05/10/2023
Another issue for the investors is that under Liontrust's timeline, GAM shareholders have until August 11 to accept the offer, without receiving Liontrust shares in exchange before the end of the year or beyond.
05/10/2023
Welcome to the Spear’s ranking of the best family lawyers for high-net-worth individuals in the UK
05/10/2023
The plans will see the wealth management scheme broadened out to include equities and an increase in the quota.
05/10/2023
The strategic expansion initiative has increased GGFM’s assets under management to over £650m, and the firm now employs more than 20 financial advisers who serve clients across the UK.
05/10/2023
In the first quarter of 2023 we delivered a very strong performance, with a net profit of EUR 523 million.
05/10/2023
Fairstone said the deal creates a foundation for further deal-making in the region and brings £450m of funds under management (FUM) to the group.
05/10/2023
In the first quarter of 2023, HSBC attracted $22 billion in net new money from global clients, with almost two-thirds of it from Asia, global head of wealth and personal banking Nuno Matos told the news service.
05/10/2023
Distributable Earnings of $563 million in the First Quarter
05/10/2023
Cazenove Capital, one of the UK’s leading wealth management businesses and part of the Schroders group, announces the opening of a new office to service its growing client base in Bristol and the South West.
05/09/2023
Four of our transactions were named Deals of the Year by The Banker Deals of the Year, which considered deals completed in the 12 months to March 2023.
05/09/2023
Bill is also an active member of the Rochester community, working with several local and philanthropic organizations.
05/09/2023
The rapid expansion of the mass affluent market segment in Asia means wealth managers and private banks are keen to ‘democratise’ their services and their investment offerings across a wider audience of clients.
05/09/2023
Awards Announced at Institute's Annual ACE Academy Conference
05/09/2023
This partnership aims to provide financial advisors with the tools their clients need to help them reach their long-term goals for building generational wealth.
05/09/2023
With Pozsar's work closely tied to the problems that led to the banking turmoil in the US this year, many market observers wondered why the interest rate strategist had barely spoken recently.
05/09/2023
Edinburgh-based IFA Spence & Spence become the firm's second acquisition under Aviva's ownership.
05/09/2023
As the wealth manager sets out its post-deal operation model
05/09/2023
GBA authorities finalising details of expanded Wealth Management Connect scheme, allowing mainland investors to buy global equity products
05/09/2023
As a result, many of them have been forced to review their risk management strategies and explore a broader range of investment options.
05/08/2023
UBS in March agreed to take over its rival for 3 billion Swiss francs ($3.37 billion), assuming up to 5 billion in losses as part of a deal hastily arranged by Swiss authorities