grow within the next five

Kingswood Holdings Limited, an integrated international wealth management company, has agreed to acquire an 85 per cent majority interest in Chalice Wealth Advisors (CWA), a Registered Investment Advisor (RIA), and Chalice Capital Partners (CCP), an Independent Broker/Dealer (IBD), located in San Diego, California. 

Eaton Vance Management (International) Limited (EVMI), a subsidiary of Eaton Vance Corp (EV), has opened a Dublin office under Eaton Vance Global Advisors Limited (EVGA).

Net sales of UCITS and AIFs totalled EUR 43 billion in October, up from EUR 25 billion in September, according to the latest monthly Investment Fund Industry Fact Sheet from the European Fund and Asset Management Association (EFAMA).