07/11/2023

Business integration in wealth management M&A

In this series of articles we look at a variety of aspects in M&A transactions that can affect value, for buyer or seller, and propose ways of addressing these in the commercial terms to enhance value.

07/10/2023

Julius Baer Says Doubling AUM «Not Unrealistic»

On Credit Suisse, Rickenbacher said attracting former clients of the fallen Swiss lender will take time, though there will be «some redistribution of market share» in the long term.

07/07/2023

Liontrust shareholders approve proposed acquisition of GAM

Together with the announcement that GAM has entered into definitive agreements with Carne Group to sell its third-party fund management services businesses, this demonstrates good progress in achieving the conditions outlined in the Liontrust Offer.