05/12/2023
Credit Suisse Cedes MSCI Spot to Insurer
Credit Suisse shares will be included in the MSCI Small Cap Index until they disappear completely when they are exchanged for UBS shares with the completion of the takeover.
Wealth and Asset Management
05/12/2023
EFG President: «There is still a month left to recruit CS people»
That's about as long as it takes for the many employees at CS to know how things are going with them and their jobs.
05/12/2023
BNP Paribas details and strengthens its energy transition ambitions
It is one of BNP Paribas’ strategic priorities to make a significant contribution to the financing of low-carbon energies, mainly renewables, in order to support the broader economy’s transition away from fossil fuels.
05/12/2023
Schroders boss: Asset management must ‘come to the party and embrace risk’ to revive London markets
His comments come amid a period of soul-searching in the Square Mile as regulators and officials scramble to revive London’s listing market after a number of firms seemed to ditch the capital in favour of New York.
05/12/2023
Outflows Stopped at Credit Suisse, UBS CEO Says
The situation at Credit Suisse has stabilized and outflows from the bank had been halted
05/12/2023
Perspective completes four deals amid “biggest ever” M&A pipeline
Perspective, which received backing from CBPE Capital in 2020, has established itself as one of the major consolidators in an ongoing wave of M&A activity in the UK’s wealth management sector.
05/11/2023
Hurst Point Group acquires independent wealth management and corporate solutions practice Helm Godfrey
This acquisition will further the Group’s ambition to become a truly national wealth management business
05/11/2023
Double Acquisition Establishes Northern Ireland Presence for Wren Sterling alongside further North-West Expansion
The two firms comprise seven financial advisers between them and serve clients across Northern Ireland in the private client and corporate client markets.
05/11/2023
Accuro goes live with Objectway’s Investment Management Service Solution for private clients
Accuro relies on Objectway to enhance their tailor-made and transparent approach to clients’ needs and portfolios, supported by a sustainable and personalised digital service and investment experience built on Objectway Platform.
05/11/2023
GAM Takeover Under Review
This condition makes the offer unfair to GAM shareholders.
05/10/2023
Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers
Titanbay’s platform provides unparalleled access to top-tier private markets funds across vintages, strategies and geographies, allowing investors to build thoughtful and sophisticated private markets portfolios.
05/10/2023
Rothschild & Co: 2023 – 1st quarter release
Global Advisory: first quarter revenue down 21 per cent to €326.8 million1 (Q1 2022: €413.5 million), reflecting lower levels of completion activity in the quarter.
05/10/2023
Investor Group Challenges Liontrust's «Unfair» GAM Offer
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
The best family lawyers for high-net-worth clients in 2023
Welcome to the Spear’s ranking of the best family lawyers for high-net-worth individuals in the UK
05/10/2023
Gilson Gray financial management increase footprint in Dundee
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
ABN AMRO reports net profit of EUR 523 million for Q1 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 continues expansion into Home Counties
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
Cazenove Capital continues regional expansion with new Bristol office
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
Rothschild & Co advises on four winning deals, The Banker Deals of the Year
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
Invesco places £3.6bn UK income fund duo ‘under close review’
While a renaissance for cheaper stocks has helped performance at Invesco, the group admits that few of its funds are consistently beating their benchmark in its latest value assessment report.