01/12/2026
Mark Hempstead, head of alternative investments for EMEA at JP Morgan Private Bank, says large liquidity buffers in evergreen funds defeat the point of investing in private markets.
01/12/2026
Expansion continues two years after hiring an Evelyn Partners team to get started in Manchester, with Adam parker also joining former colleagues.
01/09/2026
Lombard Odier stands out by virtue of its unique governance model.
01/09/2026
With the four leading rating agencies the bank was able to either significantly improve its results or strengthen its already high rating with an increased total score.
01/09/2026
Several large France-based banks have been under investigation over their alleged use of a scheme to avoid certain taxes linked to the payment of dividends.
01/09/2026
The report points to a sharp rise in cross-border relocation among high-net-worth individuals-defined as those with assets exceeding $1 million.
01/08/2026
The Outlook identifies three key themes for 2026 that are particularly relevant for diversification decisions.
01/08/2026
The new structure will enable closer collaboration across the organisation, allowing Brooks Macdonald to work more effectively and efficiently to serve its existing clients, broaden client reach, and maximise its investment expertise and performance.
01/08/2026
Ball added that the increasing role of AI in 2026 won’t necessarily be disadvantageous
01/07/2026
The move will give the firm's clients access to 200 experienced wealth advisers in retirement planning, pensions and protection planning, working alongside its existing team of inheritance tax, trusts, wills and probate specialists.
01/07/2026
The bank has experienced remarkable growth in client assets in both its direct client segment and its institutional business.
01/07/2026
The recognition forms part of a wider industry awards programme highlighting firms that have demonstrated exceptional growth, innovation and client focus within private wealth and asset management.
01/06/2026
Global stocks resumed their ascent in December, notching all-time highs in dollar terms.
01/06/2026
Private banking used to be about marble lobbies, discreet meetings, and opaque products.
01/06/2026
The investment management fee is 0.15 per cent and the underlying OCF is 0.40 per cent-0.46 per cent depending on risk profile.
01/06/2026
Firm among finalists at Citywealth Magic Circle Awards 2026.
01/06/2026
The integration of Credit Suisse has always been less about branding and more about systems.
01/02/2026
Private markets have taken a central role in global asset management and 2026 will see greater momentum behind the expansion of this market in the wealth space.
01/02/2026
Income streams can be diverse and often fluctuate year to year, from dividends, carried interest, rental income, or business profits.
12/30/2025
Albert Saporta and Randel Freeman call for full transparency on the fairness analysis and a materially improved price to protect minority shareholders