04/26/2024
While the sales rate is moving in the right direction it is still around a third lower than the rates achieved in Q1 2022 when interest rates were significantly lower.
04/25/2024
Layve Rabinowitz, Stonehage Fleming Head of Family Office Middle East Africa
04/25/2024
The statistics, compiled by Swiss Fund Data AG and Morningstar, encompassed all funds under Swiss law and foreign funds approved for public sale in Switzerland.
04/24/2024
Daniel Barry, wealth and asset management risk and regulation lead at KPMG UK.
04/24/2024
But there was also mention of "consolidation" of expertise and of an 8.5% cut in headcount, amounting to more than 50 people.
04/24/2024
Small percentages can make big differences when it comes to planning for your home and family, so here’s a simple explainer to help find the right mortgage solution for you.
04/24/2024
Q1 2023 net outflows were £6.2bn, including £1.8bn of net outflows from liquidity.
04/24/2024
The provider has therefore proposed increasing auto-enrolment contributions from 8 per cent to 12 per cent.
04/23/2024
“There does not appear to be any doubt that money is the agent which causes the decline of.. strong, brave and self-confident people."
04/23/2024
This comes as the Ministry of Justice confirmed that despite the poor service levels, the standard probate fee will increase by 10% to £300 from May 2024.
04/22/2024
Arbuthnot Latham’s study uncovered that the financial concerns impacting the UK’s wealthiest largely centre on future planning and retirement.
04/19/2024
Speech by Sarah Pritchard, Executive Director, Markets and Executive Director, International at TheCityUK International Conference 2024.
04/19/2024
In this article we consider specifically a director's mental incapacity
04/19/2024
Risks of disappointment caused by geopolitics and elections, interest rate moves or AI inadequacies are high.
04/19/2024
This will be done by automating aspects of the onboarding and annual review processes for clients.
04/19/2024
The study also identified a “concerning gap” in employer support for mental health.
04/18/2024
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
04/18/2024
The firm has also seen a drop in profit valuations, based on adjusted EBITDA, from a peak of 8 times in 2022, to 6.7 times for the first quarter in 2024.
04/18/2024
McPherson added that most clients want to make a positive contribution via ESG investing.
04/18/2024
With the economic optimism on the horizon for the balance of 2024, the wealth of high-net-worth individuals is expected to grow modestly this year.