Home

While traditional assets like stocks and bonds are traded on the public markets, alternative investment strategies such as real estate are less sensitive to the movements of global markets. More and more investors are shifting to alternatives to help them achieve their goals. The Investment Management Survey offers a comprehensive picture of the UK investment management industry, covering assets managed by IA members and the trends driving change across global markets.

Invest for impact

Our proactive approach enables us to seize market opportunities swiftly, potentially enhancing your returns while effectively managing risk. We are a leading UK wealth manager and we’ve been helping plan and invest for generations. We get to the heart of what really matters to you – and support you every step of the way.Today, our clients and investors feel confident knowing they’re backed by the strength and stability of a FTSE 250 company. The high standards we set, our commitment to doing the right thing, and the lasting relationships we build – all contribute to the consistently strong results we deliver over time. Apart from the described rewards, investing in securities may also involve risks.

Triodos IM office

Typically, when interest rates rise, there is a corresponding decline in bond values. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments. Real estate investment trusts (“REITs”) are subject to changes in economic conditions, credit risk and interest rate fluctuations. Carefully consider the Funds’ investment objectives, risk factors, and charges and expenses before investing.

Latest Rathbones news

• These risks often are heightened for investments in emerging/ developing markets or in concentrations of single countries.
• If you require international investment management to manage your portfolio, we can offer accounts managed by an investment manager either based in Jersey, Guernsey, or the UK.
• We are a leading UK wealth manager and we’ve been helping plan and invest for generations.
• The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

Managed by ICI members across mutual funds, ETFs, closed-end funds, and more, underscoring our industry’s economic influence. The 2025 ICI Operational Resiliency Tabletop Exercise, simulated a prolonged outage at AlphaPrime Trust Company caused by its fourth-party vendor, CoreDataX. The disruption affected critical processes such as trade matching, settlement, and client reporting, engaging 42 firms and over 50 participants to examine fourth-party risk and strengthen resilience beyond traditional cybersecurity concerns. Our new paper is the most comprehensive analysis exploring the operational considerations for launching an ETF share class within an existing mutual fund portfolio. We put our people, ideas, and capital to work through impact-oriented programs including 10,000 Small Businesses, 10,000 Women, One Million Black Women, Goldman Sachs Gives, and Community TeamWorks.

We’ll help you understand what questions to ask and how to get a handle on fees and expenses, which affect investment return. In addition, we’ll offer tips on how to choose and successfully work with an investment professional. The strategies discussed are strictly for illustrative and educational purposes rovenmill and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Wealth management combines the benefits of both our Financial Planning and Investment Management expertise.

Since President Donald J. Trump returned to office, his America First economic policies have sparked trillions of dollars in new investment in U.S. manufacturing, technology, and infrastructure. Read their project summaries to learn more about the financed investments and their impact on productivity and environment. Saving and investing money can help you achieve any number of financial goals, from paying for college to enjoying a financially secure retirement. Discover the world’s most comprehensive online database of national investment laws and regulations. Bonds, also known as fixed income securities, are issued by companies and governments as a way of raising money.

We are not allowed to offer, sell, resell or deliver this financial product directly or indirectly to natural or legal persons who are domiciled or whose registered office is in a country in which this is prohibited by law. In such a case we are not allowed to offer any product information either. This particularly applies to the USA and “US Persons” as defined in Regulation S under the Securities Act of 1933 as amended. International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. These risks often are heightened for investments in emerging/ developing markets or in concentrations of single countries. Digital assets, including cryptocurrencies, are increasingly capturing investor attention as the financial landscape continues to evolve at a rapid pace.

We finance projects that improve productivity and benefit the environment in the Nordic–Baltic region. Arbitration and mediation case participants and FINRA neutrals can view case information and submit documents through this Dispute Resolution Portal. FINRA Data provides non-commercial use of data, specifically the ability to save data views and create and manage a Bond Watchlist. The Public Register is a list of publicly available information about company meetings of the FTSE All-Share.

Congress will soon weigh a new set of reforms aimed at boosting capital formation that could translate into faster economic growth, more jobs, and greater household wealth. If you’re looking for better rates of return on deposits than you’d get in an ordinary bank account, cash funds may be an option to consider. They often invest in very short-term bonds known as ‘money market instruments’, which are essentially banks lending money to each other. ICI publishes leading-edge research on financial markets, financial stability, and tax and retirement policy.

Major service outages in internet-connected services are in the news and popping up in error messages on our screens with increasing, and alarming, frequency. Major internet service outages are becoming increasingly frequent and disruptive, with significant downstream effects. These incidents demand rapid, large-scale mitigation efforts from affected organizations. ICI’s tabletop exercise simulated a fictional CoreDataX outage to prepare members for cascading impacts of real-world failures. Get the latest markets insights from Barclays Research, straight to your inbox.