12/06/2023
Perpetual said the strategic review will also consider the benefits of a more focused Asset Management business. It didn't indicate how long the review could take.
12/06/2023
The support team will be strengthened further with Anson Doneganalso joining the team.
12/06/2023
Second deal under Paul Feeney took reigns at PE-backed firm
12/06/2023
At the same time, a special dividend of 23 cents per share was approved, which has already been distributed to the shareholders.
12/06/2023
The full transition of select LV= funds to BlackRock for management is due for completion in the first half of 2024.
12/06/2023
Arvy’s new Ucits fund targets global equities and its top holding is Novo Nordisk.
12/06/2023
The launch complements Columbia Threadneedle’s existing UK and European strategies, providing investors with a wider choice of geographical remit for their social bond exposure.
12/06/2023
The recently formed Liberate Wealth has acquired Stafford House Investments from St James’s Place discretionary fund management subsidiary Rowan Dartington.
12/05/2023
The level of exposure peaked in May 2022 at 5.6 per cent.
12/05/2023
NewEdge Bridge Program Supports Growing Client Segment with Full Suite of Solutions, Services of NewEdge Capital Group
12/05/2023
The acquisition of Harwood Hutton continues Evelyn Partners’ strategy of augmenting strong organic growth in its Professional Services business with selective acquisitions of high-quality firms with complementary expertise to strengthen the group&am
12/05/2023
The new fund will support agroforestry, sustainable forestry, and regenerative agriculture projects in developing countries, while preserving and restoring nature and the climate.
12/05/2023
Elias Hamana, managing partner of G7nesis, discusses the value of independence, his growth plans and the firm’s modular approach to customising portfolios.
12/05/2023
Bank Enters into a Deferred Prosecution Agreement for Criminal Misconduct and Agrees to Pay More Than $122.9 Million
12/05/2023
Stafford House Investments is responsible for £275m of client assets and the acquisition brings Liberate Wealth’s assets under management (AUM) to £475m.
12/05/2023
On the other hand, the ongoing generational shift in client composition and evolving technology breakthroughs keep accelerating demand for new, better-yielding investment products.
12/04/2023
Under the deal, it will receive up to £60 million from Pictet to extend its services and attract new clients in return for a controlling stake in the business.
12/04/2023
Following the takeover of Credit Suisse, UBS Global Wealth Management (GWM) is aiming to attract $150 billion annually in net new money.
12/04/2023
The AT1 instrument was issued by UBS Group AG on 31 January 2019 and is listed on the SIX Swiss Exchange.
12/04/2023
Rather, the long-time bank boss and centrist politician will go door to door again on December 6th as “Santa Claus” to visit children, bring gifts and listen to their songs or verses.