06/08/2023
“C. Hoare & Co. and their customers will benefit from our cloud-based SaaS offering, delivering fully automated and highly configurable FX workflow.”
06/08/2023
Australian asset management giant Macquarie believes it is the right time to sell its listed infrastructure offering to a wider audience.
06/08/2023
The proposed EGM would contemplate the replacement of the existing board as well as a significant change in the capital structure of the firm to allow additional issuance of capital and the suspension of current shareholder participation rights.
06/08/2023
Group with 9% holding says Liontrust offer undervalues Swiss asset manager and is pushing for new directors
06/08/2023
These end-to-end platforms deliver complete or near complete functional solutions covering a process from beginning to end.
06/08/2023
The firm expects further office closures in the second half of this year
06/07/2023
The desire among clients to compare products is growing, but navigating the investments is nearly impossible.
06/06/2023
Former Citywire AAA-rated Cesar Fernandez has become a founding partner of Alpha Credit Advisors, where he will be chief investment officer.
06/06/2023
Wealth portfolios across all risk categories suffered losses in May as equity and fixed income markets delivered disappointing returns.
06/06/2023
A wave of interest in artificial intelligence has helped send technology stocks soaring. But the reliance on a small number of stocks to carry markets could be unsustainable.
06/06/2023
Adviser Services Holdings expands national advice arm
06/06/2023
The new offering will focus on established business owners and those considering exit, offering traditional services and lifestyle investments.
06/06/2023
Partnership with Investment 20/20
06/05/2023
The main reasons were the slump in the financial markets, high inflation, rising interest rates, and geopolitical turmoil.
06/05/2023
Credit Suisse shareholders to receive one UBS share for every 22.48 outstanding shares held.UBS Group AG to assume all Credit Suisse Group AG assets and liabilities.
06/05/2023
The software will further empower our advisors with intuitive, relevant portfolio analytics, which facilitate freedom within an established investment framework.
06/05/2023
The Consideration will be satisfied by the issue of 9.4 million new ordinary shares in Liontrust
06/05/2023
The government-sanctioned takeover of Credit Suisse by UBS is facing legal action at home and abroad, but also political opposition.
06/02/2023
This Week's Next Gen star is Charles Benson, chartered wealth planner at LGT Wealth Management.
06/02/2023
Equity market plunge saw HNWIs lose $3 Trillion in wealth; North America retains top wealth spot, while Africa, Latin America, and the Middle East were the only growth regions