05/05/2023
UK Enterprise Fund: Backing Female-Led Businesses
Meet three fantastic businesses set up by women that were backed by the UK Enterprise Fund, which we created with one of the most active growth capital investors in the UK.
Wealth and Asset Management
05/05/2023
Banking stress gives Fed pause. ECB’s job is not yet done
As the debate over future policy and rate cuts continues, much will depend on the evolution of stresses in the banking system, as well as on the trajectory of inflation and growth.
05/05/2023
Lombard Odier wants to increase significantly in Private Markets
The Geneva-based private bank intends to expand its offering in the areas of private debt, venture capital and private equity.
05/05/2023
Geneva wealth manager weighs legal action against Liontrust deal
NewGAMe and Bruellan, which own 8.3% of GAM, believe Liontrust’s £96m deal undervalues the business.
05/05/2023
High-net-worth family preparing for the generational transfer of wealth
As the children grow older and become more acquainted with the family’s portfolio, they will be more involved in the review and decision-making processes of wealth stewardship.
05/05/2023
BOV Asset Management Limited launches the Global Multi-Asset Thematic 60 Fund
Investment Seminar for BOV front-liners held
05/04/2023
A Second Swiss State Bank in as Many Months
It also exerts a direct influence on things such as salary payments to Credit Suisse bankers.
05/04/2023
Jupiter changes benchmarks on two funds
Euro small-cap and sovereign opps fund
05/04/2023
Rathbones retains all Square Mile ratings following Investec W&I merger
One new rating
05/04/2023
LLB Group invests in Swiss market
The organisation will be re-oriented accordingly as of 1 July 2023.
05/04/2023
Board of GAM Holding AG recommends offer by Liontrust Asset Management Plc for all GAM shares
Board unanimously recommends offer from Liontrust Asset Management in the belief that this offer is in best interests of all stakeholders.
05/04/2023
GAM Holding AG announces full year 2022 results and results for the first quarter of 2023
The IFRS net loss after tax was CHF 290.0 million compared to a net IFRS loss after tax of CHF 23.3 million for the full year 2021.
05/04/2023
Liontrust to acquire GAM Holding AG
The Proposed Acquisition is expected to complete in the 4th quarter of 2023 Expands product
05/04/2023
Rathbones First quarter trading update
Rathbones remains on track to meet the operating margin targets provided in the 2022 preliminary results, supported by the successful delivery of Saunderson House synergies and the launch of an enhanced digital capability.
05/04/2023
Strong operating result for Valiant in Q1 2023
Valiant is on track with its plans to implement its Strategy 2020–2024 and is continuing on its growth trajectory.
05/04/2023
Swiss Re reports a first-quarter net income of USD 643 million
Swiss Re reported a net income of USD 643 million for the first quarter of 2023 as improved profitability in all main businesses absorbed large natural catastrophe losses and seasonally higher mortality in winter months.
05/04/2023
Coutts makes mortgage range available to brokers
This has an arrangement fee of 0.5% of the loan, with a minimum £1,000 fee and no maximum applied.
05/04/2023
Investment Association and Thinking Ahead Institute launch investment industry drive to gather richer diversity data
This will, for the first time, provide a more detailed overview of the demographic makeup of the UK investment management industry and allow firms to benchmark their progress.
05/04/2023
Wealth manager opens office in Cambridge
A former True Potential financial planner has joined the company to run the operation
05/04/2023
Van Lanschot Kempen: first-quarter 2023 trading update
Van Lanschot Kempen shares have been included in both the Euronext AMX Index and the AEX ESG Index since March 2023, underlining our growth both as an organisation and in terms of sustainability in the past few years.