Financial Services

Companies providing banking, savings and loans, asset management, credit services, investment brokerage and insurance. UK‑listed companies in this sector include HSBC Holdings plc, Barclays plc, Lloyds Banking Group plc, Standard Chartered plc, Prudential plc and Schroders plc.

Political change and economic surprise lift Asia into focus

A political shift in Tokyo and stronger economic data gave Asian markets fresh momentum as investors weigh near-term volatility against longer-term opportunity...

Phoenix Group reports strong H1 2025 results with 25% profit growth

Phoenix Group Holdings plc delivered a strong first-half performance with IFRS adjusted operating profit up 25% to £451 million and operating cash generation rising 9% to £705 million. The Solvency..

Ashmore Group Plc reports resilient FY25 results with strong investment performance

Ashmore Group posted FY25 assets under management of US$47.6bn, supported by US$4.1bn positive investment performance and improved net outflows of US$5.8bn. Profit before tax was £108.6m, with a final dividend..

Tern Plc delivers stronger interim results with reduced loss and portfolio growth

Tern Plc reported improved interim results for the six months to 30 June 2025, with a 64% reduction in loss, disciplined cost control, and a new strategic investment in Sure..

M&G Plc reports strong net inflows and solid half-year 2025 results

M&G plc delivered half-year results with £2.1bn net inflows from open business, a £3.2bn improvement year-on-year, supported by £2.6bn inflows from external Asset Management clients...

Bankers Investment Trust Plc appoints Richard Clode as Co-Fund Manager

Bankers Investment Trust has appointed Richard Clode as Co-Fund Manager alongside Alex Crooke, effective 3 September 2025. Richard will take over management of the North American portfolio from 31 October..

Plus500 secures ICE Clear Europe Membership to expand futures business

Plus500 has gained clearing membership with ICE Clear Europe, enabling regulated access to European futures markets including energy and carbon derivatives. The move builds on its ICE Clear US membership..

Arbuthnot Banking Group PLC: Betting on Deposits and Specialist Lending for Profitable Growth (Video)

Mark Thomas of Hardman & Co explains why Arbuthnot’s profit drop isn’t the full story — and where the real value creation is happening across its wealth, deposits, and specialist..

Finseta to announce interim results on 10 September 2025

Finseta plc, the AIM-listed foreign exchange and payments solutions company, will release its interim results for the six months ended 30 June 2025 on Wednesday 10 September 2025...

Tern appoints Rob Stevens as adviser on shareholder relations

Tern Plc has appointed private shareholder Rob Stevens as an adviser to support investor communications and market engagement. He has been conditionally granted 1,000,000 share options at 1.70p, vesting over..

Patria Private Equity Trust reports July 2025 NAV of 795.4p per share

Patria Private Equity Trust announced an estimated NAV of 795.4 pence per share as at 31 July 2025, up from 790.3 pence at 30 June. The increase reflected currency gains,..

Apax Global Alpha posts interim NAV decline, backs takeover offer

Apax Global Alpha posted a net asset value of €1.11bn (€2.29/£1.97 per share) as at 30 June 2025, down from €1.23bn at year-end 2024, reflecting currency movements...

Barclays to sell Entercard stake to Swedbank

Barclays PLC has agreed to sell its entire shareholding in Entercard Group AB to joint venture partner Swedbank AB for an estimated SEK2.6 billion in cash...

Diverse Income Trust reports £257.9m net assets with 4.18% yield

Diverse Income Trust reported net assets of £257.9 million as of 31 July 2025, with a NAV of 109.08p per share and a share price of 104.00p, reflecting a 4.66%..

Pershing Square Holdings reports 15.5% NAV growth in H1 2025

Pershing Square Holdings delivered a 15.5% NAV increase in the six months to 30 June 2025, outperforming the S&P 500’s 6.2% return. Year-to-date through 19 August, NAV rose 17.7% with..

Temple Bar Investment Trust delivers 19.9% share price return in H1 2025

Temple Bar Investment Trust has reported strong half-year results to 30 June 2025, with a 14.2% NAV total return and a 19.9% share price total return, outperforming the FTSE All-Share’s..

Plus500 gains approval to open representative office in Colombia

Plus500 has received authorisation from the Colombian Financial Superintendence to establish a new representative office in Colombia, marking its first strategic expansion into Latin America...

HICL Infrastructure Plc agrees £225m sale of seven UK PPP assets

HICL has agreed to sell a portfolio of seven UK PPP assets to APG for around £225m, in line with its March 2025 valuation. Proceeds will support the £150m share..

Ocean Wilsons reports Q2 NAV growth and progress on Hansa merger

Ocean Wilsons posted a 6.2% investment portfolio return in Q2 2025 and completed the US$594 million sale of Wilson Sons. The company returned £109.1 million to shareholders via a tender..

Murray International Trust reports strong half-year returns and dividend growth

Murray International Trust delivered a NAV total return of 6.0% and a share price total return of 11.6% for the six months to 30 June 2025, outperforming its reference index...
Search

Funds

Financial Services

Political change and economic surprise lift Asia into focus

A political shift in Tokyo and stronger economic data gave Asian markets fresh momentum as investors weigh near-term volatility against longer-term opportunity...

Phoenix Group reports strong H1 2025 results with 25% profit growth

Phoenix Group Holdings plc delivered a strong first-half performance with IFRS adjusted operating profit up 25% to £451 million and operating cash generation rising 9% to £705 million. The Solvency II surplus increased to £3.6 billion, while the shareholder capital coverage ratio improved to 175%...

