| 16/09/24 | 07:00:07 | 16 Sept 2024 | | Acquisition of Citi Trust |
| 09/09/24 | 09:10:09 | 9 Sept 2024 | | Holding(s) in Company |
| 19/08/24 | 07:00:11 | 19 Aug 2024 | | Acquisition: Buck UK/EU Share Plan Admin & Trustee |
| 01/08/24 | 14:18:02 | 1 Aug 2024 | | Acquisition of First Republic Trust Co, Delaware |
| 29/07/24 | 10:53:09 | 29 Jul 2024 | | Holding(s) in Company |
| 25/07/24 | 07:00:06 | 25 Jul 2024 | | Grant and Vesting of EIP Share Awards |
| 25/07/24 | 07:00:05 | 25 Jul 2024 | | Pre-close Interim Trading Update |
| 01/07/24 | 08:08:30 | 1 Jul 2024 | | Acquisition of Hanway Advisory Limited |
| 18/06/24 | 17:03:40 | 18 Jun 2024 | | Proposed Acquisition of FFP (Holdings) Limited |
| 10/06/24 | 07:00:09 | 10 Jun 2024 | | Resignation of Independent Non-Executive Director |
| 06/06/24 | 11:30:05 | 6 Jun 2024 | | Holding(s) in Company |
| 05/06/24 | 14:24:20 | 5 Jun 2024 | | Holding(s) in Company |
| 30/05/24 | 07:00:05 | 30 May 2024 | | Issue of Equity and Total Voting Rights |
| 22/05/24 | 07:00:05 | 22 May 2024 | | Result of AGM |
| 21/05/24 | 15:25:04 | 21 May 2024 | | Holding(s) in Company |
| 15/05/24 | 09:17:01 | 15 May 2024 | | Holding(s) in Company |
| 24/04/24 | 07:00:12 | 24 Apr 2024 | | PDMR Shareholding |
| 22/04/24 | 15:51:10 | 22 Apr 2024 | | Holding(s) in Company |
| 22/04/24 | 07:00:08 | 22 Apr 2024 | | Acquisition of First Republic Trust Co of Delaware |
| 18/04/24 | 07:00:08 | 18 Apr 2024 | | Annual Financial Report and Notice of AGM |
| 10/04/24 | 07:00:13 | 10 Apr 2024 | | Vesting and Grant of Share Plan Awards |
| 09/04/24 | 07:00:11 | 9 Apr 2024 | | Full year results for year ended 31 December 2023 |
| 20/03/24 | 17:59:15 | 20 Mar 2024 | | Holding(s) in Company |
| 04/03/24 | 07:00:02 | 4 Mar 2024 | | Completion of Acquisition and Issue of Equity |
| 29/02/24 | 10:33:59 | 29 Feb 2024 | | Holding(s) in Company |
| 01/02/24 | 07:00:08 | 1 Feb 2024 | | Pre-close Full Year Trading Update |
| 31/01/24 | 07:00:03 | 31 Jan 2024 | | Total Voting Rights |
| 12/01/24 | 07:00:02 | 12 Jan 2024 | | Payment of SALI earnout and issue of equity |
| 12/12/23 | 16:39:37 | 12 Dec 2023 | | TR1: Notification of Major Holdings |
| 07/12/23 | 07:00:19 | 7 Dec 2023 | | Holding(s) in Company |
| 24/11/23 | 07:00:07 | 24 Nov 2023 | | Acquisition of Blackheath Capital Management LLP |
| 22/11/23 | 10:22:15 | 22 Nov 2023 | | Holding(s) in Company |
| 03/11/23 | 07:05:49 | 3 Nov 2023 | | Holding(s) in Company |
| 02/11/23 | 07:00:12 | 2 Nov 2023 | | Holding(s) in Company |
| 25/09/23 | 07:00:06 | 25 Sept 2023 | | Director's Share Dealing |
| 19/09/23 | 07:00:06 | 19 Sept 2023 | | PDMR's Share Dealing |
| 12/09/23 | 07:00:05 | 12 Sept 2023 | | Interim results for the period ended 30 June 2023 |
| 01/09/23 | 09:00:01 | 1 Sept 2023 | | Total Voting Rights |
| 10/08/23 | 10:42:13 | 10 Aug 2023 | | Holding(s) in Company |
| 09/08/23 | 13:57:17 | 9 Aug 2023 | | Holding(s) in Company |
| 03/08/23 | 07:00:02 | 3 Aug 2023 | | Completion of SDTC Acquisition and Issue of Equity |
| 25/07/23 | 07:00:05 | 25 Jul 2023 | | Interim Trading Update and Notice of Results |
| 21/06/23 | 07:00:03 | 21 Jun 2023 | | Issue of Equity and Voting Rights |
| 20/06/23 | 09:43:44 | 20 Jun 2023 | | Holding(s) in Company |
| 15/06/23 | 07:00:04 | 15 Jun 2023 | | Results of Placing |
| 14/06/23 | 16:36:16 | 14 Jun 2023 | | Proposed Placing of New Ordinary Shares |
| 14/06/23 | 16:35:58 | 14 Jun 2023 | | Acquisition of South Dakota Trust Company |
| 09/06/23 | 09:43:55 | 9 Jun 2023 | | Holding(s) in Company |
| 31/05/23 | 07:00:03 | 31 May 2023 | | Total Voting Rights |
| 24/05/23 | 08:12:56 | 24 May 2023 | | Result of AGM |
