Alternatives trusts are urging index compilers to classify them by what they own rather than their legal wrappers, opening the door to mainstream benchmark inclusion.

In response to the recent malaise, shares in housebuilders have fallen sharply and are now valued at a ‘meaningful discount to net asset value’. ‘Bellway’s share price has halved from its post-Covid ...

Emirates NBD has named its new head of investment funds, hiring internally. Akshay Bhandarkar has been given the expanded role, where he now has oversight of mutual funds, ETfs and private assets ...

One of the clearest trends emerging from the Middle East’s search for income is the growing use of exchange-traded funds (ETFs) as a portfolio construction tool, particularly active strategies that ...

The £816m renewables trust has sold its remaining 49% interest in six gas-to-grid anaerobic digestion facilities to Future Biogas, which is a portfolio of companies owned by 3i Infrastructure (3IN), ...

Modern Wealth director of investments Stephen Tuckwood is scaling the firm’s centralized investment platform to support a growing advisor base heading into 2027. Tuckwood has a team of six analysts at ...

Hybrid RIA Snowden Lane Partners has agreed to pay more than $360,000 to settle charges from the Securities and Exchange Commission (SEC) that it improperly disclosed conflicts of interest related to ...

Graham Spence, who helps run the $7.7bn JP Morgan American investment trust, departs to pursue another opportunity.

Envestnet was part of the initial wave of integration partners with Anthropic's Claude for Financial Advisors, as was competitor Orion, which has opted to charge MCP and API fees for vendor partners.

How Geneva’s biggest private bank combines institutional asset servicing and bespoke wealth solutions for external asset ...

Plannr, the customer relationship management (CRM) provider for advice businesses, has appointed Guy Tolhurst as its first CEO. Tolhurst had been working in Plannr’s strategic advisory and leadership ...

Dean Proctor expects to identify his next acquisition target before the year is out and says he has no doubt his firm will ...