10/04/2024
The awards jury, made up of a group of CaixaBank executives and managers, chose Judith Viader among the twelve regional winners for her entrepreneurial spirit and strategic vision.
10/04/2024
This increase comes amid a period of economic uncertainty and fluctuating interest rates, prompting many borrowers to opt for tracker mortgages, which offer interest rates that follow the Bank of England base rate.
10/03/2024
This is what Parmenion chief investment officer Peter Dalgliesh told Money Marketing while discussing the upcoming Budget on 30 October.
10/03/2024
Given at Digital Assets Week
10/02/2024
From the magazine: There is arguably no one more important to an UHNW than a loyal 'right-hand man' – until the relationship sours
10/02/2024
Jack Chellman, chief projects officer at the Global Returns Project, made the case for charitable giving as part of investment plans.
10/01/2024
In addition to the interest rate decision, the Swiss National Bank's (SNB) inflation forecast and economic outlook will also be in focus.
10/01/2024
Along with a personalised approach from wealth managers, the modern philanthropist also needs access to financial products, structures and vehicles that can offer this level of influence.
10/01/2024
The award celebrates visionary female founders, co-founders, and C-level executives who are shaping the future of technology and redefining leadership in innovation.
10/01/2024
In both cases, the research shows that the increased focus on investing in property funds is driven by a desire to de-risk portfolios through diversification, followed by an increased focus on ESG
09/30/2024
The evolution of this tradition symbolises a global phenomenon – individuals, and entire societies, are getting older.
09/27/2024
The top ten UK accountancy firm will also draw on inhouse support nationally and leverage many years of financial planning expertise, especially in the north east and Scotland.
09/26/2024
Despite this, Avaloq found that wealth managers have little confidence in their technology systems
09/23/2024
With more rate cuts ahead, we think investors should consider assets that can offer more durable income than cash.
09/23/2024
This is where banks such as UBS, Zuger Kantonalbank, Raiffeisen and Lombard Odier tussle for the wealthy client base.
09/23/2024
This new publication offers a review and outlook of financial markets and will provide regular, practical information on various investment fields, including building knowledge in areas such as sustainability and private assets.
09/19/2024
This exclusive club has grown globally by 54% over the last decade, with America and China experiencing a centi-millionaire boom, significantly outperforming their European counterparts.
09/19/2024
Dynamic Planner’s analysis revealed 41% of advised investors assessed have a health condition or illness.
09/19/2024
Annual own price inflation among firms in the DMP has continued to decline gradually since the start of the calendar year.
09/18/2024
She highlighted “collaboration and a collective effort” were key to tackling fraud saying the FCA could not “do it alone”.