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...In the investor document, SJP said its “business sale and purchase scheme” benefits clients, partners and shareholders because it supports adviser and client retention, promotes continuity of service for...
...Widespread difficulties among SJP advisers in paying back their loans could put pressure on the company’s business model, which relies on these “business sale and purchase scheme” loans to retain clients...
...When Hargreaves Lansdown experienced the first maturity of a gilt that was widely owned on its platform last year, “we saw a significant percentage of clients reinvesting back into other gilts”, said Lee...
...Jefferies chief executive Rich Handler has sold $65mn of his stock in the Wall Street investment bank to buy a luxury yacht from longtime client Tilman Fertitta....
...Rudolf said the new methods meant it was vital for firms’ clients to be wary....
...“It’s important for the art market to be more transparent . . . clients don’t stand a chance.”...
...will continue to improve,” says Liam Wilkinson, who runs Fortier Finance, a Nice-based financial adviser that specialises in providing finance for homes in the south of France and the Alps, for non-French clients...
...But it noted that traffic softened in March, with strong demand from wealthy clients offsetting fewer visits from aspirational clients who tend to purchase lower-priced silk scarves and accessories....
...Shoukry has been with Raymond James, which has $1.38tn in client assets and 8,700 financial advisers, for 14 years....
...“Those that have already embraced bitcoin, they’re moving from private fund to public fund and from unsolicited [purchase not suggested by an adviser] to solicited [advised or discretionary purchase],” Kurz...
...Late that night, a final purchase price of $68mn, plus a painting by Picasso valued at $12mn, was negotiated in exchange for the “Salvator Mundi”....
...Apollo originally entered into an agreement with Credit Suisse — which was rescued by UBS last year — to purchase its securitised products division in 2022, including a related investment management contract...
...“More and more clients are keeping a higher balance of cash [to] meet their liability discharges,” he said....
...Vintage pieces from Belgian interior design firm Bicci de’ Medici sit underneath artworks from Eleanor Herbosch, Ileana Moro and Marlies Huybs – and these are available for purchase too (from €4,000)....
...The final purchase price by S&P will vary based on performance targets....
...A new purchase from a designer label or a new sports car will often find its way online....
...Honeyman said the level of incentives was now “steady” at 4-5 per cent of purchase prices....
...In another example, purchases of European equity ETFs by US-based investors hit a 12-month high in February....
...Amundi US will combine its $104bn of AUM, and its roughly $470mn of revenues, with Victory’s client assets (and $820mn revenues) to create a $279bn manager with distribution throughout the US and Europe....
...“The firms have a stance on whether they believe digital asset-focused investments are suitable for their clients and whether allowing their advisers to invest in them on behalf of their clients would expose...
...Frank Benzimra, head of Asia equity strategy at Société Générale, said recent gains by Chinese equities had spurred some interest from some European institutional investor clients....
...The move comes after a number of mergers and acquisitions in the PR industry, including the purchase of UK financial public relations company Tulchan Communications by US PR giant Teneo, and London’s Powerscourt...
...countries are expected to reduce the supply of bonds being sold next year, the “net supply that has to be absorbed by markets is set to rise due to the ECB’s quantitative tightening”, he said in a note to clients...
...The company has also turned to acquisitions to reignite growth, most notably the £1.5bn purchase of Interactive Investor in 2021, in a move intended to expand its base of retail investors and which was welcomed...
...Francis Wilks & Jones, Restis’s solicitors, said Staveley had “made a number of accusations” against their client that “were found to be totally untrue”....
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