07/29/2021
Privy Council consents to CISI awarding financial planners top designation and for selected firms to be Chartered
Firms which meet the necessary criteria will be able to describe themselves as CISI Chartered Firms.
07/29/2021
Charles Stanley to be taken over by Raymond James in $279m deal
Raymond James said the deal would provide both companies with the opportunity to accelerate the growth of their respective current UK wealth management businesses
07/29/2021
Schroders Capital senior leaders recognised among most influential women in private markets
Global Head of Real Estate Sophie van Oosterom and Maria Prieto, Co-Head of Europe and Head of Sustainability for Private Equity, were both named among Private Equity International’s (PEI) inaugural Women of Influence in Private Markets List.
07/29/2021
Schroders Half-year results
These results reflect the benefit of our organic growth initiatives, strong investment performance and our leadership position in sustainability.
07/29/2021
Half year results for the six months ended 30 June 2021
Strong investment performance drives growth and profits
07/29/2021
These trends accelerated digitalisation across financial institutions, including the wealth management sector.
07/29/2021
Families of today come in all shapes and sizes, and modern families are often larger and very different to those 40 or 50 years ago.
07/29/2021
It also means that an investee wealth management firm will be able to offer venture capital investment to some of its clients.
07/28/2021
Growth in new business and funds under management has resulted in strong growth in income
07/28/2021
Despite chequered history the 329-year-old private bank has secured the sought-after B Corp status
07/28/2021
The deal continues to be on track to complete during the third quarter of 2021, adding c£4.7 billion of funds under management and administration.
07/28/2021
PraxisIFM announces sale of Fund Administration division
Formed in 2005, the PraxisIFM Funds Business is one of the leading players in the European listed funds sector and augments Sanne’s existing presence in this important market.
07/28/2021
Barclays has announced its H1 2021 Results at 7am UK time on 28th July.
07/28/2021
The new family office executive training program builds on IPI’s successful Henley Executive Hedge Fund Programme in collaboration with Henley Business School, which has become a globally recognised training and education resource for professionals
07/28/2021
“We see a growing demand for the type of expert, specialised advice we offer that enables clients to make full and effective use of their financial resources"
07/28/2021
The cost/income ratio was 80%, down from 85% in the prior year quarter.
07/28/2021
The new drive is a completely separate strand of the business from the Fortunis venture capital investments.
07/27/2021
Fund V, which is managed by Schroders Capital’s specialist infrastructure team, aims to invest in European investment grade senior debt opportunities.
07/27/2021
Those who forecast a permanent return to rising prices, the normal state of affairs in the ‘west’, were left high and dry. If anything we have become more Japanese in recent decades.
07/27/2021
Apart from the fund manager’s fees, Fitz Partners found that distribution costs for cross border equity funds make up 61% of fees, with administration coming a distant second at 23%.