09/29/2020
Family Office Sector Consolidates as Schroders Acquires Sandaire
Schroders obtained Sandaire, for an undisclosed sum, as part of the group’s efforts to grow its stake in the UK’s ultra-high net worth community.
09/29/2020
Ogier provided initial structuring advice and assisted with the implementation of the transaction, including the drafting and review of the principal transaction agreements.
09/29/2020
There’s so much going on that it can seem like nothing in isolation makes any difference.
09/29/2020
Investors can write some insurance instead, since insuring the downside in stock markets is still invitingly priced by options markets.
09/29/2020
The government’s goal is to reduce its spending on job support schemes while also limiting damage to jobs and the economy.
09/28/2020
Though the list itself is yet to be published, speculation is mounting that HSBC, a big player in the dollar clearing market, could be on it.
09/28/2020
The global economy and markets continue their correction from the strength seen earlier in the summer.
09/28/2020
Ocorian acquires Newgate Compliance
The deal, which was agreed on 22 September, is subject to regulatory approval.
09/28/2020
Whisky investment fund manager partners with InvestaX
Gaining exposure to such a regulated real asset investment is exceptionally rare, but InvestaX will work with Wave to make more accredited investors aware of the opportunity and risks.
09/28/2020
RBC takes £9m stake in Brooks Macdonald
According to stock market filings, RBC bought a 3.1% stake on 23 September when the stock was trading at an average price of £18.10.
09/25/2020
Firm hopes it will be ‘attractive’ to existing IFA partners and intermediary companies
09/25/2020
A raft of new measures aims to prevent huge job losses after the withdrawal of the furlough scheme
09/25/2020
Schroder UK Public Private co-manager Tim Creed jumps on board for trust with similar investment universe
09/25/2020
‘Roughly two thirds of customers invest for the first time. They often will not invest all of their money in us,’ he said.
09/25/2020
The former chairman of the AMP and president of SFAMA is president of the new association.
09/25/2020
As UK financial planning firm agrees eighth M&A deal of 2020
09/24/2020
Schroders Global Investor Study 2020: Millennials are more likely to compromise their personal beliefs if the return is high enough
Millennials[1] are more likely to compromise their personal beliefs in order to benefit from potentially higher returns, Schroders Global Investor Study 2020* has found.
09/24/2020
One in three wealth clients are considering switching, with the richest investors the most fickle.
09/24/2020
As it targets offshore investors from Argentina, Panama and Uruguay
09/24/2020
This year’s awards will credit those wealth firms that have delivered strong returns for clients in these tough market conditions.