Smith & Williamson

Board Changes

Retrieved on: 
Wednesday, October 6, 2021
Foreign, Investment, Investment trust, Buckmaster & Moore, Patient, Buckmaster, Board, Senior, HarbourVest Global Private Equity, Company, LSE, Audit committee, Foreign & Colonial Investment Trust, Partner, Peregrine Moncreiffe of that Ilk, Smith & Williamson, Industry, Security (finance), Management

Sir Michael Bunbury will join the Board as Senior Independent Director, effective today.

Key Points: 
  • Sir Michael Bunbury will join the Board as Senior Independent Director, effective today.
  • Giles Kerr, Non-Executive Director and Chair of the Board's Audit Committee, will step down from the Board on 15 October 2021, after four years of service.
  • Together with the Board, I am pleased that Rob will continue in this role on a permanent basis and we look forward to continuing to work together.
  • We are also delighted to welcome Sir Michael Bunbury to the Arix Board.

Triterras Appoints Nexia TS, Member Firm of Nexia International, as New Independent Auditor

Retrieved on: 
Friday, June 18, 2021
Smith & Williamson, Audit, Articles, Business, Companies

Nexia TS was selected as the independent auditor after careful review and consideration.

Key Points: 
  • Nexia TS was selected as the independent auditor after careful review and consideration.
  • The Company very much looks forward to working with Nexia TS in connection with the audit of the financial statements, said Triterras Audit Committee Chair, Adrian Kow .
  • Founded in 1993, Nexia TS is recognized today as an established mid-tier accounting firm.
  • Headquartered in Singapore, Nexia TS is associated with Smith and Williamson, a shareholder of Nexia TS, which is headquartered in London, England.

Smith & Williamson Selects Broadridge's Industry Leading Shareholder Rights Directive II Compliance Solution

Retrieved on: 
Tuesday, September 15, 2020
ADP, Broadridge Financial Solutions, Smith & Williamson, Tilney Ltd., Companies, Finance, Business

Smith & Williamson is using the Broadridge solution to support its discretionary and non-discretionary execution clients, spanning both institutional and retail investors.

Key Points: 
  • Smith & Williamson is using the Broadridge solution to support its discretionary and non-discretionary execution clients, spanning both institutional and retail investors.
  • An existing user of Broadridge's shareholder communication solutions, Smith & Williamson has upgraded to Broadridge's enhanced end-to-end Global Proxy solution to fulfil its new responsibilities under SRD II, which had a regulatory readiness deadline of 3rd September 2020.
  • "We are delighted to continue to work with Smith & Williamson to meet its shareholder communications needs," said Demi Derem, general manager of Broadridge's International Investor Communication Solutions.
  • Smith & Williamson Investment Management LLP is part of The Tilney Smith & Williamson Group.

AGF Management Limited (AGF) Confirms Close of Smith & Williamson Merger Delivering Value to Shareholders

Retrieved on: 
Tuesday, September 1, 2020
Tilney Ltd., AGF, Smith & Williamson, Draft:AGF Management Limited

TORONTO, Sept. 01, 2020 (GLOBE NEWSWIRE) -- Further to the announcement made August 6, 2020 , AGF Management Limited (TSX:AGF.B) (AGF) today confirms that the merger between Tilney and Smith & Williamson to create one of the U.Ks leading integrated wealth management and professional services groups has closed.

Key Points: 
  • TORONTO, Sept. 01, 2020 (GLOBE NEWSWIRE) -- Further to the announcement made August 6, 2020 , AGF Management Limited (TSX:AGF.B) (AGF) today confirms that the merger between Tilney and Smith & Williamson to create one of the U.Ks leading integrated wealth management and professional services groups has closed.
  • Completing this transaction, particularly in the current environment, is a notable achievement congratulations to the newly formed Tilney Smith & Williamson, said Blake C. Goldring, Executive Chairman, AGF.
  • Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm.
  • AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, alternative and high-net-worth businesses focused on providing an exceptional client experience.

