Waverton IM hits £9.1bn in assets as inflows jump
The firm booked net new assets of £1.4bn over the full year
Companies
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Wealth manager opens office in Cambridge
A former True Potential financial planner has joined the company to run the operation
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Hargreaves Lansdown books £1.6bn net new business
As clients placed greater focus on maximising Isa and Sipp allowances before the deadline
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Liontrust agrees to buy GAM for an ‘extraordinarily cheap’ £96m
The proposed takeover will create a business with £53bn AUMA
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Rathbones Group assets edge up to £60.9bn
Deal for Investec Wealth expected to complete ‘over the coming months’
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Liontrust takeover of GAM faces new hurdle as Geneva-based investor group formed
NewGAMe SA and wealth manager Bruellan have acquired 7.5% of GAM
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Aegon AM buys collateralised loans business
Deal brings in a UK-based team and three CLOs worth £1.06bn
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Schroders CFO Richard Keers to retire
The group announced his successor, a further board appointment, and provided a quarterly AUM update
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SJP books £2bn net inflow as assets hit £153.6bn
Discretionary fund management saw £430m of new money
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St James’s Place partner firm makes second deal of 2023
Acquisition takes its assets under management to more than £650m
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Progeny completes acquisition of The Fry Group
‘We want to become the global platform for British people’, CEO tells IA exclusively
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Evelyn Partners boosted by record inflows
AUMA grew by £1.4bn during Q1 2023