Ashmore Group Plc reports resilient FY25 results with strong investment performance

Ashmore Group posted FY25 assets under management of US$47.6bn, supported by US$4.1bn positive investment performance and improved net outflows of US$5.8bn. Profit before tax was £108.6m, with a final dividend of 12.1p maintained, taking the full-year payout to 16.9p...

Tern Plc delivers stronger interim results with reduced loss and portfolio growth

Tern Plc reported improved interim results for the six months to 30 June 2025, with a 64% reduction in loss, disciplined cost control, and a new strategic investment in Sure Ventures plc. The company also strengthened portfolio support through successful fundraises...

M&G Plc reports strong net inflows and solid half-year 2025 results

M&G plc delivered half-year results with £2.1bn net inflows from open business, a £3.2bn improvement year-on-year, supported by £2.6bn inflows from external Asset Management clients...

Bankers Investment Trust Plc appoints Richard Clode as Co-Fund Manager

Bankers Investment Trust has appointed Richard Clode as Co-Fund Manager alongside Alex Crooke, effective 3 September 2025. Richard will take over management of the North American portfolio from 31 October 2025...

Plus500 secures ICE Clear Europe Membership to expand futures business

Plus500 has gained clearing membership with ICE Clear Europe, enabling regulated access to European futures markets including energy and carbon derivatives. The move builds on its ICE Clear US membership and strengthens the Group’s global clearing infrastructure, expanding services for institutional and retail customers...

Arbuthnot Banking Group PLC: Betting on Deposits and Specialist Lending for Profitable Growth (Video)

Mark Thomas of Hardman & Co explains why Arbuthnot’s profit drop isn’t the full story — and where the real value creation is happening across its wealth, deposits, and specialist lending arms...

Finseta to announce interim results on 10 September 2025

Finseta plc, the AIM-listed foreign exchange and payments solutions company, will release its interim results for the six months ended 30 June 2025 on Wednesday 10 September 2025...

Tern appoints Rob Stevens as adviser on shareholder relations

Tern Plc has appointed private shareholder Rob Stevens as an adviser to support investor communications and market engagement. He has been conditionally granted 1,000,000 share options at 1.70p, vesting over three years, subject to shareholder approval at a future general meeting...

Patria Private Equity Trust reports July 2025 NAV of 795.4p per share

Patria Private Equity Trust announced an estimated NAV of 795.4 pence per share as at 31 July 2025, up from 790.3 pence at 30 June. The increase reflected currency gains, partly offset by a 4.4 pence interim dividend paid during the month...

Apax Global Alpha posts interim NAV decline, backs takeover offer

Apax Global Alpha posted a net asset value of €1.11bn (€2.29/£1.97 per share) as at 30 June 2025, down from €1.23bn at year-end 2024, reflecting currency movements...

Barclays to sell Entercard stake to Swedbank

Barclays PLC has agreed to sell its entire shareholding in Entercard Group AB to joint venture partner Swedbank AB for an estimated SEK2.6 billion in cash...

Diverse Income Trust reports £257.9m net assets with 4.18% yield

Diverse Income Trust reported net assets of £257.9 million as of 31 July 2025, with a NAV of 109.08p per share and a share price of 104.00p, reflecting a 4.66% discount. The trust, managed by Gervais Williams and Martin Turner, delivered a 19.42% one-year share price total return and maintains a historic yield of 4.18%...

Pershing Square Holdings reports 15.5% NAV growth in H1 2025

Pershing Square Holdings delivered a 15.5% NAV increase in the six months to 30 June 2025, outperforming the S&P 500’s 6.2% return. Year-to-date through 19 August, NAV rose 17.7% with a 16.5% share price gain...

Temple Bar Investment Trust delivers 19.9% share price return in H1 2025

Temple Bar Investment Trust has reported strong half-year results to 30 June 2025, with a 14.2% NAV total return and a 19.9% share price total return, outperforming the FTSE All-Share’s 9.1%. The Trust reduced its discount to NAV to 2% and declared an increased second interim dividend of 3.75p per share, reflecting its progressive dividend policy...

Plus500 gains approval to open representative office in Colombia

Plus500 has received authorisation from the Colombian Financial Superintendence to establish a new representative office in Colombia, marking its first strategic expansion into Latin America...

HICL Infrastructure Plc agrees £225m sale of seven UK PPP assets

HICL has agreed to sell a portfolio of seven UK PPP assets to APG for around £225m, in line with its March 2025 valuation. Proceeds will support the £150m share buyback programme and meet outstanding equity commitments, bringing total disposals over the past two years to about £725m at strong valuations...

Ocean Wilsons reports Q2 NAV growth and progress on Hansa merger

Ocean Wilsons posted a 6.2% investment portfolio return in Q2 2025 and completed the US$594 million sale of Wilson Sons. The company returned £109.1 million to shareholders via a tender offer and is progressing with a proposed all-share merger with Hansa, expected to complete in late September...

Murray International Trust reports strong half-year returns and dividend growth

Murray International Trust delivered a NAV total return of 6.0% and a share price total return of 11.6% for the six months to 30 June 2025, outperforming its reference index. The company declared two interim dividends of 2.6p per share and achieved ‘Dividend Hero’ status for 20 consecutive years of dividend growth...
Search

Funds

Financial Services

FTSE 100

Funds