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.
06/09/2023
In addition, the publication evaluates all the functions and digital tools available to customers that promote good financial health, allow greater monitoring and evolution of their investments and improve the quality of more than 685 services.
06/09/2023
The price of €46.6 per share will be adjusted to €38.6 following the ex-date of the extraordinary distribution of €8 per share which will occur after approval of the Offer by the AMF and before opening of the Offer.
06/09/2023
A Canada Life said the company would not be accepting any new fund flows.
06/09/2023
‘Skin in the game’ reaches £4.2bn
06/09/2023
Managed by Simon Nichols
06/09/2023
The reputation of the individual’s company, their career trajectory, experience and involvement in promoting good organisational culture are all criteria considered by ePrivateClient when compiling the list.