11/03/2022
JCH will be acquired for a total cash sum of up to £3.5m, payable over a two-year period, £2.1m of which will be paid on receipt of regulatory approval and the balance paid on a deferred basis subject to hitting agreed performance targets.
11/03/2022
BlackRock topped the leaderboard of managers by gross retail sales for another quarter, though the gross figure had dropped from £9bn to £5.8bn.
11/03/2022
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the third quarter 2022.
11/03/2022
The bank also decided to withdraw its on-the-ground activities in the last few weeks.
11/02/2022
The Powerwomen Awards highlight female leaders of today and tomorrow by recognising their success and celebrating diversity across the wealth sector.
11/02/2022
In addition, embedded finance-driven business lending is set to grow from $200m in 2021 to $1.3bn by 2026 with a whole new set of players entering the fold.
11/02/2022
JM Finn is the best Wealth Management Firm at the Moneyage awards for the fourth year in a row.
11/01/2022
It also announced from June 2023 all regulated firms must name and market their products in a way that is “clear, fair and not misleading
11/01/2022
Mr Gilbert, chair of AssetCo, commented: “The completion of the acquisition of SVM is part of AssetCo’s overall strategy of investing in, building and managing asset and wealth management businesses.
10/31/2022
CRUX launches UK Smaller Companies Fund
10/31/2022
Against this background, a study was published for the first time on Monday, which analyzes the good reputation of Swiss banks.
10/31/2022
Almost one in five Mattioli Woods shareholders voted down the company’s 2023 executive remuneration package.
10/31/2022
With private markets now high on the agenda for the vast majority of wealth management firms, we took a look at some of the major developments that have occurred since we last conducted this research in the autumn of 2019.
10/28/2022
Sustainability and Impact Forum to foster cross-industry debate on most critical issues
10/28/2022
The strong result was primarily driven by positive performances from CGM’s businesses.
10/28/2022
A £600m boost to deposits, paired with interest rate rises, helped to offset negative market movements for the private bank in the third quarter.
10/28/2022
Swiss banking incumbent Credit Suisse announces drastic staff cuts and a $4 billion fundraise.
10/28/2022
The firm’s defensive, defensive income and balanced income portfolios have added to UK and overseas debt.
10/27/2022
Credit Suisse’s Securitized Products Group is a full-service, vertically integrated credit solutions provider to a range of incumbent and emerging lenders across residential and commercial real estate, consumer and other asset classes.
10/27/2022
Through the proposed share capital increases, Credit Suisse Group AG intends to raise CHF 4.0 billion to further strengthen the Group’s capital base and support its strategic transformation.