06/03/2024
The merger facilitates the migration of clients and operations from Credit Suisse to integrated UBS platforms over time, following business, client- and product-specific requirements.
06/03/2024
Upon completion of the acquisition, investment professionals and support staff of Cantab will continue in their existing roles and will be fully supported in directly managing their client relationships.
06/03/2024
The consideration for the deal comprises an initial cash payment of £1 payable on completion and up to £4,999,999 of deferred consideration to be paid in cash within 30 days of the first anniversary of completion.
05/31/2024
SIX Swiss Exchange has approved the application to list the Helvetia (CH) Swiss Property Fund on SIX Swiss Exchange on 25 June 2024, subject to the pending amendment to the fund agreement opening the fund to non-qualified investors.
05/31/2024
The main reasons for this investment are to deliver better client service, understand a wider range of asset classes, improve investment advice, and reduce costs.