03/10/2021
Brighton IFA secures PE backing in £55M Deal
EMC Corporate Finance introduced the deal to Sovereign.
03/10/2021
EMC Corporate Finance introduced the deal to Sovereign.
03/10/2021
It is one of the first major moves from SLA chief executive Stephen Bird since he took over the running of the asset manager from its founder Martin Gilbert who bought Parmenion back in 2015.
03/10/2021
The acquisition of the $6.2 billion firm is part of Paris-based iM Global’s U.S. expansion plans.
03/09/2021
They fear there will be a large number of jobs losses after it completes
03/09/2021
AJ Bell, GDIM, EQ Investors, Square Mile, Waverton, Tyndall and II highlight their top female managers
03/09/2021
Greensill had put a shadow banking spin on the traditional business practice of factoring
03/09/2021
In November 2020 the ratings agency Scope had already attested in an analysis that Hausinvest was the only open-ended real estate fund to date that was compliant in the ESG area (environmental, social, governance).
03/09/2021
The new credit line addresses growing demand and is an extension of a €15 million mortgage line approved in July 2019.
03/09/2021
The two businesses also achieved organic growth in terms of new clients.
03/09/2021
Cazenove Capital is pleased to announce a strong set of results for 2020 with a post-tax profit increase of 11%.
03/09/2021
The new funds increase the investment manager's VCT funds under management to roughly £500mln
03/09/2021
2020 was a tough start for this former Pru business. We assess prospects for 2021.
03/09/2021
Sovereign Wealth’s Sheena Doherty on eliminating jargon and embedding good financial behaviour in the masses
03/09/2021
Chief executive explains that the group has reached a reset point, refocusing on certain lines of business
03/09/2021
The firm says it is still looking to make PruFund available on the M&G Wealth platform after buying Ascentric, which already brought £15.5bn of new assets, as well as 95,000 new customers and relationships with more than 4,000 advisers.
03/09/2021
The UK regime, called IFPR, will come into effect on January 1 2022
03/08/2021
But the survey also found that selling a business a number of years before retirement was popular
03/08/2021
Truinvest has acquired NLP Financial Management and Birchwood Investment Management as part of a five-year growth strategy targeting annual revenues of £50m.
03/08/2021
Phoenix has pledged to “ensure that customer service for the transferring customers meets our internal standards”.
03/08/2021
This is the latest deal for II, which completed the acquisition of TD Direct Investing in 2017, Alliance Trust Savings in 2019, and Share plc in 2020.