Decrease in estate grants: Equity Trustees
There has been an increase in grants from testamentary and perpetual charitable trusts and decrease from estates, according to research from Equity Trustees.
December 15, 2022
Apex wins fund services mandate
Investment advisory firm Kayne Anderson Rudnick Investment Management (KAR) has appointed global financial services provider Apex Group to service its Global Small Cap Fund and support its independent custody services.
December 15, 2022
FPA/AFA merger enters second round of member consultation
The Financial Planning Association and the Association of Financial Advisers have entered the second round of consultation with members on the proposed merger of the two associations.
December 14, 2022
Global X launches global carbon ETF
Global X has launched net-zero emission focused Global Carbon ETF (Synthetic) (GCO2).
December 14, 2022
ClearLife Capital selects Equity Trustees for AU/NZ long short fund
Investment firm ClearLife Capital has selected Equity Trustees to be the trustee for its new Opportunities Fund.
December 14, 2022
Aviva Investors appoints new head of real assets research
Aviva Investors has appointed David Hedalen as head of real assets research.
December 14, 2022
Lifespan appoints Jonathan Pain to its investment committee
Lifespan Financial Planning has appointed Jonathan Pain to its investment committee.
December 14, 2022
Corporate bond products added to Cboe Funds platform
Cboe has partnered with corporate bond company XTB to launch four exchange-traded corporate bond products to the Cboe Funds platform.
December 13, 2022
ECP Asset Management recognised as a responsible investment leader for 2022
ECP Asset Management has been recognised as a Responsible Investment Leader for 2022.
December 13, 2022
UnderwriteMe and Zurich launch underwriting service
UnderwriteMe and Zurich have launched a digital underwriting service that enables medical screening requests to be sent and received electronically via health screening provider United Healthcare Group (UHG).
December 13, 2022
Insync’s Global Quality Equity Fund earns Zenith’s approval
Insync’s Global Quality Equity Fund has earned an ‘Approved’ rating from Zenith as part of its 2022 international sector review.
December 13, 2022
