06/25/2024
It also shines a spotlight on differences in interpretation of what client segmentation is, and what it isn’t, which might explain why an increasing number state they are not segmenting clients.
06/25/2024
This created high political uncertainty and turmoil in the EGB market but particularly in the French market.
06/24/2024
Now, together with other investors, he wants to achieve this in the football business as well.
06/24/2024
Changes are coming to the boardrooms of some of the UK’s largest fund management groups, as firms begin the hunt for new CEOs
06/24/2024
The fund house’s chief executive says he’s ‘on a mission’ to grow the three main pillars of his business, with a particular focus on private assets
06/21/2024
A lawyer by training, Heather has featured in ePrivateclient’s 50 Most Influential List for five consecutive years and has been the recipient of a number of other prestigious awards and accolades.
06/20/2024
With the number of contactless payments soaring to 100 million in the two years, the Dutch were exceptionally quick to embrace this technology.
06/19/2024
Financial security in retirement through a holistic wealth management concept.
06/19/2024
The motivation for giving is deeply personal.
06/19/2024
Nearly half said they believe they need a “miracle” to retire securely, while half said they avoid thinking about retirement altogether.
06/19/2024
51% of IFAs, financial planners say their firm will only keep up to 50% of clients’ assets they currently personally manage
06/18/2024
HOSB was established in 1862 as a charity that supported individuals in need, including those who had experienced homelessness.
06/18/2024
These developments also raise critical questions for the future of German politics after next year’s federal elections.
06/18/2024
Any reforms that bring capital gains tax in line with income tax need to consider the impact of Jeremy Hunt’s decision to freeze the allowance, the industry says.
06/17/2024
Client needs in that respect are very different and strongly contingent on how advanced they are when it comes to collecting art.
06/17/2024
Mercer’s annual Cost of Living City Ranking provides valuable trends and insights for those who need to make informed decisions about global mobility operations
06/14/2024
Meanwhile, 63% of advisers think that the fair-value outcome of the Consumer Duty will put pressure on ongoing charging models, up from 59% a year ago.
06/14/2024
Client optimism reaches highest level since 2021 with investors edging back to markets
06/14/2024
The chairman has something to say but this time he needs to get in line
06/13/2024
Private equity-backed platform said that when businesses are combined, there will inevitably be ‘some areas of duplication’.