08/03/2020
During the first half of 2020, Societe Generale successfully adapted to the consequences of the health crisis and was therefore able to effectively support its customers and employees, thereby strengthening its position as a trusted partner.
08/03/2020
The deal has been undertaken with the support of Palatine Private Equity LLP, the UK midmarket private equity house that partnered with SMP in its 2019 management buy-out, with additional debt funding from Apera Asset Management.
08/03/2020
Quilter research, conducted by YouGov*, asked respondents what three things they would do if they were to be given £500,000 tomorrow. Just 27% said they would speak to a financial adviser, which was consistent across all age groups.
07/30/2020
It comes after FTAdviser reported earlier this year that from April 2020 Sanlam would move to a minimum fee of £20,000 a year for all ARs advising on pensions and investments, regardless of turnover.
07/29/2020
An interview with Jennifer Mathias, finance head of the FTSE-250 investment management firm, reveals the power of innovation in financial services
07/29/2020
Candriam will become the new asset management company for the funds in question, when it obtains the required approvals, namely from the AMF and the CSSF market regulators.
07/29/2020
Trusts business delivered another outstanding performance with net inflows of £0.6 billion, 68.7% ahead of the first half of 2019, with funds under management growing by 20.0% to £8.0 billion at 30 June 2020.