06/14/2023
The new Investment Committee will work with this team, offering depth of experience in their respective areas of specialism and additional objectivity to challenge tactical asset allocations where necessary.
06/14/2023
The investment house aims to enhance its risk-adjusted returns by remaining defensive.
06/14/2023
Wealth managers accessing iCapital Marketplace have expanded capabilities integrated into the platform to best serve clients interested in alternative investments.
06/13/2023
With Credit Suisse now absorbed into UBS, not only will its shares disappear, but around $200 billion of the bank's outstanding senior bonds will transfer to the buyer.
06/13/2023
During today’s event, Schroders plc will share the growth prospects for each of its three Wealth Management businesses:
06/13/2023
The move will reflect the rapid growth of the firm, which currently has more than £130m in gross revenues with 1,200 colleagues across 56 locations.
06/13/2023
Companies such as Goldman Sachs and Morgan Stanley cut ties with the firm in the wake of the allegations, and the Financial Conduct Authority is widening an existing investigation into the firm.
06/13/2023
The GAM Board continues to strongly recommend that shareholders accept the Liontrust offer.
06/13/2023
Profit Hike: significant increase in profit expected for the first half of 2023
06/13/2023
Organic net inflows were £1.794bn (2022: £1.277bn), an increase of 15.8% of opening AUM with an average run rate of £150m per month.
06/13/2023
Having initially joined the firm in 2021, she has developed a real focus on building and maintaining long-lasting relationships with clients.
06/13/2023
“Despite all the changes and exits of ETFs, the overall OCFs of the portfolios remain pretty much unchanged.”
06/12/2023
The transaction, which is subject to regulatory approval, is expected to complete later this year.
06/12/2023
Credit Suisse Group AG has been merged into UBS Group AG and the combined entity will operate as a consolidated banking group.
06/12/2023
This means that the Partnership is now entirely unconnected to the Odey Group, which continues to be majority owned by Mr Odey.
06/12/2023
The boutique wealth manager’s 63% stake in Logic Investments has been approved by the FCA.
06/12/2023
HSBC channels former SVB UK arm into 'Innovation Banking' division
06/09/2023
The strategic collaboration between Oberon and Logic aims to expand their FinTech offering
06/09/2023
Strategy focuses on underserved lower-risk senior segment of the market
06/09/2023
By optimizing supply and demand, the company says it achieves significant improvements in returns and cost savings for clients.