AGF Management Limited (AGF) Confirms Shareholder Vote and FCA Approval of Smith & Williamson Merger

Retrieved on: 
Friday, July 31, 2020
Chemistry, Chemical elements, Smith & Williamson, Physical sciences, Tilney Ltd., AGF, Silver(I) fluoride, Mergers and acquisitions

TORONTO, July 31, 2020 (GLOBE NEWSWIRE) -- Further to the announcement made June 1, 2020 , AGF Management Limited (TSX:AGF.B) confirms that Smith & Williamson shareholders have voted and approved the merger between Tilney and Smith & Williamson creating one of the U.Ks leading integrated wealth management and professional services group.

Key Points: 
  • TORONTO, July 31, 2020 (GLOBE NEWSWIRE) -- Further to the announcement made June 1, 2020 , AGF Management Limited (TSX:AGF.B) confirms that Smith & Williamson shareholders have voted and approved the merger between Tilney and Smith & Williamson creating one of the U.Ks leading integrated wealth management and professional services group.
  • All relevant third-party conditions to complete the merger, including the FCA condition, have now been satisfied.
  • Smith & Williamson will now seek the U.K. High Courts sanction of the merger at a hearing on August 6, 2020.
  • Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm.

AGF Management Limited (AGF) Expects Receipt of Interim Dividend as Shareholder of Smith & Williamson

Retrieved on: 
Friday, February 7, 2020
Dividend, Shareholders, Smith & Williamson, Draft:AGF Management Limited

TORONTO, Feb. 07, 2020 (GLOBE NEWSWIRE) -- AGF Management Limited (TSX:AGF.B) expects receipt of an interim dividend of C$4.6 million as shareholder of Smith & Williamson.

Key Points: 
  • TORONTO, Feb. 07, 2020 (GLOBE NEWSWIRE) -- AGF Management Limited (TSX:AGF.B) expects receipt of an interim dividend of C$4.6 million as shareholder of Smith & Williamson.
  • The board of Smith & Williamson expects to consider proposals to make a further distribution to shareholders when the position regarding the timing of the completion of the merger between Smith & Williamson and Tilney Group becomes clearer.
  • Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm.
  • With $39 billion in total assets under management, AGF serves more than one million investors.

UCITS Funds Training (London, United Kingdom - March 18, 2020) - ResearchAndMarkets.com

Retrieved on: 
Monday, January 27, 2020
Training, Education, Finance, Money, Economy, Investment funds, Investment management, Open-ended investment company, Smith & Williamson, Fund administration, Unit trust, Wealth management

Vivien is a management consultant with 26 years experience of transfer agency, fund administration and wealth management.

Key Points: 
  • Vivien is a management consultant with 26 years experience of transfer agency, fund administration and wealth management.
  • Prior to setting up her own specialist fund administration consultancy, Vivien spent many years as a project manager for system selections and integrations, platform migrations, fund launches and wind-ups and custody migrations.
  • She joined Smith & Williamson Fund Administration in 2000 where she vastly improved process and automation to manually intensive OEIC/Unit Trust operations over a period of 7 years.
  • It is both a sign of achieving a higher level financial qualification, and of a desire for professional development.

Smith & Williamson Transfers Portfolio Loan Book to Hampden & Co

Retrieved on: 
Tuesday, October 29, 2019
Banking, Professional services, Finance, Finance, Tilney, Smith & Williamson, Economy

Hampden & Co plc, the private bank, has been selected by Smith & Williamson to take on its loan book following the recent decision by the financial and professional services group to relinquish its banking licence.

Key Points: 
  • Hampden & Co plc, the private bank, has been selected by Smith & Williamson to take on its loan book following the recent decision by the financial and professional services group to relinquish its banking licence.
  • The loan book is secured against Smith & Williamson client investment portfolios and the transfer of the loans to Hampden & Co is expected to complete later this year.
  • View the full release here: https://www.businesswire.com/news/home/20191029005467/en/
    Hampden & Co CEO, Graeme Hartop, said: We are delighted to have been selected by Smith & Williamson to take on the loans they have in place with their clients.
  • The boards of Smith & Williamson and Tilney recently announced that they have reached agreement to combine their respective businesses.