04/18/2023
Net inflows in the second half of the year were £0.887bn, an average of £148m per month, maintaining the strong performance delivered in the first half of the year of £0.907bn.
04/18/2023
A combination of London-listed Liontrust Asset Management and GAM would create a fund manager overseeing roughly £100bn in assets, Sky News learns.
04/18/2023
Five years ago the US and China began imposing tit-for-tat customs duties, adding friction to global trade.
04/18/2023
The Advisory Board and FinTech Global team set out to find the best and brightest companies that are solving the industry’s most significant problems, raising capital, generating revenue, and gaining customer traction.
04/18/2023
Collapsed wealth firm was custodian for Stellar Asset Management, meaning client money is stuck while special administrators complete their task.
04/17/2023
Quilter Cheviot veteran Dominic Tayler at the helm as Managing Director (UK)
04/17/2023
It is the company’s first acquisition of 2023
04/14/2023
The new mobile application provides a user-friendly interface, intuitive navigation, and robust filtering options to help clients stay organized and informed while on the go.
04/14/2023
This move is part of LV’s wider strategy to advance its investment management capabilities and strengthen future performance prospects for investors.
04/14/2023
The new French Nexus, launched in partnership with the firm’s owner Société Générale, will offer clients a bespoke service delivered in either French or English.
04/14/2023
In a bid to ‘support and accelerate the growth of the business’
04/14/2023
Investors continue to pull money from flagship European Opportunities fund despite market recovery, while ex-Merian bond team attracts significant inflows.
04/14/2023
The leading UK portfolio manager has been adding to the world’s biggest credit bureau on banking sector weakness.
04/13/2023
The Zurich-based private bank Bergos is continuously expanding its offering.
04/13/2023
For the entire 2023 financial year, LUKB still wants to achieve a consolidated profit of over CHF 235 million.
04/13/2023
With this signature solution, PostFinance, Swiss Post and Swisscom are jointly driving forward the digitization of Switzerland.
04/13/2023
The results also revealed that total net inflows in the quarter amounted to £373mn, equivalent to an annualised growth rate of 9 per cent, according to a note by Peel Hunt.
04/13/2023
The terms of the tie-up imply an equity value of approximately £839m for Investec Wealth and Investment UK.
04/13/2023
The study with wealth managers who collectively manage assets of around €565 billion shows widespread dissatisfaction with existing suitability assessments during recent financial shocks, including the COVID-19 pandemic and ongoing volatility coupled
04/13/2023
The innovative platform provides a seamless front-end digital experience and includes full investment operations capabilities covering back-end operations, investor administration and contact centre solutions.