Aegon AM buys collateralised loans business
Deal brings in a UK-based team and three CLOs worth £1.06bn
Companies
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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
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Jupiter chair Nichola Pease leaves suddenly
David Cruickshank stepping into the role
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Quilter AUM edges up to £101.9bn as inflows recover
CEO Steven Levin predicts the ‘gradual return of investor confidence’ this year
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Jupiter sheds £900m of assets despite positive institutional flows
AUM climbed to £50.8bn in first three months of 2023
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Credit Suisse reveals £55bn haemorrhage before UBS rescue
Fallen Swiss banking giant suffered torrent of outflows in wake of SVB collapse
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GAM delays results as potential Liontrust takeover looms
GAM expects acquisition talks to come to a ‘successful conclusion’ by 4 May
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Mattioli Woods buys financial planning business for £15m
Deal adds over £635m in assets under advice and administration