07/12/2016
Independent fund management group acquires European income fund management business
Liontrust's assets under management as at close of business on 8 July was £5,338 million.
07/12/2016
The service was used only by a few Russian clients, according to a source close to the bank as cited by Forbes. Credit Suisse has received no complaints about the change.
07/12/2016
Mersey wealth firms to manage £350m of funds after merger
Gee and Watson has acquired McEwan Wallace Wealth Management to create Wirral’s largest firm of independent financial advisers
07/12/2016
Several asset managers have also put their names to the charter, including Aberdeen Asset Management and BlackRock.
07/11/2016
A source close to the investigation said the prosecutor had sought a plea-bargaining deal with the former employee.
07/11/2016
This is unacceptable and opens the door for a new offensive against Swiss banks.
07/11/2016
BCG put the lack of growth down to slow net flows and the negative and turbulent performance of global financial markets.
07/11/2016
The move would add to the 9,000 job losses and 200 branch closures already in the pipeline.
07/08/2016
Being awarded this mandate builds up the achievements of UBS Asset Management, which has been engaged in the Italian real estate market for 12 years and with a dedicated platform established in 2015.
07/08/2016
So far, six commercial property funds have slammed the gates shut on investor redemptions, citing the too-rapid pace of withdrawal requests compared with their ability to sell underlying assets to get the cash needed.
07/08/2016
The professional body, seeing an opportunity in the current U.K. political turmoil, is proposing clubbing together with other top non-European Union financial centres to more closely align efforts to ensure access to EU markets.
07/08/2016
The trust said it has signed a seven-year lease with solicitors Irwin Mitchell for more than 39,000 square feet at the Riverside West office complex in Sheffield.
07/08/2016
The contracts are undervalued, even after paring some losses following a “very sharp sell off post-Brexit.”
07/08/2016
There are significant reporting obligations under Annex IV and regulatory capital considerations, whilst risk management is far broader in scope, extending into every facet of a fund manager's operations.
07/08/2016
The consolidator has bought Hamilton-based Caledonia Financial Planning for a total consideration of £2.5m.
07/08/2016
The firm made the change to its SJP Property fund on Wednesday, a spokeswoman for the company said in emailed comments on Friday.
07/07/2016
The national advice firm acquired London-based PFP Group and Managed Wealth last year and now plans to continue growing.
07/07/2016
The fund will be managed by the investment team at Indus Capital, led by Sheldon Kasowitz, CFA, Managing Partner and co-founder of Indus Capital.
07/07/2016
Swiss private bank partners with Italian boutique
This will build on the experience and the international presence of the Sturdza group.
07/07/2016
The firm said it racked up a record number of new client wins.