05/12/2023
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
This acquisition will further the Group’s ambition to become a truly national wealth management business
05/11/2023
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 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
This condition makes the offer unfair to GAM shareholders.
05/10/2023
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
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
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 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
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
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.
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
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
Spence said there has been a huge amount of support from Succession to ensure a smooth process and they have “considerable experience” when it comes to successfully integrating firms.
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