Matt Williams
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7IM’s Ben Kumar reveals why diversification never goes out of fashion
It’s not often you see asset allocation strategies and leggings mentioned in the same update. In this latest insight from 7IM’s Ben…
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Schroders bolsters regulatory reporting tech with implementation of Broadridge’s consumer duty solution for distributor feedback
Global Fintech leader Broadridge Financial Solutions, Inc. today announced a new agreement with leading global investment management firm, Schroders, to better protect consumers…
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Time Investments makes senior sales and business development hire
TIME Investments, which specialises in tax-efficient investment solutions and asset-backed income-producing funds across real estate, infrastructure, renewable energy, and lending, has hired…
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OnePlanetCapital leads investment round into ESG360°
ESG360° the technology platform that helps businesses comply with regulations and mitigate ESG risks has secured an investment round led by OnePlanetCapital…
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Worcester-based financial management firm acquired by MPA
Warwickshire-based wealth management specialist, MPA Financial Management, has successfully completed the acquisition of Worcester-based Suckling Waddington and Partners (SWP) as part of a…
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50 Investors write to Amazon expressing concerns over workers’ rights
Sustainable investment pioneer, CCLA Investment Management has sent a letter to Amazon supported by 50 investor signatories representing over $1.2 trillion in assets under…
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LCP: A quarter of trustees think fiduciary duty shift will help tackle climate risks
Data released by LCP highlights that a significant number in the industry believe that managing systemic climate risk should form part of…
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Twenty7tec’s May mortgage report reveals activity is down but promising signs for First Time Buyers
Twenty7tec, the leading adviser tech provider, has announced mortgage market statistics for May 2024 as follows: Nathan Reilly, director at Twenty7tec, says:…
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Phoenix Group launches new Climate Aware Equity Benchmarks as part of portfolio decarbonisation strategy
Phoenix Group has today launched a bespoke “Climate Aware” index series in collaboration with FTSE Russell, an LSEG business. The FTSE Phoenix…
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MoneyFactsCompare: Are the big banks complying with their Consumer Duty obligations?
Data from Moneyfactscompare.co.uk shows that the big banks are continuing to offer easy access savings rates well below the average, despite their continued obligation…
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