06/27/2023
Following the new share issue, Söderberg & Partners will continue to be controlled by its founders and supported by its two significant minority shareholders, global investment firm KKR and private equity firm TA Associates.
06/27/2023
The former might have prompted many people to break out the world’s smallest violin for struggling millionaires everywhere – but the latter has wide-reaching implications for households around the world.
06/27/2023
The Big Four firms of the consulting and accounting industry – Deloitte, KPMG, EY and PwC – have long been criticised for their association with international tax avoidance.
06/27/2023
Potential managed exit programme
06/26/2023
Profit before tax in the 12 months to the end of March fell to £45.2m, as a 14% fall in average assets under management hit revenue.
06/26/2023
iPipeline is a research and application portal which supports advisers throughout the protection advice journey.
06/26/2023
With effect from 1st July, the move will see a discount of up to 0.05% applied to a fund’s fixed ongoing charge
06/26/2023
Individually, Euroway was sold GBP6.5 million, reflecting a 6.8% NIY, while Lockwood was sold for GBP9.7 million, reflecting a 5.9% NIY.
06/23/2023
In this time of financial hardship, we should not be overly penalising people for using their hard-earned savings, yet the punitive 25% charge not only removes the government’s bonus but eats into people’s own savings too.
06/23/2023
Ceremony in London on 22 June
06/23/2023
EU companies continue to take their IPOs outside the EU or to move their listings elsewhere to seek better valuations.
06/22/2023
Firms bought up in Cambridgeshire, Yorkshire and Buckinghamshire
06/22/2023
There are modules for Trustees on fiduciary duty, for Family Offices on engaging Next Gen beneficiaries and for Asset Managers on how to invest with impact.
06/22/2023
Exclusive: Investment platform unveils multi-manager credit portfolio that marks the eighth fund launch of 19 planned over two years.
06/22/2023
George Osborne’s former chief of staff Rupert Harrison has been selected as a Conservative candidate in the newly created Bicester and Woodstock constituency.
06/22/2023
One of the acquired firms was Staffordshire-based advice, Wealth Design with 350 clients and £98m assets under management (AUM).
06/21/2023
In the UK, The Bank of England (BoE) is seeing energy costs fall
06/21/2023
It is a risk-based financial planning system – combining intuitive financial planning technology with a trusted asset risk model.
06/20/2023
The pension fund has been steadily increasing its ILS allocation, having been CHF 280 million at the end of 2020, then rising to CHF 549 million by the end of 2021.
06/20/2023
BPA transaction secures the benefits of around 700 scheme members