03/08/2023
Evelyn Partners Team Completes Rowanmoor Personal Pensions Limited Sale
The deal completed on 3 March 2023 following exchange of contracts in December 2022.
Alternative Investments
03/08/2023
Return to normalcy: Navigating the current investment landscape
Valuations will start to matter
03/08/2023
Markets get ahead of themselves as Powell pours cold water on rate cuts anytime soon
This sticky inflation means interest rate rises will remain on the table for as long as employment remains robust.
03/08/2023
Gilson Gray Financial Management acquires Sarah Hughes Wealth Management
Firm approaches £500m of assets under management with latest deal
03/08/2023
LGIM profits drop 20% as £225bn scrubbed from AUM
Impact of LDI funds
03/07/2023
CaixaBank opens its first branch in Italy
CaixaBank has seven operational branches throughout the world and 17 representative offices
03/06/2023
Legal & General Capital invests in ImpactA Global to address critical infrastructure deficit in emerging markets
ImpactA Global will provide debt financing for sustainable infrastructure projects in the Global South.
03/06/2023
It’s Time for Banks to Invest in Deeper Modernisation to Unlock Competitiveness
Yet, banks also have huge opportunities to steer through these choppy waters and reach more fertile ground—if they can achieve a deeper level of technological modernisation.
03/06/2023
Boutique player buys three funds from GAM’s alts platform
The London-based group is to assume responsibility for a trio of strategies with CHF 80m in combined asse
03/06/2023
Vitality Invest builds client transfer route with Abrdn
Advisers have since had to decide where to house their clients.
03/06/2023
Germany’s Sleepy Savings Banks Play Wall Street With LBO Bets
But the moves have raised concerns these lenders are taking unnecessary risks and overstepping mandates to provide the regional economy with credit—potentially exposing peers and governments to losses in the same way the larger Landesbanks did after
03/06/2023
Belgium to sell part of BNP Paribas stake for more than $2bn
The Belgian state participation agency will dispose of around 2.7% in the French bank
03/03/2023
Craven Street Wealth acquires London-based advice firm
The firm will continue employment, over time phasing into a relationship management capacity.
03/03/2023
Progeny announces plans to acquire Gibbs Denley
The acquisition will allow Progeny to extend its footprint to East Anglia and take its assets under management to more than £7.5bn.
03/03/2023
ESG funds on offer grew 89% in 2022 as fees rose
Fitz Partners research
03/02/2023
The French banking boutiques you may never have heard of
The French capital's investment banking scene, however, far predates Brexit – in some cases, by hundreds of years – and the city is not only home to multinational banks but also to a number of poorly understood but rather opaque boutiques
03/02/2023
Macquarie Group considers takeover bid for M&G - reports
£6.5bn potential deal
03/02/2023
VZ bets on the base effect
Last year around 7,900 households and companies used services from one or more VZ offers, a similar number to the previous year.
03/01/2023
IQ-EQ shortlisted for ‘Fund Administrator of the Year’ in 2023 Private Equity Awards
All finalists are assessed by a panel of expert judges from industry-leading bodies.
03/01/2023
Swiss Life increases net profit in 2022 by 16% to CHF 1.46 billion – the fee result rises by 13% to CHF 756 million
In 2022, Swiss Life Switzerland increased its segment result by 36% to CHF 1.22 billion (previous year: CHF 897 million).