Investor group steps-up opposition to Liontrust’s GAM takeover
NewGAMe SA and Bruellan have formally challenged the Swiss Takeover Board’s decision
Companies
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Formerly-retired David Roberts and Alex Ralph resurface at Nedgroup
The pair will run an active global bond fund
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Liquidation-hit wealth manager under investigation
UK lifeboat scheme is now accepting claims against the company
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Canaccord Genuity MBO hits regulatory snag
Relating to one of the group’s capital markets businesses
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Aviva-owned Succession Wealth snaps up IFA business
Spence & Spence is the firm’s 62nd acquisition since 2014
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UBS revamps management team ahead of Credit Suisse merger
As the wealth manager sets out its post-deal operation model
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Waverton IM hits £9.1bn in assets as inflows jump
The firm booked net new assets of £1.4bn over the full year
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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