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Companies

ESMA finds strong evidence of ‘closet tracker’ funds

Companies | 2 Feb 16

ESMA finds strong evidence of ‘closet tracker’ funds

The European Securities and Markets Authority (ESMA) said a study it undertook found that up to 15% of large, actively-managed Ucits equity funds are potentially just tracking the underlying market index.

Outflows dampen UBS fourth quarter and annual results

Companies | 2 Feb 16

Outflows dampen UBS fourth quarter and annual results

Outflows from Europe and emerging markets dented UBS Wealth Management’s fourth quarter results, while annual inflows ebbed dramatically standing at less than a third of their 2014 levels.

Barclays bids for TD Direct, could rival Hargreaves Lansdown

Companies | 1 Feb 16

Barclays bids for TD Direct, could rival Hargreaves Lansdown

Barclays has emerged as a potential buyer of TD Direct Investing, one of the biggest retail stockbroking businesses in the UK, in a move that could create a challenger to current market leader Hargreaves Lansdown.

Intrinsic buys Financial Adviser School from Sesame

Companies | 1 Feb 16

Intrinsic buys Financial Adviser School from Sesame

Intrinsic, part of Old Mutual Wealth (OMW), has acquired the Financial Adviser School from Sesame Bankhall Group (SBG).

Ex-Hargreaves trio set up high-net-worth investment service

Companies | 1 Feb 16

Ex-Hargreaves trio set up high-net-worth investment service

Former Hargeaves Lansdown executives, Alex Davies, Ben Yearsley and Marta Caricato have announced the launch of a new investment service for high-net-worth investors.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.