BFG partners with Briefcase on direct indexing tech
Bell Financial Group has partnered with investment solution provider Briefcase to deliver access to direct indexing technology to its clients.
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Winners crowned at Fund Manager of the Year Awards 2025
More than 20 winners have been revealed for the annual Fund Manager of the Year Awards.
Relative Return Insider: Conflict, defence spending, CPI, and a not-so-beautiful bill
AUTHOR
Keith Ford
FSC calls for per capita CSLR levy limit
The Financial Services Council has recommended implementing a per capita limit per annum for financial advisers when it comes to the CSLR levy to allow them to expand their business without levy uncertainty.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Wealth managers look to active management for outperformance potential
Wealth managers are planning to increase their use of active strategies as they believe active management offers diversification and outperformance potential for their clients, according to Schroders.
Pinnacle’s Macoun backs Metrics’ future with share sale
Pinnacle’s managing director Ian Macoun has offloaded a 1.73 per cent stake in the company, with plans to reinvest the proceeds into funds managed by Metrics Credit Partners.
Where to look in fixed income to replace AT1s
With AT1s being phased out, what fixed income alternatives can advisers use to replace these assets and the income they provide to clients?
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
Escala Partners ramps up alts allocations
Private wealth manager Escala Partners has increased its alternatives allocations to more than a third in the past three years, describing the asset class as offering “fertile ground” for diversification.
AUTHOR
Shy-Ann Arkinstall
DASH set to complete latest capital raising
DASH Technology Group has seen a 49 per cent uplift in its carrying value and is completing a new capital raising, having already received $30 million from growth investor Bailador.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
3 areas to expect asset and wealth management M&A in H2
At the halfway point of the year, consolidation pressures continue to drive financial services M&A with three areas identified as targets for asset and wealth managers, according to PwC’s mid-year outlook.
AUTHOR
Laura Dew
Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.
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